Senior Consultant, Advanced Underwriting (Quebec City)

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. We provide value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset.

Senior Underwriting Consultant, Advanced Underwriting

The Senior Underwriting Consultant works closely with PPI advisors to provide advanced underwriting support for complex qualifying recent business cases. The role involves proactively managing all aspects of new business cases from initial advanced underwriting files to final approval, while representing the interests of PPI advisors and carriers.

Responsibilities

• Respond to queries from advisors and marketing staff regarding eligibility criteria, underwriting requirements, and provide consultation options and recommendations.
• Serve as the initia...