Business Administrator

iA Financial Group (Industrial Alliance)

New Business Administrator at PPI managing life insurance applications and ensuring service levels to advisors. Engaging in administrative processes to streamline applications and communication.

Posted 7/31/2026full-timeMontreal • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing life insurance applications and maintaining service levels to advisors while ensuring accuracy and compliance with established processes. Proficient in data entry, relationship management, and effective communication in both English and French.

Highest-signal resume keywords

Life Insurance Application ProcessingWealthServ ProficiencyOrganizational SkillsBilingual Communication (English and French)Attention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryNew Business ProcessesUnderwriting RequirementsPolicy ReviewApplication Management

Soft Skills

Interpersonal SkillsTime ManagementRelationship BuildingProfessionalismConfidentiality

Tools & Technologies

WealthServMicrosoft OfficeOutlookWordExcelPowerPoint

Certifications & Qualifications

FLMIACSAIAA

Industry Keywords

Insurance IndustryService LevelsApplication SubmissionESG CommitmentsHigh Volume Work

About the role

Key responsibilities & impact

Ensure service levels to advisors are maintained and manage cases from submission to commission
Process life insurance applications through the appropriate channels
Conduct follow up for requested information, data entry, reviewing all incoming mail and determining the appropriate course of action
Order all underwriting requirements where required
Prepare all requirements for mailing to insurance carriers and/or advisors
Build effective relationships with assigned advisors acting as a consistent point of contact
Maintain contact between the insurance carrier and the advisor regarding the status of the application
Review issued policies to confirm complete accuracy
Settle policies by following up on all outstanding requirements
Ensure progress is recorded in WealthServ in a timely manner
Anticipate the needs of advisors and follow established processes for informing them of important details related to underwriting
Verify and update carrier feeds where applicable
Engage in actions that encourage, reflect, and align with PPI’s ESG commitments

Requirements

What you’ll need

A minimum of 2-5 years’ administrative experience, preferably in the insurance industry with an emphasis on new business processes
Industry designation(s) (FLMI, ACS, AIAA) considered an asset
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 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 and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
Intermediate level of English and French language required as incumbent will need to respond to written and verbal inquiries on a weekly basis.

Benefits

Comp & perks

Flexible work environment
Opportunities to learn and develop your skills
Culture that values people and inclusivity