About this role
New Business Specialist at PPI Management Inc.. Location: Quebec City or Montreal. Role: processing applications, supporting advisors, managing files Requirements: 5+ years insurance industry experience with new business processes, strong data entry and organizational skills, WealthServ and Microsoft Office proficiency, bilingual English/French, industry designations (FLMI/ACS/AIAA) desirable. Category: Business Operations Seniority: Senior Level Tools: WealthServ, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint Certifications: flmi, acs, aiaa Commitment: Full Time Workplace: Hybrid Languages: English, French