Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The New Business Administrator ensures service levels to advisors are maintained and manages cases from submission to commission as quickly and seamlessly as possible. This role processes life insurance applications, conducts follow-ups, performs data entry, and reviews incoming mail to ensure policies are issued and settled efficiently.

Responsibilities

• Process new business applications ensuring compliance, accuracy, and timeliness to deliver a positive experience for advisors and maintain PPI’s service standards.
• Assume ownership of assigned files and data quality, identifying urgencies and resolving issues that may impede process flow.
• Order underwriting requirements or confirm when ordered by the advisor, ensuring all necessary documentation is received.
• Prepare all requirements for mailing to insurance carriers and/or advisors.
• Build effective relationships with assigned advisors, acting as a consistent point of contact and responding to queries.
• Maintain communication between the insurance carrier and the advisor regarding application status, following up with paramedical facilities and advisors as needed.
• Review issued policies for accuracy and ensure the advisor receives a copy.
• Settle policies by following up on outstanding requirements and obtaining necessary signatures.
• Ensure progress is recorded in WealthServ in a timely manner and per PPI’s service standards.
• Anticipate advisor needs and follow established processes for informing them of underwriting-related details.
• Effectively resolve issues pertaining to cases in underwriting.
• Verify and update carrier feeds where applicable.
• Engage in actions that encourage, reflect, and align with PPI’s ESG commitments.
• Perform additional responsibilities, duties, and special projects as identified.

Requirements

• A minimum of 2-5 years’ administrative experience, preferably in the insurance industry with an emphasis on new business processes.
• 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.

Skills

• Organizational skills
• Time management skills
• Data entry skills
• Written communication skills
• Verbal communication skills
• Interpersonal skills
• Relationship building
• Teamwork
• Professionalism
• Confidentiality
• WealthServ knowledge
• Microsoft Office proficiency (Outlook, Word, Excel, PowerPoint)

Location

• North York / 2235 Sheppard Avenue E
• Winnipeg / 360 Main Street
• St John's / 140 Water Street

Work Type

• Hybrid
• Working from home up to 3 days per week

Experience Level

• 2-5 years administrative experience

Education Level

• Industry designation(s) (FLMI, ACS, AIAA) considered an asset.

Salary/Compensations

• Starts at $50,000, commensurate with experience and skill set.

Benefits

• Opportunities to learn and develop skills
• Opportunities to develop career

About the Company

• PPI is an Insurance Marketing Organization that sits between independent advisors and insurance companies.
• PPI provides value-added services and support such as digital tools, education, marketing, and processing to help advisors elevate and grow their business.
• PPI is part of iA Financial Group, a company with over 8,000 employees serving over four million clients and 25,000 advisors.
• iA Financial Group has over $200 billion in assets and invests in technological innovation.
• iA Financial Group has a history of over 125 years.

Equal Opportunity

• PPI is a diverse, inclusive, and equitable place to work that values different perspectives.
• 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.
• If you need help or assistance to make the recruitment process more accessible, please Contact us here.