Manage life insurance applications and policy service for PPI advisors from 505 Burrard Street or a hybrid home-based schedule. Accuracy and compliance guide every transaction.
As a Recent Business and Policy Service Administrator, you will support independent insurance advisors through application and policy transactions. The work uses policy administration, underwriting coordination, WealthServ, and Microsoft Office. You will manage files from initiation through completion while maintaining service standards and protecting sensitive information.
Key Responsibilities: Process new business applications and policy service requests
Coordinate underwriting requirements and obtain required documentation
Maintain advisor relationships and communicate transaction updates
Review policies, changes,



and documentation for compliance
Record activities and progress in WealthServ and applicable systems
Requirements: Two to five years administrative life insurance experience
Knowledge of products, underwriting, policy administration, and terminology
Strong organization, time management, accuracy, and data entry skills
Proficiency with WealthServ and Microsoft Office applications
Ability to handle sensitive and confidential information professionally
Support PPI advisors with accurate life insurance processing, policy administration, underwriting coordination, and responsive service.

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📌 Life Insurance Policy Service Administrator (British Columbia)
🏢 Industrial Alliance Insurance and Financial Services Inc. -
📍 British Columbia