Contracting Assistant

iA Financial Group (Industrial Alliance); Toronto; Hybrid; CAD 41,000 - 50,000; Full time

Benefits offered by this job

Hybrid work arrangement (up to 3 days/

Job summary

PPI, an independent subsidiary of iA Financial, is seeking a Contracting Assistant to support Contracting Administrators and provide indispensable service to PPI Advisors with insurance carriers. This 14-month contract role involves handling licensing, E&O, and advisor data in the APEXA system, while ensuring service standards are met.

The role supports hybrid work arrangements, with up to three days remote per week, and a focus on ESG commitments to advisors, clients, and employees.

Qualifications

• Minimum of 1–2 years of administrative experience in the insurance industry or similar environment.
• Superior organizational and time management skills with ability to manage multiple tasks.
• Proven accuracy, attention to detail and data entry skills.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and ability to work in a team.
• Ability to handle sensitive information professionally.
• Proficiency with Microsoft Office including Outlook, Word, Excel, PowerPoint.

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 with up-to-date contact info, licences, E&O, Annual Attestation, banking details, etc.
• Investigate and facilitate inquiries related to licensing and E&O.
• Monitor APEXA feed and tasks to ensure system data is updated.

Skills

Administrative support

Organizational skills

Attention to detail

Communication skills

Multitasking

Professionalism

Bilingual in French and English

Tools

Microsoft Office

Outlook

Excel

PowerPoint

Job description

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.