Manager, Contracting Solutions

Iaawg; Toronto; Hybrid; CAD 68,000 - 83,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

PPI, an independent subsidiary of iA Financial, is seeking a Manager, Contracting Solutions in Toronto to lead a specialized team handling complex contracting cases and advisor transitions. You will drive process improvements, ensure regulatory compliance, and enable scalable contracting to support growth.

The role requires 10+ years in life insurance, strong problem-solving and communication skills, and a hybrid work approach with potential travel.

Qualifications

• 10+ years of experience in the life insurance industry.
• Experience with complex contracting, adviser transitions, and MGA integrations.
• Strong problem-solving, communication, and project leadership skills.

Responsibilities

• Lead a specialized team handling complex contracting cases and advisor transitions.
• Provide SME guidance for contracting and transfer scenarios to internal teams, advisors, carriers and partners.
• Oversee integration of acquired advisor practices and MGAs with risk mitigation and regulatory compliance.
• Drive process improvements to streamline contracting, licensing, and onboarding workflows.
• Champion automation and innovative initiatives within Contracting and adjacent areas.
• Support strategic initiatives, system implementations, and transformation projects.

Skills

Leadership

Strategic thinking

Problem solving

Communication

Tools

Apexa

Wealthserv

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.**Manager, Contracting Solutions**The Manager, Contracting Solutions provides leadership and expertise for PPI's most complex contracting activities and strategic initiatives. Responsible for overseeing specialized contracting, advisor and MGA transitions, process optimization, and technology-enabled transformation, the role ensures contracting services remain efficient, scalable, and aligned with business growth objectives. Through deep industry knowledge, operational leadership, and a focus on innovation, the incumbent drives continuous improvement, advances automation opportunities, and helps position the contracting function as a strategic enabler of advisor success and organizational growth.**Key Responsibilities:*** Lead a specialized team responsible for complex contracting cases, including multi-advisor arrangements, advisor transitions, MGA acquisitions, and onboarding activities.* Coach, mentor, and develop Contracting staff through ongoing feedback, training, and development planning.* Act as the subject matter expert for complex contracting and transfer scenarios, providing guidance and solutions to internal teams, advisors, carriers, and partners.* Oversee the successful integration of acquired advisor practices and MGAs, ensuring timely execution, risk mitigation, compliance, and a seamless advisor experience.* Drive continuous improvement by identifying opportunities to streamline processes, enhance service delivery, reduce manual effort, and improve operational efficiency.* Establish and maintain best practices for contracting, licensing, and advisor transfers, ensuring consistency, scalability, and regulatory compliance.* Champion automation and innovation initiatives within Contracting, by identifying opportunities, building business cases, and leading implementation and adoption efforts.* Lead or contribute to strategic initiatives, acquisitions, system implementations, and operational transformation projects impacting contracting operations and advisor onboarding.* Serve as a trusted advisor to leadership by providing insights and recommendations on contracting strategy, operational risk, industry developments, and emerging trends.* Perform additional responsibilities and special projects as assigned.* Some travel may be required.**Education, Experience and Skills:*** Creative problem solver with highly developed critical thinking skills* Passion for leveraging technology to improve processes* Experience and knowledge of life policy administration systems and data* Self-motivated with effective problem-solving capabilities and the initiative to be innovative and creative with developing new ideas and concepts* Results driven with demonstrated ability to flourish in environments of significant change* Superior organizational and time management skills with proven ability to organize self and others while handling high volumes of work and tight deadlines* Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment* Ability to handle sensitive and confidential information in a professional manner* Excellent written and verbal communication skills* Advanced knowledge of Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular* 10+ years’ relevant experience in the life insurance industry* In-depth knowledge of Apexa and Wealthserv* Advanced proficiency in English and French is considered a definite asset*This role is for a new position. The expected salary range for this position starts at $75,000 and will be commensurate with the candidate’s experience and skill set.**We thank all applicants for applying, however, only those selected for an interview will be contacted.* *Your resume may be used for other vacancies.*