New Business Administrator

iA Financial Group (Industrial Alliance); Montreal; Hybrid; CAD 42,000 - 60,000; Full time

Job summary

PPI Management Inc. in Québec and Montréal seeks a New Business Administrator to support independent advisors by processing life insurance applications from submission to settlement.

You will gather information, coordinate with carriers, and maintain accurate data in WealthServ while delivering timely communication with advisors. Hybrid work is available, with options to work from home up to 3 days per week, and the role emphasizes accuracy, discretion with sensitive data, and strong

Qualifications

• 2–5 years’ administrative experience, preferably in the insurance industry with emphasis on new business processes.
• Industry designation(s) (FLMI, ACS, AIAA) considered an asset.
• Superior organizational and time management skills with ability to handle high volumes and tight deadlines.
• Proven accuracy, attention to detail and data entry skills.
• Excellent written and verbal communication skills.
• Strong interpersonal skills with ability to build relationships in a team.
• Professional demeanor and discretion with confidential information.
• WealthServ and MS Office knowledge: Outlook, Word, Excel, PowerPoint.

Responsibilities

• Process new business applications ensuring issue and settlement steps are compliant and timely.
• Own assigned files and ensure data quality and timely progress.
• Order underwriting requirements and obtain required medical/financial documentation.
• Prepare all requirements for mailing to carriers/advisors.
• Build relationships with advisors and act as a consistent contact.
• Maintain timely communication with carriers and advisors about status.
• Review issued policies for accuracy and provide copies to advisors.
• Follow up to obtain signatures and finalize policies.
• Record progress in WealthServ per service standards.
• Anticipate advisor needs and notify them of underwriting details.
• Resolve issues related to underwriting and carrier feeds.

Skills

Administrative experience

Insurance industry knowledge

Data entry

Attention to detail

Microsoft Office

French language

English communication

Time management

Education

Industry designation FLMI/ACS/AIAA considered asset

Tools

WealthServ

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.

New Business Administrator

The primary focus of the New Business Administrator is to ensure service levels to advisors are maintained and to manage cases from submission to commission as quickly and seamlessly as possible.

The New Business Administrator processes life insurance applications through the appropriate channels resulting in the issue and settlement of policy contracts including conducting appropriate follow up for requested information, data entry, reviewing all incoming mail and determining the appropriate course of action.

Key Responsibilities:

• Process new business applications ensuring issue and settlement processing steps are compliant, accurate and carried out in a timely manner to deliver a positive and value-added experience for advisors and maintain PPI’s service standards.

• Assume ownership of assigned files, and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible and understanding the downstream impact on reporting and commissions.

• Order all underwriting requirements where required or confirmation of same when ordered by the advisor ensuring that all medical and/or financial documentation requirements are received and included with applications.

• Prepare all requirements for mailing to insurance carriers and/or advisors.

• Build effective relationships with assigned advisors acting as a consistent point of contact throughout the process and responding to queries.

• Maintain contact between the insurance carrier and the advisor regarding the status of the application; follow up with paramedical facilities and advisors as required, ensuring advisors are updated regularly on current status.

• Review issued policies to confirm complete accuracy and ensure advisor receives a copy.

• Settle policies by following up on all outstanding requirements, obtain all necessary signatures.

• Ensure progress is recorded in WealthServ in a timely manner and per PPI’s service standards.

• Anticipate the needs of advisors and follow established processes for informing advisors of important details related to underwriting.

• Effectively resolve any issues which pertain to cases in underwriting.

• Verify and update carrier feeds where applicable.

• 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.

• Additional responsibilities, duties and special projects as identified.

Education, Experience and Skills:

• A minimum of 2-5 years’ administrative experience, preferably in the insurance industry with an emphasis on new business processes

• Industry designation(s) (FLMI, ACS, AIAA) considered an asset

• Superior organizational and time management skills with proven ability to handle high volumes of work and tight deadlines

• 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 WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular

• Advanced level of French language required

• Intermediate level of English language required as incumbent will need to respond to written and verbal inquiries to English-speaking colleagues and advisors on a weekly 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 / 6700, boulevard Pierre-Bertrand

Other Possible Location(s)

Montreal / 2000 McGill College Avenue

Company

PPI Management Inc.

Posting End Date

2026-12-11

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.

Technology and Artificial Intelligence in Recruitment

To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice.