PPI New Business Specialist in Montreal
Location
quebec, capitale nationale
Job Type
Full-time
Category
Other-General
Posted
June 27, 2026
Elevate your career as a New Business Specialist at PPI in Montreal, Quebec. This full-time role focuses on managing insurance applications and delivering exceptional advisor service in a hybrid work environment.
As a New Business Specialist at PPI, you will play a critical role in supporting independent insurance advisors by processing life insurance applications efficiently. With 5-7 years in the insurance industry, you’ll ensure compliance, accuracy, and timely settlements while maintaining high service standards. You will also serve as a subject matter expert, assisting the Team Leader as necessary.
Key Responsibilities:
• Process new business applications for timely issue and settlement
• Own assigned files and resolve processing delays
• Manage underwriting requirements and ensure documentation accuracy
• Communicate effectively with advisors regarding application status
• Review and settle policies, ensuring advisor satisfaction
Requirements:
• 5-7 yea...
As a New Business Specialist at PPI, you will play a critical role in supporting independent insurance advisors by processing life insurance applications efficiently. With 5-7 years in the insurance industry, you’ll ensure compliance, accuracy, and timely settlements while maintaining high service standards. You will also serve as a subject matter expert, assisting the Team Leader as necessary.
Key Responsibilities:
• Process new business applications for timely issue and settlement
• Own assigned files and resolve processing delays
• Manage underwriting requirements and ensure documentation accuracy
• Communicate effectively with advisors regarding application status
• Review and settle policies, ensuring advisor satisfaction
Requirements:
• 5-7 yea...