New Business and Policy Service Administrator
Vancouver, BC +2PPI Management Inc.
2+ YOECandidates need 2-5 years of administrative experience in the life insurance industry, preferably in new business or policy service. They need knowledge of life insurance products and underwriting, strong attention to detail, WealthServ and Microsoft Office skills, and good communication. Industry designations and French-English bilingualism are assets.
WealthServ, Microsoft Office
Business Development Coordinator - ON
Toronto, ONPPI Management Inc.
3+ YOECandidates need at least 3 years of administrative experience, excellent MS Office skills and strong organization. Knowledge of life insurance sales is strongly desired, and French-English bilingualism is preferred.
PowerBI, MS Office, PPI Advisor Portal, WealthServ, Secure Messaging
Business Development Coordinator
Toronto, ON +2PPI Management Inc.
3+ YOECandidates need at least 3 years of administrative experience, excellent MS Office skills and strong organization and attention to detail. Bilingual French and English is strongly preferred, and a college diploma, university degree or equivalent experience is required.
MS Office, PowerBI, Advisor Portal, Secure Messaging, WealthServ, Bluesun
Contracting Administrator
Québec, QCPPI Management Inc.
2+ YOECandidates need at least 2 years of contracting experience with a Managing General Agency or similar environment, strong organization, accuracy and data entry skills, and knowledge of WealthServ, APEXA and Microsoft Office. Bilingual French and English and industry designations (FLMI, ACS, AIAA) are assets.
APEXA, WealthServ, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
New Business Administrator
Québec, QC +1PPI Management Inc.
2+ YOECandidates need 2 to 5 years of administrative experience, ideally in insurance new business, with strong organization, accuracy and communication skills. Advanced French and intermediate English, plus WealthServ and Microsoft Office knowledge, are required.
WealthServ, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Senior Consultant, Advanced Underwriting
Québec, QC +7PPI Management Inc.
5+ YOECandidates need 5 to 10 years of underwriting experience, full bilingual fluency in French and English, and experience serving high net worth advisors. Strong service, analytical, communication and Microsoft Office skills are needed, and an AALU or FALU designation and business degree are preferred.
WealthServ, Microsoft Word, Microsoft Excel, Microsoft Outlook