PPI Administrative Specialist in Underwriting

Join PPI as an Administrative Specialist specializing in Advanced Underwriting. This hybrid position offers the chance to support independent insurance advisors and manage complex cases.

As an Administrative Specialist on the Advanced Underwriting team, you will play a crucial role in providing administrative support for new business cases. Your bilingual skills will enhance communication with advisors and ensure streamlined processes. This position is integral in coordinating case management from intake to submission, making a meaningful impact for clients.

Key Responsibilities:

• Maintain internal underwriting databases and files

• Collaborate with vendors for scheduling and requirements

• Manage high-value underwriting cases throughout the process

• Perform research for risk assessment in underwriting

• Update management reports and tracking systems

Requirements:

• Minimum 5 years in a financial services role

• Bilingual in French and English is mandatory

• Familiarity with life insurance products preferred

• Strong communication and interpersonal skills

• Solid organization and multitasking abilities

Embrace teamwork and innovation while supporting PPI’s commitment to financial security.
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