Agency Assistant

• Other Possible Location(s): Calgary, Alberta; Edmonton, Alberta; North York, Ontario
• Job category: Not Evaluated (Job Family)

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.

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.

The primary focus of the Agency Assistant is to work effectively with the agency administrators and support them in providing indispensable service to PPI Advisors with the insurance carriers and within PPI.

Key Responsibilities:

1. Monitor the team’s general mailbox and distribute emails to the proper team members.
2. Process advisor contract terminations, including orphan business reassignment with the carriers.
3. Coordinate advisor transfer out requests from PPI to their New MGA.
4. Facilitate advisor block transfers to another advisor outside of PPI (Sell Out).
5. Set up advisor’s rep and branch codes in PPI’s back-office system.
6. Ensure all advisor licensing and E&O requirements are up to date and entered in the APEXA system.
7. Assist advisors in maintaining their APEXA profile ensuring profile is in good order with updated contact info, licence(s), E&O, Annual Attestation, banking details, etc.
8. Investigate and facilitate all inquiries and issues as they relate to licensing and E&O.
9. Monitor APEXA feed and APEXA tasks daily to ensure system data is updated accordingly.
10. Ensure all tasks are completed within PPI service standards and all department goals are met as identified.
11. 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.
12. Additional responsibilities, duties and special projects as identified.

Education, Experience and Skills:

1. Minimum of 1-2 years of administrative experience in the insurance industry or similar work environment.
2. Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities.
3. Proven accuracy, attention to detail and data entry skills.
4. Excellent written and verbal communication skills.
5. For Quebec candidates, intermediate level of English language required to collaborate with and support English-speaking advisors, carriers, and colleagues on day-to-day transactions and inquiries through email, phone, and other written correspondences on a daily basis.
6. Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment.
7. Ability to represent self, office and organization in a professional, positive manner at all times.
8. Ability to handle sensitive and confidential information in a professional manner.
9. Knowledge of Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular.

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

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See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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.

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, write to us. Someone from our team will be happy to assist you.