PPI Insurance Policy Service Specialist

Join PPI as a Policy Service Specialist, where you’ll manage policy files and enhance advisor satisfaction. Your proactive approach will ensure smooth operations and timely updates.

As part of an independent subsidiary of iA Financial, PPI is looking for a Policy Service Specialist for its North York, Winnipeg, or St. John’s offices. You will possess no less than two years of insurance experience focused on policy service. Responsibilities include managing urgent file requests, processing changes, and acting as an information resource for in-force policies.

Key Responsibilities:
• Oversee and expedite assigned policy files
• Communicate essential changes to advisors promptly
• Act as a liaison with insurance carriers
• Maintain accurate and timely records in WealthServ
• Follow up on outstanding policy requirements

Requirements:
• Minimum of two years in the insurance field
• High attention to detail and a...