Manage life insurance applications and policy service for PPI advisors in a hybrid position supporting accurate, compliant transactions.
As a New Business and Policy Service Administrator, you will manage files from initiation through completion. Your work includes underwriting coordination, policy administration, advisor communication, and documentation review. You will help maintain service standards while resolving processing issues and protecting sensitive information.
Key Responsibilities: Process current business applications and policy service requests
Coordinate underwriting requirements and required documentation
Communicate timelines, decisions, and outstanding requirements
Review issued policies and transaction documents for compliance




Maintain accurate records in WealthServ and applicable systems
Requirements: Two to five years of life insurance administrative experience
Knowledge of products, underwriting, and policy administration
Strong organization, time management, and attention to detail
Excellent written and verbal communication skills
WealthServ and Microsoft Office proficiency
Bring life insurance administration, underwriting coordination, and advisor service expertise to PPI’s hybrid support team.

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📌 Life Insurance New Business Administrator (British Columbia)
🏢 iA Financial Group
📍 British Columbia