New Business Administrator

2 months ago

Calgary, Canada iA Groupe financier iA Financial Group Full time

**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.

**New Business Administrator (Contract)**

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.
- This is a contract position for an expected duration of 18 months._

**Key Responsibilities**:

- 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 and understanding the downstream impact on reporting and commissions
- Prepare all requirements for mailing to insurance carriers and/or advisors
- Build effective relationships with assigned advisors acting as a consistent point of contact throughout the process and responding to queries
- Review issued policies to confirm complete accuracy and ensure advisor receives a copy
- Settle policies by following up on all outstanding requirements, obtain all necessary signatures
- Ensure progress is recorded in WealthServ in a timely manner and per PPI’s service standards
- Anticipate the needs of advisors and follow established processes for informing advisors of important details related to underwriting.
- Effectively resolve any issues which pertain to cases in underwriting
- Verify and update carrier feeds where applicable
- 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
- Additional responsibilities, duties and special projects as identified

**Education, Experience and Skills**:

- A minimum of 2-5 years’ administrative experience, preferably in the insurance industry with an emphasis on new business processes
- Industry designation(s) (FLMI, ACS, AIAA) considered an asset
- Superior organizational and time management skills with proven ability to handle high volumes of work and tight deadlines
- 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 WealthServ and 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._

**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, write to us. Someone from our team will be happy to assist you.

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