Current jobs related to New Business Administrator - Golden Horseshoe - iA Financial Group


  • Golden Horseshoe, Canada TYM BUSINESS Consulting Full time

    Chief Executive Officer - Financial and Business ServicesTYM BUSINESS Consulting is seeking a highly skilled and experienced Chief Executive Officer to lead our financial and business services division. As a key member of our leadership team, you will be responsible for developing and implementing strategic plans to drive business growth and...


  • Golden Horseshoe, Canada TYM BUSINESS Consulting Full time

    Chief Executive Officer - Financial and Business ServicesTYM BUSINESS Consulting is seeking a highly skilled and experienced Chief Executive Officer to lead our financial and business services division. As a key member of our leadership team, you will be responsible for developing and implementing strategic plans to drive business growth and...


  • Golden Horseshoe, Canada TYM BUSINESS Consulting Full time

    Education: Bachelor's degree Experience: 5 years or more Work setting Business services Tasks Allocate material, human and financial resources to implement organizational policies and programs Authorize and organize the establishment of major departments and associated senior staff positions Establish objectives for the organization and formulate or approve...


  • Golden Horseshoe, Canada TYM BUSINESS Consulting Full time

    CEO (Chief Executive Officer) - Financial, Communications and Other Business ServicesPosted on October 15, 2024 by Employer details TYM BUSINESS ConsultingJob DetailsEducation: Bachelor's degreeWork Setting: Business servicesExperience: 5 years or moreLocation: North York, ONSalary: $85.47/hour, 35 hours per weekTerms of Employment: Permanent employment,...


  • Golden Horseshoe, Canada TYM BUSINESS Consulting Full time

    Education: Bachelor's degree Experience: 5 years or more Work setting Business services Tasks Allocate material, human and financial resources to implement organizational policies and programs Authorize and organize the establishment of major departments and associated senior staff positions Establish objectives for the organization and formulate or approve...


  • Golden Horseshoe, Canada TYM BUSINESS Consulting Full time

    Chief Executive Officer (CEO) RoleTYM BUSINESS Consulting is seeking a highly skilled and experienced Chief Executive Officer to lead our financial and communications efforts.Key ResponsibilitiesDevelop and implement organizational policies and programsEstablish and manage major departments and senior staff positionsSet objectives for the organization and...


  • Golden Horseshoe, Canada Gallant and Toole Full time

    Business Planning ConsultantWe are seeking a detail-oriented and strategic Business Planning Consultant to assist clients with several immigration programs in new countries. This role involves crafting comprehensive business plans tailored to immigration requirements and creating engaging presentations that convey essential information clearly.Key...


  • Golden Horseshoe, Canada Gallant and Toole Full time

    Business Planning ConsultantWe are seeking a detail-oriented and strategic Business Planning Consultant to assist clients with several immigration programs in new countries. This role involves crafting comprehensive business plans tailored to immigration requirements and creating engaging presentations that convey essential information clearly.Key...


  • Golden Horseshoe, Canada Leafs Packaging Inc. Full time

    Job DetailsLeaves Packaging Inc. is seeking an experienced Administrative Coordinator to join their team in Etobicoke, ON.Job Summary:The successful candidate will be responsible for reviewing and evaluating new administrative procedures, coordinating and planning for office services, assembling data, and preparing reports and...


  • Golden Horseshoe, Canada Leafs Packaging Inc. Full time

    Job DetailsLeaves Packaging Inc. is seeking an experienced Administrative Coordinator to join their team in Etobicoke, ON.Job Summary:The successful candidate will be responsible for reviewing and evaluating new administrative procedures, coordinating and planning for office services, assembling data, and preparing reports and...


  • Golden Horseshoe, Canada Leafs Packaging Inc. Full time

    Job DetailsLeaves Packaging Inc. is seeking an experienced Administrative Coordinator to join their team in Etobicoke, ON.Job Summary:The successful candidate will be responsible for reviewing and evaluating new administrative procedures, coordinating and planning for office services, assembling data, and preparing reports and...


  • Golden Horseshoe, Canada Leafs Packaging Inc. Full time

    Job DetailsLeaves Packaging Inc. is seeking an experienced Administrative Coordinator to join their team in Etobicoke, ON.Job Summary:The successful candidate will be responsible for reviewing and evaluating new administrative procedures, coordinating and planning for office services, assembling data, and preparing reports and...


  • Golden Horseshoe, Canada Gallant and Toole Full time

    We are seeking a detail-oriented and strategic Business Plan Consultant to assist clients looking with several immigration programs in new countries. This role involves crafting comprehensive business plans tailored to immigration requirements and creating engaging presentations that convey essential information clearly. Key Responsibilities: Business Plan...

  • Executive Director

    3 weeks ago


    Golden Horseshoe, Canada TYM BUSINESS Consulting Full time

    CEO (Chief Executive Officer) - Financial, Communications and Other Business ServicesPosted on October 15, 2024 by Employer details TYM BUSINESS ConsultingJob DetailsEducation: Bachelor's degreeWork Setting: Business servicesExperience: 5 years or moreLocation: North York, ONSalary: $85.47/hour, 35 hours per weekTerms of Employment: Permanent employment,...

  • office administrator

    4 weeks ago


    Golden Horseshoe, Canada Leafs Packaging Inc. Full time

    Posted on October 07, 2024 by Leafs Packaging Inc.Job detailsLocation: Etobicoke, ONSalary: $28.42 hourly / 35 hours per weekTerms of employment: Permanent employment, Full timeStarts as soon as possibleOverviewExperience: 1 year to less than 2 yearsWork must be completed at the physical location. There is no option to work remotely.ResponsibilitiesReview...

  • Business Analyst

    22 hours ago


    Golden Horseshoe, Canada Nextgen System Canada Full time

    Key Responsibilities:Collaborate with cross-functional teams to identify and prioritize business needs.Develop and implement operational processes to improve efficiency and productivity.Analyze data to identify trends and areas for improvement.Requirements:Bachelor's degree in Business Administration or related field.2+ years of experience in operations...


  • Golden Horseshoe, Canada Webster Bank Full time

    Business Banking Relationship ManagerIf you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving...


  • Golden Horseshoe, Canada Webster Bank Full time

    Business Banking Relationship ManagerAt Webster Bank, we're committed to helping individuals, families, businesses, and our colleagues achieve their financial goals. As a leading commercial bank, we're passionate about serving our clients and supporting our communities. Our values of Integrity, Collaboration, Accountability, Agility, Respect, and Excellence...


  • Golden Horseshoe, Canada Webster Bank Full time

    Business Banking Relationship ManagerAt Webster Bank, we're committed to helping individuals, families, businesses, and our colleagues achieve their financial goals. As a leading commercial bank, we're passionate about serving our clients and supporting our communities. Our values of Integrity, Collaboration, Accountability, Agility, Respect, and Excellence...


  • Golden Horseshoe, Canada Boardroom Advisors Full time

    About the RoleWe are seeking a highly experienced Regional Business Development Director to join our team at Boardroom Advisors. As a Regional Director, you will be responsible for building and managing a team of senior professionals who will provide part-time CEOs, MDs, and NEDs to scale-ups and SMEs throughout the UK.Key Responsibilities Develop and...

New Business Administrator

3 months ago


Golden Horseshoe, Canada iA Financial Group Full time

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.

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.

The primary focus of the New Business Administrator is to ensure service levels to advisors are maintained and to manage cases from submission to commission as quickly and seamlessly as possible.

Responsibilities:
  1. Process new business applications ensuring issue and settlement processing steps are compliant, accurate and carried out in a timely manner to deliver a positive and value-added experience for advisors and maintain PPI’s service standards.
  2. Assume ownership of assigned files, and quality of data, 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.
  3. Order all underwriting requirements where required or confirmation of same when ordered by the advisor ensuring that all medical and/or financial documentation requirements are received and included with applications.
  4. Build effective relationships with assigned advisors acting as a consistent point of contact throughout the process and responding to queries.
  5. Maintain contact between the insurance carrier and the advisor regarding the status of the application; follow up with paramedical facilities and advisors as required, ensuring advisors are updated regularly on current status.
  6. Review issued policies to confirm complete accuracy and ensure advisor receives a copy.
  7. Settle policies by following up on all outstanding requirements, obtain all necessary signatures.
  8. Ensure progress is recorded in WealthServ in a timely manner and per PPI’s service standards.
  9. Anticipate the needs of advisors and follow established processes for informing advisors of important details related to underwriting.
  10. Effectively resolve any issues which pertain to cases in underwriting.
  11. Verify and update carrier feeds where applicable.
  12. Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees.
  13. Additional responsibilities, duties and special projects as identified.
Education, Experience and Skills
  1. A minimum of 2-5 years’ administrative experience, preferably in the insurance industry with an emphasis on new business processes.
  2. Industry designation(s) (FLMI, ACS, AIAA) considered an asset.
  3. Superior organizational and time management skills with proven ability to handle high volumes of work and tight deadlines.
  4. Proven accuracy, attention to detail and data entry skills.
  5. Excellent written and verbal communication skills.
  6. Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment.
  7. Ability to represent self, office and organization in a professional, positive manner at all times.
  8. Ability to handle sensitive and confidential information in a professional manner.
  9. Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular.
  10. Bilingualism in English and French will be considered an asset.

We thank all candidates for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.

Company Overview

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. The secret to our success? Investing in you, one person at a time. 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 commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.

#J-18808-Ljbffr