Agency Assistant

iA Financial Group; Calgary; On-site; CAD 40,000 - 55,000; Full time

Job summary

A supportive insurance marketing organization is seeking an Agency Assistant in Calgary, Alberta. The role involves supporting advisors with contract terminations and maintaining licensing requirements. Candidates should have 1-2 years of administrative experience in the insurance industry along with strong organizational and communication skills. This position offers a hybrid work environment with up to 3 days of remote work per week.

Qualifications

• Minimum of 1-2 years of administrative experience in the insurance industry.
• Proven accuracy, attention to detail and data entry skills.
• Ability to handle sensitive and confidential information.

Responsibilities

• Monitor the team’s general mailbox and distribute emails.
• Process advisor contract terminations.
• Coordinate advisor transfer out requests.

Skills

Organizational skills

Time management

Attention to detail

Communication skills

Interpersonal skills

Education

Administrative experience in the insurance industry

Tools

Microsoft Office

Job description

Job Description

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.

For more information about PPI visit: www.ppi.ca

Agency Assistant

The primary focus of the Agency Assistant is to work effectively with the agency administrators and support them in providing indispensable service to PPI Advisors with the insurance carriers and within PPI.

Key Responsibilities

• Monitor the team’s general mailbox and distribute emails to the proper team members.
• Process advisor contract terminations, including orphan business reassignment with the carriers.
• Coordinate advisor transfer out requests from PPI to their New MGA.
• Facilitate advisor block transfers to another advisor outside of PPI (Sell Out).
• Set up advisor’s rep and branch codes in PPI’s back-office system.
• Ensure all advisor licensing and E&O requirements are up to date and entered in the APEXA system.
• Assist advisors in maintaining their APEXA profile ensuring profile is in good order with updated contact info, licence(s), E&O, Annual Attestation, banking details, etc.
• Investigate and facilitate all inquiries and issues as they relate to licensing and E&O.
• Monitor APEXA feed and APEXA tasks daily to ensure system data is updated accordingly.
• Ensure all tasks are completed within PPI service standards and all department goals are met as identified.
• 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

• Minimum of 1-2 years of administrative experience in the insurance industry or similar work environment.
• Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities.
• 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.
• For Quebec candidates, intermediate level of English language required to collaborate with and support English-speaking advisors, carriers, and colleagues on day-to-day transactions and inquiries through email, phone, and other written correspondences on a daily basis.

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

Location(s): Québec, Québec