New Business Administrator

Iaawg; Quebec; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

PPI Management Inc. is seeking a New Business Administrator in Québec / Montréal area. Hybrid work option up to 3 days per week.

You will manage new life insurance cases from submission to settlement, ensuring accuracy, timely processing, and strong advisor service. Responsibilities include data entry, underwriting coordination, client-advisor communication, and policy administration within WealthServ. English/French bilingual capability is required along with a professional, confidential

Qualifications

• 2-5 years of administrative experience, preferably in insurance.
• Industry designations (FLMI, ACS, AIAA) considered an asset.
• Superior organizational and time management skills under tight deadlines.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and ability to work in a team.
• Knowledge of WealthServ and MS Office (Outlook, Word, Excel, PowerPoint).
• Ability to handle sensitive and confidential information.

Responsibilities

• Process new business applications ensuring issue and settlement steps are compliant and timely.
• Own assigned files, maintain data quality, and resolve urgent issues.
• Order underwriting requirements and ensure all docs are received with applications.
• Prepare all requirements for mailing to carriers and advisors.
• Build relationships with advisors and act as a consistent contact point.
• Maintain ongoing contact with carriers and advisors, updating status regularly.
• Review issued policies for accuracy and provide copies to advisors.
• Follow up on outstanding requirements to settle policies.
• Record progress in WealthServ per service standards.
• Anticipate advisor needs and inform them of underwriting details.
• Resolve underwriting issues and verify carrier feeds where applicable.
• Contribute to ESG commitments in interactions with advisors and clients.

Skills

Administrative experience

Organizational skills

Data entry

Written and verbal communication

Bilingual English/French

Professionalism

Education

FLMI

ACS

AIAA

Tools

WealthServ

Microsoft 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.

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
• Intermediate level of English and French language required as incumbent will need to respond to written and verbal inquiries on a weekly basis

Location(s)

• Location(s) Québec / 6700, boulevard Pierre-Bertrand
• Other Possible Location(s) Montreal / 2000 McGill College Avenue

Company PPI Management Inc.

Company Overview iA Financial Group*

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.

As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes.

In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers.

At iA Financial Group, our differences make us unique.

We are committed to supporting and celebrating diversity because we believe that it is 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.

Want to join the iA family, but there’s no job openings right now that match your profile? Let us know you’re interested!