iA Financial Group Logo

iA Financial Group

Agency Administrator

Posted 17 Days Ago
Be an Early Applicant
6 Locations
Junior
6 Locations
Junior
The Agency Administrator ensures service levels to advisors by facilitating contracts, onboarding, resolving issues, and managing communications related to advisor contracting and commissions.
The summary above was generated by AI

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

Agency Administrator

The primary focus of the Agency Administrator is to ensure service levels to advisors are maintained and to effectively facilitate the contracting of advisors with insurance carriers, resolve issues arising from advisor licensing and to investigate and resolve inquiries relating to advisor contracting and commissions when it pertains to override rates.

Key Responsibilities:

  • Facilitate the completion of advisor contracting and transfers, including buy-In and business consolidation, with the insurance carriers

  • Communicate with advisor and ensuring they are updated regularly on current status

  • Assume ownership of assigned files and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible and understanding the downstream impact on reporting and commissions

  • Review advisor contracts for accuracy and communicate with advisors regarding any outstanding requirements

  • Onboard and screen advisor through APEXA system, communicate any issues with compliance until completion and approval of their contract with PPI

  • Work with the APEXA system to facilitate advisor’s contracting and transfers.

  • Assist advisor with provincial licencing and sponsorship requests

  • Anticipate the needs of advisors and follow established processes for informing advisors of important details related to contracting

  • Investigate and facilitate the resolution of inquiries and/or issues relating to advisor contracting, licensing and commission overrides including communicating with the insurance carriers, advisors and appropriate departments within PPI.

  • Coordinate the set-up of advisors on insurance carrier websites in order to access their commission statements as well as view their business

  • Ensure all tasks are completed according to PPI guidelines and standards and work with the Team Leader and Manager/Director, Agency Services to effectively accomplish identified department goals and objectives

  • 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

Education, Experience and Skills:

  • Fluency in French, both oral and written, required

  • A minimum of 2 years’ contracting experience with an existing Managing General Agency or similar work environment

  • Industry designation(s) (FLMI, ACS, AIAA) desirable

  • Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities

  • Proven accuracy, attention to detail and data entry skills

  • Excellent written and verbal communication skills

  • Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment

  • Ability to represent self, office, and organization in a professional, positive manner at all times

  • Ability to handle sensitive and confidential information in a professional manner

  • Knowledge of WealthServ, APEXA and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular

The expected salary range for this position starts at $40,000 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)Quebec, Quebec

Other Possible Location(s)Calgary, Alberta, Edmonton, Alberta, Toronto, Ontario, Vancouver, British Columbia, Winnipeg, Manitoba
CompanyPPI Management Inc.

Posting End Date2025-04-25

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

Top Skills

Apexa
Excel
MS Office
Outlook
PowerPoint
Wealthserv
Word

iA Financial Group Vancouver, British Columbia, CAN Office

988 W Broadway, , , Vancouver, British Columbia, United States, V5Z 1K7

Similar Jobs

15 Hours Ago
Hybrid
Kirkland, QC, CAN
Mid level
Mid level
Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
The Allocation Specialist ensures supply continuity of important medicines by collaborating with hospital buyers, handling customer inquiries, and monitoring supply. Responsibilities include using SAP for tracking and analysis, fostering stakeholder relationships, and performing customer service tasks as needed.
Top Skills: Microsoft SuiteSAPWeb-Based Applications
2 Days Ago
Easy Apply
Montréal, QC, CAN
Easy Apply
Junior
Junior
Beauty • Robotics • Design • Appliances • Manufacturing
The Operations Coordinator assists with order management, customer service, and administrative tasks, ensuring accurate processing of orders for major retailers while exceeding customer service standards.
Top Skills: EdiExcelRetailer Portals
8 Days Ago
Remote
Hybrid
33 Locations
Expert/Leader
Expert/Leader
Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
The GCP Risk Management Lead manages risk through data-driven approaches, develops mitigation strategies, and influences leaders for optimal quality in clinical trials.
Top Skills: Good Clinical Practices (Gcp)Predictive Analytics

What you need to know about the Vancouver Tech Scene

Raincouver, Vancity, The Big Smoke — Vancouver is known by many names, and in recent years, it has gained a reputation as a growing hub for both tech and sustainability. Renowned for its natural beauty, the city has become a magnet for professionals eager to create environmental solutions, and with an emphasis on clean technology, renewable energy and environmental innovation, it's attracted companies across various industries, all working toward a shared goal: advancing clean technology.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account