Shaping Dreams Into Legacies
PPI elevates independent financial advisors to the next level.
Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation. A tireless supporter and advocate for Canada’s insurance advisors, PPI offers national resources through a network of local offices from coast to coast.
Unparalleled resources. At your command.
To maintain PPI’s exacting level of service, we are looking for an Agency Administrator to join our Quebec Team.
The primary focus of the Agency Administrator is to effectively facilitate the contracting of advisors with insurance carriers, resolve issues arising from advisor licensing and to investigate and resolve inquiries relating to advisor coding and advisor commissions as they pertain to coding overrides.
Facilitate the completion of all new contracting and transfers for an advisor with the insurance carriers.
Review advisor contracts for accuracy and communicate with advisors regarding any outstanding requirements.
Screen the advisor, communicate any issues with compliance and complete their PPI contracting.
Maintain advisor’s profile and ensure information is up to date in all PPI’ systems.
Ensure all advisor licensing and E&O requirements are up to date and entered into PPI’ systems and carriers’ notified.
Work with the APEXA system to facilitate advisors’ contracting and transfers.
Investigate and facilitate the resolutions of inquiries and/or issues relating to advisor contracting, licensing and commissions including communicating with the insurance carriers, advisors and appropriate departments within PPI.
Set up investment Rep codes and maintain Rep records in the PPI investment system.
Coordinate the set-up of advisors on insurance carrier websites to ensure that they are able to download commission statements. When required, retrieve commission statements from the insurance carrier websites or directly from the insurance carriers.
Ensure all tasks are completed with PPI standards and all department goals are completed as identified.
Additional responsibilities, duties and special projects as identified.
Education, Experience and Skills:
A minimum of 2 years of contracting experience with an existing Managing General Agency or similar work environment
Bilingual in English and French an asset
Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities
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 PowerPoint in particular
Bilingualism in French and English an asset
We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.