Step into the role of Policy Service Administrator with PPI, where you’ll engage closely with advisors and ensure timely policy management. Your expertise will support PPI's service standards.
PPI, an independent arm of iA Financial, seeks a Policy Service Administrator to work in North York, Winnipeg, or St. John’s. This position requires two years of experience in policy service roles. You will manage policy file urgencies and provide essential updates to advisors from insurance carriers.
Key Responsibilities:
• Take ownership of policy files and their accuracy
• Provide timely updates on policy changes to advisors
• Handle inquiries from servicing advisors and carriers
• Process changes adhering to PPI guidelines
• Engage in special projects as needed
Requirements:
• Minimum two years of relevant experience
• Excellent organizational and time-management skills
• Proven record of accuracy in data entry
• Knowledge of WealthServ and Microsoft Office...