Job Description

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Agency Assistant

• Employer: PPI Management Inc.
• Office: 2235 Sheppard Avenue E
• Location: North York, Ontario
• Other Possible Location(s): Calgary, Alberta; Brossard, Quebec; Edmonton, Alberta; Halifax, Nova Scotia; Winnipeg, Manitoba; Quebec, Quebec; St-John's, Newfoundland and Labrador; Surrey, British Columbia; Vancouver, British Columbia
• Job category: Not Evaluated (Job Family)
• Job ID: JR10014596
• Job type: Temporary Job Full time
• Apply before: 2022-10-10

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Description

PPI company overview:

Shaping Dreams Into Legacies

PPI elevates independent financial advisors to the next level.

Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation. A tireless supporter and advocate for Canada's insurance advisors, PPI offers national resources through a network of local offices from coast to coast.

Unparalleled resources. At your command.

Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance. We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.

For more information about PPI visit:

To maintain PPI's exacting level of service, we are looking for an Agency Assistant to join any of our PPI offices.

Agency Assistant

The primary focus of the Agency Assistant is to effectively work with the agency administrators in the facilitation of contracting for advisors with insurance carriers, licensing and E&O's.

Responsibilities:

Facilitate the completion of advisor contracting with the insurance carriers

Review advisor contracts for accuracy and communicate regarding any outstanding requirements

Ensure all advisor licensing and E&O requirements are up to date and entered into PPI' systems and carriers' notified

Investigate and facilitate all inquiries and issues as they relate to licensing and E&O

Coordinate the setup of advisors on PPI' system and facilitate the contracting paperwork to be completed with the advisor in order to contract with the carriers

Work with the APEXA system to facilitate advisor's onboarding and contracting

Ensure all tasks are completed with PPI standards and all department goals are completed as identified

Additional responsibilities, duties and special projects as identified

Education, Experience and Skills:

Minimum of 1-2 years of administrative experience in the insurance industry or similar work environment

Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities

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 Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular

Excellent English language skills, both oral and written due to frequent interactions with English-speaking colleagues, internal partners or clients across Canada. Speaking French is an asset

We thank all candidates for applying, however only those selected for an interview will be contacted. Your resume may be used for other vacancies.

At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them. Watch the video

Company Overview

About

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.

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.

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