Manage life insurance applications and policy service for PPI advisors in a hybrid position supporting accurate, compliant transactions.

As a Recent 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 new 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.

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