Manager, Process Innovation

Job Description

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.

For more information about PPI visit:

The Manager, Process Innovation leads operational process improvement initiatives that drive business change, deliver measurable business value, and leverage automation to enhance efficiency. The role works closely with operations leaders to plan and implement process changes that increase overall productivity, accuracy and improve end user and advisor experience.

• Partner with operations senior management to assess and prioritize process improvement opportunities that will have the greatest impact on business performance. This includes evaluating current workflows and spotting areas where automation or redesign could enhance efficiency and service.

• Conduct cost-benefit and return-on-investment analyses for proposed projects. Present data-driven business cases that quantify expected gains (e.g. time savings, error reduction, cost reduction), ensuring that initiatives focus on high-value, impactful deliverables.

• Serve as the primary business lead for operations projects. Oversee planning, design, development, testing, and rollout of new processes and identify system enhancements that maximize positive business impact.

• Apply industry best practices and project management standards throughout execution (e.g. Lean Six Sigma methodologies, agile project management) to ensure timely and effective delivery of outcomes.

• Provide regular updates to stakeholders on recommendations, risks, and progress. Ensure transparency and alignment, and adjust plans based on feedback. Communicate how process changes will deliver business value and address operational pain points.

• Establish testing protocols for new processes/applications and define KPIs to monitor performance. Create reporting templates or dashboards to track the effectiveness of implemented changes. Use these metrics to verify that process innovations are delivering the expected benefits and to drive continuous improvement.

• Work with the appropriate team to ensure comprehensive training for staff on new processes, systems, or tools. Develop documentation and training programs so that employees can smoothly adopt changes to maximize the realized business value of improvements.

• Manage project timelines, costs and milestones, ensuring on-time delivery of improvements while meeting financial targets.

• Partner with various business leads and collaborate with Enterprise Project Management office (EPMO) with a lens on strategic initiatives.

• Continually review and redesign operational processes to eliminate unnecessary steps and manual touchpoints. Identify opportunities to automate workflows (e.g. through system features, RPA tools, or improved integrations) and to enhance service to advisors.

• Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees.

• Strong analytical abilities and effective problem-solving skills, with the creativity to design innovative process solutions.

• Able to dive into process data, identify root causes of inefficiencies, and devise technology-enabled improvements.

• Proven leadership experience, including effective people leadership, coaching, and talent development.

• Passion for leveraging technology to improve processes.

• Strong data management skills with proficiency in Microsoft Office tools.

• Experience and knowledge of life policy administration systems and data.

• Self-motivated with effective problem-solving capabilities and the initiative to be innovative and creative with developing new ideas and concepts.

• Results-driven with demonstrated ability to flourish in environments of significant change.

• Expert organizational and time management skills with…