Support insurance advisors from application submission through policy settlement as a New 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
Solid 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.

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