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New Business Assistant

3 months ago

North York, Canada iA Groupe financier 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.

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.

**Job Purpose**:
**Responsibilities**:

- Order all underwriting requirements where necessary or provide confirmation of same if ordered by advisor.
- Verify and update carrier feeds where applicable.
- Additional responsibilities, duties and special projects as identified.

**Education, Experience and Skills**:

- Minimum of 1-2 years of administrative experience in the insurance industry or similar work environment
- Knowledge of life insurance terminology and products preferred
- Proven accuracy, attention to detail and 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 Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular

**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. 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.