New Business Administrator

iA Financial Group; Quebec; Hybrid; CAD 42,000 - 64,000; Full time

Job summary

PPI is seeking a New Business Administrator to support insurance advisors and streamline submissions to commissions. You will process life insurance applications, manage data entry, and ensure timely issue and settlement of policy contracts.

You will serve as a reliable point of contact for advisors throughout the workflow. Qualified candidates have 2–5 years of administrative experience in insurance, familiarity with WealthServ and MS Office, and bilingual English/French, with strong

Qualifications

• At least 2–5 years of administrative experience, preferably in insurance, focusing on new business processes.
• Industry designations such as FLMI, ACS, or AIAA are a plus.
• Excellent organizational and time management skills with ability to handle high volumes and deadlines.
• Strong attention to detail and data-entry accuracy.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and teamwork abilities.
• Professional, discreet handling of confidential information.
• Proficient with WealthServ and MS Office (Outlook, Word, Excel, PowerPoint).
• Bilingual English and French (intermediate) required.

Responsibilities

• Process new business applications and ensure timely issue and settlement.
• Own assigned files and maintain data quality and timely updates.
• Coordinate underwriting requirements and collect medical/financial documents.
• Prepare mailings to carriers and advisors.
• Build relationships with advisors and serve as point of contact.
• Maintain status updates with carriers and advisors.
• Review issued policies for accuracy and send copies to advisors.
• Follow up on outstanding requirements to settle policies.
• Record progress in WealthServ per service standards.
• Support ESG commitments in interactions with advisors and clients.
• Handle additional duties and special projects as needed.

Skills

Organizational skills

Time management

Data entry

Communication skills

Interpersonal skills

Professionalism

Teamwork

Confidentiality

MS Office

WealthServ knowledge

Education

FLMI

ACS

AIAA

Tools

WealthServ

Outlook

Excel

Word

PowerPoint

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

We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.