06 Nov
|
Industrial Alliance Insurance and Financial Services Inc. -
|
Toronto
06 Nov
Industrial Alliance Insurance and Financial Services Inc. -
Toronto
Support insurance advisors at PPI as a Business Development Coordinator, using organization, communication, and MS Office skills in a hybrid work workplace.
As a key member of PPI’s National Business Development Coordinator Team, you will support exceptional advisor experiences. The position works closely with Strategic Relationships, Advisor Experience, and Distribution teams. You will coordinate onboarding, events, reports, programs, inquiries, and operational information for advisors, wholesalers, internal staff, and external partners.
Key Responsibilities:
- Support advisor onboarding, access setup, and team notifications
- Resolve portal, Bluesun Advisors, and Secure Messaging issues
- Track Marketing Allowance budgets, expenses, and events
- Prepare PowerBI reports and analyze sales data
- Coordinate programs, conferences, materials, and CE documentation
Requirements:
- Minimum three years of relevant administrative experience
- Excellent knowledge of MS Office
- Strong organization, detail, and time management skills
- Effective written, verbal, and interpersonal communication
- College diploma, university degree, or equivalent experience
Bring insurance administration, advisor support, reporting, and coordination skills to PPI’s national business development team.
📌 Business Development Coordinator Insurance (Toronto)
🏢 Industrial Alliance Insurance and Financial Services Inc. -
📍 Toronto