Support insurance advisors from application submission through policy settlement as a Current Business Administrator with PPI in a hybrid Québec or Montreal workplace.

This administrator processes life insurance applications through appropriate channels and maintains advisor service levels. The work includes data entry, underwriting follow-up, incoming mail review, and policy accuracy checks. You will manage assigned files while tracking progress in WealthServ and communicating with carriers, advisors, and paramedical facilities.

Key Responsibilities:

- Process compliant, accurate, timely new business applications
- Order underwriting requirements and confirm documentation
- Prepare requirements for carriers and advisors




- Maintain application status communication with advisors
- Settle policies and obtain outstanding signatures

Requirements:

- Two to five years’ administrative experience preferred in insurance
- Strong organization, time management, and deadline management
- Accurate data entry with careful attention to detail
- Knowledge of WealthServ and Microsoft Office programs
- Advanced French and intermediate English required

Bring insurance administration, advisor communication, underwriting follow-up, and WealthServ knowledge to PPI’s new business team.

📌 Insurance New Business Administrator (Montreal)
🏢 iA Financial Group
📍 Montreal