New Business Administrator

iA Financial Group (Industrial Alliance); Winnipeg; Hybrid; CAD 45,000 - 55,000; Full time

Job summary

PPI Management Inc. is hiring a New Business Administrator to support independent advisors with life insurance applications from submission to commission. The role focuses on data accuracy, timely processing, and maintaining strong relationships with advisors.

Hybrid work is available, with regular interaction across WealthServ and MS Office tools. The candidate should have 2–5 years in administrative roles within insurance and excel at organization and confidentiality.

Qualifications

• 2-5 years of administrative experience, preferably in insurance
• Industry designation(s) considered an asset
• Strong organizational and time-management skills with ability to handle high volumes
• Proven accuracy, attention to detail and data entry skills
• Excellent written and verbal communication skills
• Strong interpersonal skills and teamwork ability
• Professional demeanor and confidentiality
• WealthServ knowledge and MS Office proficiency (Outlook/Word/Excel/PowerPoint) considered an asset

Responsibilities

• Process new business applications ensuring timely and compliant issue and settlement
• Own assigned files and maintain data quality, recognizing urgencies
• Order underwriting requirements and collect medical/financial documentation
• Prepare mailings to carriers/advisors
• Build relationships with advisors and act as a consistent contact
• Maintain advisor communication on application status and follow up with paramedical facilities
• Review issued policies for accuracy and copies
• Settle policies by obtaining necessary signatures and following up on requirements
• Record progress in WealthServ per service standards
• Inform advisors of underwriting-related details and issues
• Resolve underwriting-related issues and verify carrier feeds
• Contribute to ESG commitments with advisors and clients

Skills

Organizational skills

Time management

Attention to detail

Verbal and written communication

Interpersonal skills

MS Office proficiency

WealthServ knowledge

Bilingual English/French (asset)

Education

Industry designation: FLMI/ACS/AIAA (asset)

Tools

WealthServ

Microsoft Office Suite (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.
• Bilingualism in English and French will be considered an asset.

This role is for a new/existing position. The expected salary range for this position starts at $50,000 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.

Location(s)

North York / 2235 Sheppard Avenue E

Other Possible Location(s)

Winnipeg / 360 Main StreetSt John’s / 140 Water Street

Company

PPI Management Inc.

Posting End Date

2026-09-25

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.