New Business and Policy Service Administrator

Skillhub Solutions Inc.; Edmonton; Hybrid; CAD 45,000 - 55,000; Full time

Job summary

PPI Management Inc., Edmonton, AB, is seeking a New Business and Policy Service Administrator. The role involves handling new business applications and policy service transactions for advisors, ensuring accurate, compliant processing within service standards.

This hybrid position offers work-from-home flexibility up to three days per week and requires 2–5 years in life insurance administration, with familiarity in WealthServ and MS Office. English-French bilingualism is an asset.

Qualifications

• Two to five years of administrative experience in the life insurance industry.
• Knowledge of life insurance products, underwriting, policy administration and industry terminology.
• Strong organizational, time-management, communication, and attention-to-detail skills.

Responsibilities

• Manage assigned applications and policy service files from initiation through completion.
• Coordinate underwriting requirements and follow up on outstanding documentation.
• Communicate transaction status, requirements, timelines, and decisions to advisors and carriers.
• Review issued policies and transaction documents for accuracy, completeness, and compliance.
• Process policy settlements and changes, and maintain records in WealthServ and other systems.
• Work with carriers, advisors, and internal teams to resolve issues and expedite requests.

Skills

Organizational skills

Time management

Communication

Attention to detail

Policy administration

Tools

WealthServ

Microsoft Office

Job description

New Business and Policy Service Administrator

PPI Management Inc.

Edmonton, AB Full-time CA$50,000 / year

PPI Management Inc. is an independent subsidiary of iA Financial that supports independent insurance advisors. This role offers a hybrid work arrangement, with the option to work from home up to three days per week.

New Business and Policy Service Administrator

Manage new business applications and in-force policy service transactions for advisors, ensuring accurate, compliant processing within established service standards.

Responsibilities

• Manage assigned applications and policy service files from initiation through completion.
• Coordinate underwriting requirements and follow up on outstanding documentation.
• Communicate transaction status, requirements, timelines, and decisions to advisors and carriers.
• Review issued policies and transaction documents for accuracy, completeness, and compliance.
• Process policy settlements and changes, and maintain records in WealthServ and other systems.
• Work with carriers, advisors, and internal teams to resolve issues and expedite requests.
• Handle client information in accordance with privacy, regulatory, carrier, and company requirements.

Qualifications

• Two to five years of administrative experience in the life insurance industry, preferably in new business, policy service, or advisor support.
• Knowledge of life insurance products, underwriting, policy administration, and industry terminology.
• Strong organizational, time-management, communication, and attention-to-detail skills.
• Proficiency with WealthServ and Microsoft Office.
• Industry designations such as FLMI, ALMI, ACS, or AIAA are an asset. English-French bilingualism is also an asset.

Expected salary: Starting at $50,000; commensurate with experience and skill set.