Business Solutions Coordinator

iA Financial Group; Calgary; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading company in the insurance sector is seeking a Business Solutions Coordinator to support their Strategic Relationships Team. The position requires strong organizational skills and experience in an administrative role, ideally in the insurance industry. This role offers a hybrid work environment with opportunities to engage in meaningful projects and professional development.

Qualifications

• Minimum 3 years relevant administrative experience.
• Knowledge of life insurance sales strongly desired.
• Bilingualism in French and English strongly preferred.

Responsibilities

• Utilize PPI analytics to support sales and implementation plans.
• Coordinate the delivery of national sales and marketing programs.
• Assist in planning and executing events.

Skills

Organizational skills

Communication skills

Problem solving

Interpersonal skills

Bilingualism

Education

College Diploma or University degree

Tools

MS Office

Job description

Job 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.

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

Business Solutions Coordinator

A key member of the Strategic Relationships Team, you will work closely with the Director, Business Solutions and the Strategic Relationships Team to provide exceptional support and client experiences to Wealth, Accounting, Legal and Group Benefit firms and their advisors.

You will be aligned with the objectives of the business unit and will be responsible for supporting the overall efficiency of the Strategic Relationships Team, including utilizing PPI analytics to measure and report on KPI’s, coordinating the delivery of national sales and marketing programs, assisting in planning and executing all aspects of events.

Key Responsibilities:

• Utilize PPI analytics to provide appropriate data on advisor segmentation and other special projects to assist the Strategic Relationships Team in the development of sales and implementation plans.

• Assist in the analysis of national and regional sales data and look for trends and improvements for the SR business unit.

• Provide support with inquiries and escalations from advisors and strategic account firms, coordinating with the Director, Business Solutions and corresponding support within PPI.

• Coordinate the local delivery and follow-up of national sales and marketing programs such as the Knowledge Program, including ongoing production coordination and dissemination of supporting collateral material.

• Assist in planning and executing all aspects of events such as PD Days, Regional PPI Days, annual Advisor Conferences, off-site sales meetings; coordinate with the Strategic Relationships Team and wholesalers to plan and execute all marketing allowance events.

• Work with administrative, sales and marketing support at the various strategic account firms, including facilitating events and coordinating advisor related initiatives for the firm.

• Participate in the creation and implementation of the communication strategy for the Strategic Relationship business unit (executives, advisors and staff).

• Prepare and distribute all forms of advisor communication relating to strategic relationships; manage various distribution lists for communication purposes.

• Ensure that new or revised sales programs, materials and services are produced and delivered in a professional manner consistent with national brand standards.

• Provide general support during the recruitment process for strategic relationship firms.

• Facilitate the onboarding process of strategic relationship advisors, including:

  • preparing advisor onboarding items (welcome email, setting up orientation checklist, etc.)

  • setting up advisors with access to all relevant PPI systems, educate advisors on the use of the various systems in coordination with the Digital Sales Enablement Team.

• Facilitate access to PPI systems for strategic relationship firms and coordinate with the National Production Support team on internal PPI systems.

• Handle or redirect inquiries when Strategic Relationship team members are on vacation.

• Exposure to basic sales related support, including:

  • Insurance surveys and illustration support

  • Connecting advisors with Carrier wholesaling teams

  • Facilitating preliminary medical underwriting enquiries

• Assist the National Vice-President and Director, Business Solutions in coordinating and managing schedule, travel and events.

• Additional responsibilities, duties and special projects as identified.

• Some travel may be required.

Job Knowledge and Work Experience:

• Minimum 3 years relevant administrative experience

• Excellent knowledge of MS Office required

• Knowledge of life insurance sales strongly desired

• Proven organizational and logistics skills

• Effective problem solver with initiative to create innovative solutions and bring the right people to the table to deliver on business unit and advisor needs

• Excellent written and verbal communication skills including in-person and social platforms

• Ability to manage emotions and impulses and receive constructive feedback while remaining level-headed

• Superior time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities while providing a disciplined approach to supporting strategic account firms and their advisors

• Ability to evaluate how results are tracking; identifying and planning when to pivot to accomplish objectives

• Strong interpersonal skills with the ability to develop and maintain business relationships

• Demonstrated ability to thrive in a transparent, team-based environment

• Bilingualism in French and English strongly preferred

Education, Certification or Licenses:

• College Diploma, University degree, or equivalent experience

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) Calgary, Alberta Other Possible Location(s) Toronto, Ontario
Company PPI Management Inc. Posting End Date 2025-07-04 Company Overview

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 25,000 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.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 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 with your needs.