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About the Role

The Administrative Specialist, Advanced Underwriting is a key member of the Advanced Underwriting team responsible for providing an advanced level of administrative support in the management of PPI qualifying new business and preliminary cases. Utilizing a strong understanding of all aspects of both the administrative and underwriting processes, the Administrative Specialist, Advanced Underwriting supports PPI Underwriters, working closely with our Advisors and carriers to facilitate submission and ongoing management of PPI-qualifying and preliminary cases.

Responsibilities

Maintain internal Advanced Underwriting databases to include confidential underwriting-specific files, underwriting resource information and key contacts section.
Establish and maintain preliminary files in accordance with the Preliminary File protocol, including ordering all necessary preliminary requirements as directed by the PPI Underwriter and completing necessary follow-up.
Collaborate closely with advisors and vendors to coordinate scheduling and special requirements, including EI preparation and exception handling to ensure efficient processing and clear expectation management.
Contact doctors directly as required to clarify details and/or to help expedite handling.
Ongoing collaboration with PPI Underwriter in management of complex and high‑value advanced underwriting cases from initial intake through submission, underwriting coordination, carrier approval, and transition to New Business.
Liaise with colleagues on operations teams to ensure appropriate action is taking place on any advanced underwriting submitted cases.
Conduct internet research as part of the underwriting risk assessment process under the direction and supervision of senior team members.
Apply strong judgment to identify material, relevant findings and distinguish them from non‑material information.
Proactively identify, escalate, and help mitigate potential underwriting risks that could materially impact case outcomes.
Determine when files need to be closed based on UW protocol, notify advisor and ensure the file is flagged for invoicing.
Work closely with Marketing Resources counterparts to manage and share applicable case information through WealthServ and other formats to ensure all parties have access to relevant information and are well-informed of identified cases and specific underwriting initiatives.
Update weekly reports and maintain internal tracking systems as required.
Enhance and strengthen reporting of management data to provide relevant data to more effectively performance and chart direction.
Take on or provide assistance with other projects or tasks as necessary and as directed by the Team Leader, Advanced Underwriting.

Requirements

Must be fluently bilingual, both oral and written, in French and English (mandatory).
Applicants must be authorized to work for any employer in the U.S.
Unable to support or take over sponsorship of employment visas at this time, including H-1B visas and participation in STEM OPT work authorizations.

Skills

Strong written and oral communication skills
Strong interpersonal skills with demonstrated ability to develop and maintain relationships
Demonstrated analytical skills and problem-solving abilities
Excellent organization and time management skills with proven ability to handle multiple tasks and move between projects continuously
Initiative to be innovative and creative with developing new ideas and concepts
Proven ability to handle confidential material with the highest level of discretion
Demonstrated maturity and ability to respond appropriately in stressful situations
Advanced degree of skill with Microsoft software applications, in particular, Word, Excel and Outlook
Internet proficiency

Location

Remote (up to 3 days per week)

Work Type

Hybrid

Experience Level

Minimum of 5 years’ experience in a financial environment
Considerable experience in a highly service oriented role

Education Level

Undergraduate degree in a business-related program desirable
Industry designation(s) (FLMI, ACS, AIAA) desirable

Salary/Compensations

Starts at $55,000, commensurate with experience and skill set

Benefits

Medical, Dental, and Vision Insurance
Company-Paid Term Life, AD&D Insurance, Long and Short-Term Disability Insurance
Company-Paid Health Advocate Benefit
Wellness Allowance
Generous Paid Time Off Plan and Holidays
401(k) With Company Match
Competitive Bonus Program
Employee Assistance Program
Employee Discount Program

About the Company

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.
iA American Warranty LP, American Amicable Group of Companies, iA American Life Insurance Company and Industrial Alliance Portfolio Management LLC are all part of iA Financial Group, one of the largest insurance and wealth management groups in North America.
In the last few years, iA American has been thoughtfully built by iA Financial Group through the acquisition of several US based entities.
Our suite of products and services includes automotive protection packages, reinsurance options, dealer support, direct-to-consumer products, in-house administration, life insurance, progressive special markets, and more!
iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network.
Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.
Our CEO Denis Ricard won #1 Insurance CEO in Canada from Glassdoor!
iA American has been thoughtfully built by iA Financial Group through the acquisition of Innovative Aftermarket Systems (IAS), SouthwestRe, and Dealers Assurance Company (DAC).
Our US headquarters is in Austin, TX.
American Amicable traces its roots back to 1910 and is a progressive special markets insurer.
Based in Waco, TX, the Company offers innovative life insurance and annuity products developed to target the individual needs of protection, wealth creation, and estate preservation.
iA Financial Group is the strength of a company with a human side, with its over 9,000 employees.
Together, we have earned the trust of more than five million clients and 50,000 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.
We’re invested in you.

Equal Opportunity

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives.
Our differences make us unique, and even stronger. That’s why, at iA Financial Group, we are committed to supporting and celebrating diversity.
We are continually building a team that is as diverse as the people and communities we serve.
By combining our different ways of seeing and experiencing the world, we will always be stronger than the sum of our parts!