Policy Service Coordinator at PPI

Elevate advisor support at PPI as a Policy Service Coordinator. This role allows you to work in a hybrid setting while managing life insurance policy administration and compliance effectively.

Your responsibilities will include managing all aspects of life insurance policies from initiation through resolution, addressing urgent requests, and ensuring compliance with established standards. You will be the point of contact for insurance carriers, facilitating clear communication and updates to advisors. Success in this role depends on your organizational abilities and proactive approach to managing priorities.

Key Responsibilities:

• Handle service requests for life insurance policies accurately

• Provide timely communication regarding policy updates

• Actively resolve issues with insurance carriers

• Ensure compliance with regulatory and company requirements

• Maintain clear communication with all stakeholders

Requirements:

• 2+ years in life insurance or policy administration

• Industry designations considered an asset

• Strong time management and multitasking skills

• Proficiency in Microsoft Office and Wealth Serv

• Strong communication and relationship-building skills

Contribute to societal well-being and financial literacy through your role at PPI, supporting their mission to provide security.
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