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.

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