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Policy Service Administrator
3 months ago
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 opportunity 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 collaborative 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.
Policy Service Administrator
The primary focus of the Policy Service Administrator is to ensure service levels to Advisors are maintained and servicing all inforce life insurance policies, including the processing of all changes submitted by an Advisor.
_ This is a contract position of approximately 18 months. _
Key Responsibilities:
- Assume ownership of assigned files, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible and understanding the downstream impact on reporting and commissions.
- Build effective relationships with assigned Advisors acting as a consistent point of contact throughout the process.
- Anticipate the needs of Advisors and follow established processes for informing Advisors of important details related to policy changes.
- Act as the key resource and contact for all insurance carriers with respect to in force policies.
- Responsible for relating information from insurance carriers to the servicing Advisor.
- Ensure PPI service standards are maintained by ensuring all changes to existing policies are accurate, processed in a compliant and timely manner, submitted to the appropriate carrier, and recorded in WealthServ as per PPI guidelines.
- Respond to inquiries from servicing Advisors and insurance carriers, effectively resolving any issues which pertain to the case.
- Ensure that servicing Advisors are updated regularly on status.
- Follow up on all outstanding requirements for policy changes.
- Follow up with insurance carriers as needed to ensure the requested changes are processed in a timely manner.
- Ensure the highest level of customer service standards are maintained among self and staff in order provide an Indispensable Service to Advisors.
- Additional responsibilities, duties and special projects as identified.
Education, Experience and Skills:
- A minimum of 2 years' experience in the insurance industry with an emphasis on policy service processes
- Industry designation(s) (FLMI, ACS, AIAA) desirable
- Knowledge of life insurance terminology and products preferred
- Superior organizational and time management skills with proven ability to handle high volumes of work and tight deadlines
- Exemplary attention to detail and accuracy with proven data entry skills
- Excellent written and verbal communication skills
- Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
- Ability to represent self, office, and organization in a professional, positive manner at all times
- Ability to handle sensitive and confidential information in a professional manner
- Knowledge of WealthServ, Microsoft Office programs; Outlook, Word, Excel, and PowerPoint in particular
- We thank all applicants for applying, however, only those selected for an interview will be contacted. _Your resume may be used for other vacancies._
Company Overview:
About:
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.
Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we're a key player in the financial services industry in Canada and the United States.
Because, for over 125 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we're invested in you.**Our co
