Company Overview

Job Description

PPI company overview: PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset.

At PPI, each day you have the prospect to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses. When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives.

You will benefit from a culture that is people-focused, inclusive and team-oriented with opportunities to learn and develop your skills, develop your career and make a meaningful impact. Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week. For more information about PPI visit: www.ppi.ca.

Position Summary

The primary focus of the New Business and Policy Service Administrator is to provide exceptional service to advisors by managing both recent business applications and in-force policy service transactions from initiation to completion. The role ensures service levels are maintained while all transactions are processed accurately, compliantly, and within established service standards.

Key Responsibilities





- Process and manage new business applications and policy service requests ensuring all transactions are accurate, compliant, and completed within service standards.
- Take ownership of assigned files from initiation to completion, recognizing priorities and resolving issues that may impact processing, reporting, or commissions.
- Coordinate underwriting and other requirements ensuring all required documentation is obtained, submitted and followed through to completion.
- Build and maintain effective relationships with advisors, acting as a consistent point of contact throughout the process.
- Proactively communicate with advisors and carriers regarding status, outstanding requirements, timelines, decisions, and other key updates.
- Review issued policies, policy changes, and transaction documentation for accuracy, completeness and compliance.
- Process policy settlements and policy changes, ensuring all required signatures, documentation, and approvals are obtained.
- Maintain accurate and timely records of activities and progress in WealthServ and other applicable systems.
- Collaborate with insurance carriers, advisors, and internal stakeholders to resolve issues and expedite requests when required.
- Verify and update carrier feeds and electronic records where applicable.




- Ensure client information is handled in accordance with privacy, regulatory, carrier, and company requirements.
- Participate in special projects and additional responsibilities as assigned.
- Engage in actions that support PPI ESG commitments.

Education, Experience and Skills

- 2-5 years of administrative experience in the life insurance industry, preferably in new business, policy service, or advisor support functions.
- Industry designations (FLMI, ALMI, ACS, AIAA) considered an asset.
- Knowledge of life insurance products, underwriting processes, policy administration, and industry terminology.
- Strong organizational and time management skills with the ability to manage multiple priorities and deadlines.
- Exceptional attention to detail, accuracy, and data entry skills.
- Excellent written and verbal communication skills.
- Strong relationship-building and interpersonal skills.
- Proficiency with WealthServ and Microsoft Office applications.
- Ability to handle sensitive and confidential information professionally.
- Adaptable and resilient with changing priorities and business needs.
- Bilingualism in English and French considered an asset.

Salary

The expected salary range for this position starts at $50,000 and will be commensurate with the candidate's experience and skill set.

Benefits

- flexibility of a hybrid work environment
- eligible for working from home up to 3 days per week

Locations

- Vancouver – 505 Burrard Street
- Edmonton – 5241 Calgary Trail NW
- Calgary – 205 Quarry Park Boulevard SE

Company

PPI Management Inc.

Posting End Date

2026-12-04

Company Overview: iA Financial Group

iA Financial Gr

📌 New Business and Policy Service Administrator (Vancouver)
🏢 PPI Management
📍 Vancouver