PPI Contracting Administrator Position
iA Financial Group (Industrial Alliance)
Job Description
Become a Contracting Administrator at PPI, where you will support advisors in their licensing and contracting efforts while working from home up to three days a week.
In this role, you will handle the intricacies of advisor contracting, block transfers, and issue resolution. Your responsibilities include communicating with advisors and ensuring accurate handling of their files and contracts. Attention to detail is essential as you will navigate compliance requirements and facilitate a smooth onboarding process.
Key Responsibilities:
• Facilitate advisor business consolidation and contracting with carriers
• Keep advisors informed on their contracting status
• Oversee data quality in assigned files and address urgent issues
• Review contracts and assist advisors with outstanding requirements
• Ensure compliance during advisor onboarding using APEXA
Requirements:
• Minimum 2 years of experience in contracting
...
In this role, you will handle the intricacies of advisor contracting, block transfers, and issue resolution. Your responsibilities include communicating with advisors and ensuring accurate handling of their files and contracts. Attention to detail is essential as you will navigate compliance requirements and facilitate a smooth onboarding process.
Key Responsibilities:
• Facilitate advisor business consolidation and contracting with carriers
• Keep advisors informed on their contracting status
• Oversee data quality in assigned files and address urgent issues
• Review contracts and assist advisors with outstanding requirements
• Ensure compliance during advisor onboarding using APEXA
Requirements:
• Minimum 2 years of experience in contracting
...