Contracting Assistant at PPI Management

Join PPI Management as a Contracting Assistant and support advisors in a flexible hybrid environment. This role focuses on administrative tasks and ensuring compliance across licensing and contracts.

Within this contract position, you will collaborate with the Contracting Administrators to provide exceptional service to advisors. Your key tasks will include handling contract terminations, assisting with advisor transfers, and maintaining up-to-date licensing requirements. This role is ideal for candidates looking to further their administrative career in the insurance industry.

Key Responsibilities:

• Manage the team’s mailbox and allocate emails appropriately

• Process terminations and manage orphan business assignments

• Oversee advisor transfer requests to their new MGAs

• Ensure compliance with licensing and E&O standards

• Facilitate block transfers of advisors as needed

Requirements:

• 1-2 years administrative experience in insurance

• Proven organizational skills and attention to detail

• Excellent communication and interpersonal skills

• Proficient in Microsoft Office applications

• Ability to handle confidential information professionally

Step into a role that emphasizes organization and advisor support at PPI Management.
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