New Business and Policy Service Administrator

Industrial Alliance Insurance and Financial Services Inc; Vancouver; Hybrid; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid work environment

Work from home up to 3 days/week

Job summary

PPI Management Inc. is seeking a New Business and Policy Service Administrator to support independent insurance advisors with new business applications and policy service transactions from initiation to completion.

You will own files, coordinate underwriting, and maintain records in WealthServ, while building strong advisor relationships. The role emphasizes accuracy, compliance, and timely processing in a collaborative, hybrid work environment.

Qualifications

• 2-5 years of administrative experience in the life insurance industry, preferably in new business, policy service, or advisor support functions.
• Knowledge of life insurance products, underwriting processes, policy administration, and industry terminology.
• Strong organizational and time management skills with the ability to manage multiple priorities and deadlines.
• Attention to detail and data entry accuracy.
• Excellent written and verbal communication skills.
• Ability to handle sensitive and confidential information professionally.

Responsibilities

• Process and manage new business applications and policy service requests ensuring transactions are accurate, compliant, and completed within service standards.
• Take ownership of assigned files from initiation to completion, prioritizing and resolving issues.
• Coordinate underwriting and other requirements ensuring documentation is obtained and followed through to completion.
• Build and maintain relationships with advisors, acting as a consistent point of contact.
• Proactively communicate with advisors and carriers regarding status, timelines, and updates.
• Review issued policies, policy changes, and transaction documentation for accuracy and compliance.
• Process policy settlements and changes with required signatures and approvals.
• Maintain accurate records in WealthServ and other systems.
• Collaborate with carriers, advisors, and internal stakeholders to expedite requests.
• Verify and update carrier feeds and electronic records where applicable.
• Ensure client information is handled per privacy and regulatory requirements.
• Participate in special projects and other assigned duties.
• Support PPI ESG commitments.

Skills

Organizational skills

Time management

Written & verbal communication

Relationship building

Discretion with confidential info

Adaptability

Bilingual English/French (asset)

Education

Industry designations (FLMI/ALMI/ACS/AIAA)

Tools

WealthServ

Microsoft Office

Job description

New Business and Policy Service Administrator

• Employer: PPI Management Inc.
• Office: 505 Burrard Street
• Other Possible Location(s): Edmonton, Alberta; Calgary, Alberta
• Job category: Not Evaluated (Job Family)

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.

New Business and Policy Service Administrator

The primary focus of the New Business and Policy Service Administrator is to provide exceptional service to advisors by managing both new business applications and in-force policy service transactions from initiation to completion. The role ensures service levels are maintained while all transactions are processed accurately, compliantly, and within established service standards.

Key Responsibilities:

• Process and manage new business applications and policy service requests ensuring all transactions are accurate, compliant, and completed within service standards.
• Take ownership of assigned files from initiation to completion, recognizing priorities and resolving issues that may impact processing, reporting, or commissions.
• Coordinate underwriting and other requirements ensuring all required documentation is obtained, submitted and followed through to completion.
• Build and maintain effective relationships with advisors, acting as a consistent point of contact throughout the process.
• Proactively communicate with advisors and carriers regarding status, outstanding requirements, timelines, decisions, and other important updates.
• Review issued policies, policy changes, and transaction documentation for accuracy, completeness and compliance.
• Process policy settlements and policy changes, ensuring all required signatures, documentation, and approvals are obtained.
• Maintain accurate and timely records of activities and progress in WealthServ and other applicable systems.
• Collaborate with insurance carriers, advisors, and internal stakeholders to resolve issues and expedite requests when required.
• Verify and update carrier feeds and electronic records where applicable.
• Ensure client information is handled in accordance with privacy, regulatory, carrier, and company requirements.
• Participate in special projects and additional responsibilities as assigned.
• Engage in actions that support PPI ESG commitments.

Education, Experience and Skills:

• 2-5 years of administrative experience in the life insurance industry, preferably in new business, policy service, or advisor support functions.
• Industry designations (FLMI, ALMI, ACS, AIAA) considered an asset.
• Knowledge of life insurance products, underwriting processes, policy administration, and industry terminology.
• Strong organizational and time management skills with the ability to manage multiple priorities and deadlines.
• Exceptional attention to detail, accuracy, and data entry skills.
• Excellent written and verbal communication skills.
• Strong relationship-building and interpersonal skills.
• Proficiency with WealthServ and Microsoft Office applications.
• Ability to handle sensitive and confidential information professionally.
• Adaptable and resilient with changing priorities and business needs.
• Bilingualism in English and French considered an asset.

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.

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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.

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, write to us . Someone from our team will be happy to assist you.