Policy Service Administrator

Policy Service Administrator

Primary focus: maintain service levels to advisors and service all inforce life insurance policies, including processing all changes submitted by an advisor.

This is a contract position for an expected duration of 9 months.

• Assume ownership of assigned files, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible and understanding the downstream impact on reporting and commissions.
• Anticipate the needs of advisors and follow established processes for informing advisors of important details related to policy changes.
• Act as the key resource and contact for all insurance carriers with respect to in force policies.
• Responsible for relating information from insurance carriers to the servicing advisor.
• Ensure PPI service standards are maintained by ensuring all changes to existing policies are accurate, processed in a compliant and timely manner, submitted to the appropriate carrier and recorded in Wealth Serv as per PPI guidelines.
• Respond to inquiries from servicing advisors and insurance carriers.
• Ensure that servicing advisors are updated regularly on current status.
• Follow up on all outstanding requirements for policy changes.
• Follow up with insurance carriers as needed to ensure the requested changes are processed in a timely manner.
• Additional responsibilities, duties and special projects as identified.
• 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.

• A minimum of 2 years' experience in the insurance industry with an emphasis on policy service processes
• Knowledge of life insurance terminology and products preferred
• 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 Microsoft Office programs;
  Outlook, Word, Excel and in particular. Knowledge of Wealthserv is considered an asset.
• Advanced level of the English and French language required as incumbent will need to respond to questions and build relationships with English-speaking advisors and colleagues on a daily basis

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

Location:

Québec, Québec. Other Possible Location(s):
Montreal, Quebec.

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.