Policy Service Administrator

Job Description

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:

Policy Service Administrator The Policy Service Administrator is responsible for providing exceptional service to advisors by managing all aspects of in-force life insurance policy administration. This includes coordinating and processing policy changes, ensuring compliance with carrier and regulatory requirements, and delivering timely, accurate communication throughout the servicing process.

• Manage assigned policy service requests from initiation to completion, prioritizing urgent matters, resolving issues proactively, and understanding the impact on downstream processes, reporting, and commissions.
• Proactively anticipate advisor needs and provide timely, accurate updates regarding policy changes and outstanding requirements.
• Act as the key resource and contact for all insurance carriers with respect to in force policies.
• Communicate carrier decisions, requirements, and updates clearly and effectively to advisors.
• Ensure all policy changes are processed accurately, compliantly, and within established service standards, including submission to carriers and documentation within Wealth Serv in accordance with PPI procedures.
• Respond promptly and professionally to inquiries from advisors, carriers, and internal stakeholders.
• Maintain regular communication with advisors regarding the status of requests, outstanding requirements, and expected timelines.
• Monitor and follow up on outstanding requirements to ensure timely completion of policy service transactions.
• Collaborate with insurance carriers to resolve issues and expedite policy servicing requests when required.
• Ensure compliance with privacy, regulatory, and company requirements when handling client information.
• Additional responsibilities, duties and special projects as identified.
• 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.

• 2+ years of experience in the life insurance industry, preferably within policy service, policy administration, or advisor support functions.
• Industry designations (e.g., ALMI, FLMI, ACS) considered an asset.
• Knowledge of life insurance products, concepts, and industry terminology preferred.
• Strong organizational and time management skills with the ability to effectively manage multiple priorities in a fast-paced environment.
• Exceptional attention to detail with a demonstrated commitment to accuracy and quality.
• Strong written and verbal communication skills
• Strong relationship-building skills with the ability to collaborate effectively with advisors, carriers, and internal stakeholders.
• Proficiency with Wealth Serv and Microsoft Office applications
• Ability to build and maintain positive professional relationships while representing the organization with integrity, professionalism, and respect.
• Adaptabl…