Policy Service Administrator

iA Financial Group (Industrial Alliance)

Policy Service Administrator responsible for servicing life insurance policies at PPI. Ensuring timely processing and maintaining relationships with advisors and insurance carriers.

Posted 5/28/2026full-timeToronto • 🇨🇦 CanadaJuniorMid-Level💰 CA$50,000 per yearWebsite

About the role

Key responsibilities & impact

Ensure service levels to advisors are maintained and servicing all inforce life insurance policies
Assume ownership of assigned files, including recognizing any urgencies and assisting in the resolution of problems
Anticipate the needs of advisors and follow established processes for informing them of important details related to policy changes
Act as the key resource and contact for all insurance carriers with respect to in force policies
Ensure PPI service standards are maintained by ensuring all changes to existing policies are accurate and processed timely
Respond to inquiries from servicing advisors and insurance carriers
Follow up on all outstanding requirements for policy changes

Requirements

What you’ll need

A minimum of 2 years' experience in the insurance industry with an emphasis on policy service processes
Industry designation(s) (FLMI, ACS, AIAA) desirable
Knowledge of life insurance terminology and products preferred
Superior organizational and time management skills with proven ability to handle high volumes of work and tight deadlines
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 handle sensitive and confidential information in a professional manner
Knowledge of WealthServ, Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
Bilingualism in English and French considered an asset

Benefits

Comp & perks

Flexibility of a hybrid work environment
Opportunities to learn and develop skills
People-focused and collaborative culture

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

policy service processesdata entrylife insurance terminologylife insurance products

Soft Skills

organizational skillstime management skillsattention to detailwritten communicationverbal communicationinterpersonal skillsrelationship developmentteamwork

Certifications

FLMIACSAIAA