Contracting Assistant

Iaawg; Toronto; On-site; CAD 41,000 - 50,000; Full time

Benefits offered by this job

Hybrid work model

Competitive salary

Job summary

PPI Management Inc. in Canada is seeking a Contracting Assistant for a 14-month contract to support Contracting Administrators and PPI Advisors with carriers and internal processes.

The role covers licensing, E&O compliance, advisor transfers, and system setups in back-office platforms, contributing to service standards and ESG commitments. Bilingual FR/EN is a plus, and the position may involve multiple locations including North York and Calgary.

Qualifications

• 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.
• Bilingual in French and English is an asset.
• This role is for an existing position.

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 commitments.

Skills

Administrative experience

Bilingual FR/EN (asset)

MS Office proficiency

Communication skills

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

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.

Contracting Assistant

The primary focus of the Contracting Assistant is to work effectively with the Contracting Administrators and support them in providing indispensable service to PPI Advisors with the insurance carriers and within PPI. This is a contract position for an expected duration of 14 months.

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.
• Bilingual in French and English is an asset.
• This role is for an existing position.

The expected salary range for this position starts at $45,000 and will be commensurate with the candidate’s experience and skill set.

Location(s) North York / 2235 Sheppard Avenue E Other Possible Location(s) Calgary / 205 Quarry Park Boulevard SE

Company PPI Management Inc.

Posting End Date 2026-09-18

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. We are committed to supporting and celebrating diversity because we believe that it’s by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.