New Business and Policy Service Administrator
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New Business and Policy Service Administrator
PPI Management Inc.
Edmonton, AB Full-time CA$50,000 / year
PPI Management Inc. is an independent subsidiary of iA Financial that supports independent insurance advisors. This role offers a hybrid work arrangement, with the option to work from home up to three days per week.
New Business and Policy Service Administrator
Manage new business applications and in-force policy service transactions for advisors, ensuring accurate, compliant processing within established service standards.
Responsibilities
- Manage assigned applications and policy service files from initiation through completion.
- Coordinate underwriting requirements and follow up on outstanding documentation.
- Communicate transaction status, requirements, timelines, and decisions to advisors and carriers.
- Review issued policies and transaction documents for accuracy, completeness, and compliance.
- Process policy settlements and changes, and maintain records in WealthServ and other systems.
- Work with carriers, advisors, and internal teams to resolve issues and expedite requests.
- Handle client information in accordance with privacy, regulatory, carrier, and company requirements.
Qualifications
- Two to five years of administrative experience in the life insurance industry, preferably in new business, policy service, or advisor support.
- Knowledge of life insurance products, underwriting, policy administration, and industry terminology.
- Strong organizational, time-management, communication, and attention-to-detail skills.
- Proficiency with WealthServ and Microsoft Office.
- Industry designations such as FLMI, ALMI, ACS, or AIAA are an asset. English-French bilingualism is also an asset.
Expected salary: Starting at $50,000; commensurate with experience and skill set.
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