New Business Administrator

Original job posting

The New Business Administrator manages life insurance applications from submission to commission, ensuring compliance and accuracy throughout the process. They act as a primary point of contact for advisors, coordinating with insurance carriers and maintaining detailed records in WealthServ.

Job details

Job Description PPI company overview: 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: www.ppi.ca. New Business Administrator The primary focus of the New Business Administrator is to ensure service levels to advisors are maintained and to manage cases from submission to commission as quickly and seamlessly as possible. The New Business Administrator processes life insurance applications through the appropriate channels resulting in the issue and settlement of policy contracts including conducting appropriate follow up for requested information, data entry, reviewing all incoming mail and determining the appropriate course of action. This is a contract position for an expected duration of 18 months. Key Responsibilities: Process new business applications ensuring issue and settlement processing steps are compliant, accurate and carried out in a timely manner to deliver a positive and value-added experience for advisors and maintain PPI’s service standards. Assume ownership of assigned files, and quality of data, 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. Order all underwriting requirements where required or confirmation of same when ordered by the advisor ensuring that all medical and/or financial documentation requirements are received and included with applications. Prepare all requirements for mailing to insurance carriers and/or advisors. Build effective relationships with assigned advisors acting as a consistent point of contact throughout the process and responding to queries. Maintain contact between the insurance carrier and the advisor regarding the status of the application; follow up with paramedical facilities and advisors as required, ensuring advisors are updated regularly on current status. Review issued policies to confirm complete accuracy and ensure advisor receives a copy. Settle policies by following up on all outstanding requirements, obtain all necessary signatures. Ensure progress is recorded in WealthServ in a timely manner and per PPI’s service standards. Anticipate the needs of advisors and follow established processes for informing advisors of important details related to underwriting. Effectively resolve any issues which pertain to cases in underwriting. Verify and update carrier feeds where applicable. 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. Additional responsibilities, duties and special projects as identified. Education, Experience and Skills: A minimum of 2-5 years’ administrative experience, preferably in the insurance industry with an emphasis on new business processes Industry designation(s) (FLMI, ACS, AIAA) considered an asset 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 The expected salary range for this position starts at $50,000 and will be commensurate with the candidate’s experience and skill set. 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(s) Calgary / 205 Quarry Park Boulevard SE Other Possible Location(s) Vancouver / 505 Burrard StreetWinnipeg / 360 Main StreetEdmonton, 5241 Calgary Trail NW Company PPI Management Inc. Posting End Date 2026-10-09 Company Overview 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. * iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 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. Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

What you’ll do

The New Business Administrator manages life insurance applications from submission to commission, ensuring compliance and accuracy throughout the process. They act as a primary point of contact for advisors, coordinating with insurance carriers and maintaining detailed records in WealthServ.

Requirements

Candidates must have 2-5 years of administrative experience, preferably within the insurance industry, and possess strong organizational and data entry skills. Proficiency in Microsoft Office and familiarity with WealthServ are required, while industry designations like FLMI or ACS are considered an asset.

Benefits

• Hybrid work environment
• Work from home flexibility
• Professional development opportunities

Listed skills

• Data entry · Preferred
• Microsoft Office · Preferred
• Time management · Preferred
• Communication Skills · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• New business processing
• Life insurance administration
• Data entry
• WealthServ
• Microsoft Office
• Time management
• Organizational skills
• Communication skills
• Relationship management
• Underwriting support
• Policy settlement
• Attention to detail
• Business Process
• Management
• Innovation
• Microsoft PowerPoint
• Microsoft Excel
• Detail Oriented
• Financial Services
• Microsoft Outlook
• Marketing
• Interpersonal Communications
• Professionalism
• Environmental Social And Corporate Governance (ESG)
• Time Management
• Administrative Functions
• Data Entry
• Wealth Management
• Verbal Communication Skills
• Service Standards
• Underwriting
• Value-Added Services
• Settlement
• Insurance Industry
• Fellow Of Life Management Institute

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support
• New Business Administrator
• Administrative Manager
• Office Supervisors
• Administrative Services Managers