Policy Service Administrator

2 months ago

Calgary, Canada IA Financial Group Full time

Description

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 Services Administrator

The primary focus of the Policy Service Administrator is to ensure service levels to advisors are maintained and servicing all in-force life insurance policies, including the processing of all changes submitted by an advisor.

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

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

Ensure that servicing advisors are updated regularly on current 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 all conversions requiring new policy applications are processed appropriately and according to established procedures

Additional responsibilities, duties and special projects as identified

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

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

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, Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular

Bilingualism in English and French considered an asset

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

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