Contracting Assistant

iA Financial Group•Toronto, ON

3d•CA$45,000•Hybrid

About The Position

The primary focus of the Contracting Assistant is to work effectively with the Contracting Administrators and support them in providing indispensable service to PPI Advisors with the insurance carriers and within PPI. This is a contract position for an expected duration of 14 months. PPI is an Insurance Marketing Organization that sits between independent advisors and insurance companies, providing value-added services and support. PPI offers a diverse, inclusive, and equitable workplace with a people-focused, inclusive, and collaborative culture. Employees benefit from opportunities to learn and develop skills, advance their careers, and make a meaningful impact. PPI offers a hybrid work environment, with this role eligible for working from home up to 3 days per week.

Requirements

Minimum of 1-2 years of administrative experience in the insurance industry or similar work environment.
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 Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular.

Nice To Haves

Bilingual in French and English is an asset.

Responsibilities

Monitor the team’s general mailbox and distribute emails to the proper team members.
Process advisor contract terminations, including orphan business reassignment with the carriers.
Coordinate advisor transfer out requests from PPI to their New MGA.
Facilitate advisor block transfers to another advisor outside of PPI (Sell Out).
Set up advisor’s rep and branch codes in PPI’s back-office system.
Ensure all advisor licensing and E&O requirements are up to date and entered in the APEXA system.
Assist advisors in maintaining their APEXA profile ensuring profile is in good order with updated contact info, licence(s), E&O, Annual Attestation, banking details, etc.
Investigate and facilitate all inquiries and issues as they relate to licensing and E&O.
Monitor APEXA feed and APEXA tasks daily to ensure system data is updated accordingly.
Ensure all tasks are completed within PPI service standards and all department goals are met as identified.
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.