Job Description
PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that works with independent advisors and insurance companies.
Responsibilities
- Assume ownership of assigned files, recognizing urgencies and assisting with problem resolution to keep files moving quickly and understand downstream impact on reporting and commissions.
- Anticipate advisor needs and follow established processes for informing advisors of important details related to policy changes.
- Act as the key resource and contact for all insurance carriers with respect to in‑force policies.
- Relate information from insurance carriers to the servicing advisor.
- Ensure PPI service standards are maintained by processing changes to existing policies accurately, compliantly, and timely, submitting to the appropriate carrier and recording in WealthServ per PPI guidelines.
- Respond to inquiries from servicing advisors and insurance carriers,...