Policy Service Administrator

Responsibilities

• Take ownership of assigned policy service requests, prioritizing urgent cases and proactively addressing issues that may impact processing timelines, client experience, reporting, or commission payments.
• Anticipate the needs of advisors and follow established processes for informing advisors of important details related to policy changes.
• Serve as the primary contact and resource for insurance carriers regarding in-force policy servicing activities.
• Communicate carrier requirements, decisions, and updates to servicing advisors in a clear and timely manner.
• Maintain PPI service standards by ensuring all policy changes are processed accurately, compliantly, and within established service levels.
• Review, process, and submit policy change requests to the appropriate insurance carrier and accurately document all activities in WealthServ in accordance with PPI guidelines.
• Respond promptly and professionally to inquiries from advisors, insurance carriers, and internal stakeholders.
• Provide advisors with regular updates regarding the status of outstanding service requests.
• Liaise with insurance carriers to monitor progress and expedite policy service requests when required.
• Participate in special projects and perform additional duties as assigned.
• Demonstrate behaviours that support and align with PPI's Environmental, Social, and Governance (ESG) commitments to advisors, clients, employees, and the communities we serve.
• Education, Experience and Skills:
• Minimum of 2 years of experience in the life insurance industry, preferably in policy service, administration, or in-force policy management.
• Industry designations such as FLMI, ACS, AIAA, or other relevant insurance credentials are considered an asset.
• Knowledge of life insurance terminology and products preferred
• Exceptional organizational and time management skills with the ability to manage multiple priorities and meet established deadlines in a high-volume environment.
• Attention to detail with a high level of accuracy in data entry and transaction processing.
• Excellent verbal and written communication skills.
• Strong interpersonal and relationship-building skills with the ability to collaborate effectively across teams and with external partners.
• Ability to handle sensitive and confidential information with professionalism, discretion, and sound judgment.
• Proficiency in WealthServ and Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Bilingualism in English and French is considered an asset.
• This role is for an existing position. The expected salary range for this position starts at $50,000 and will be commensurate with the candidate's experience and skill set.
• We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.
• Location(s)
• Calgary / 205 Quarry Park Boulevard SE
• Other Possible Location(s)
• Vancouver / 505 Burrard StreetWinnipeg / 360 Main StreetEdmonton, 5241 Calgary Trail NW
• Company
• PPI Management Inc.
• Posting End Date
• 2026-07-17
• Company Overview
• iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together,

Additional Information

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: www.ppi.ca . Policy Service Administrator The Policy Service Administrator is responsible for providing exceptional service to advisors by managing the administration of in-force life insurance policies and processing policy changes accurately, efficiently, and in accordance with established service standards. This role serves as a key liaison between advisors, insurance carriers, and internal stakeholders to ensure policy service requests are completed in a timely and compliant manner.

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