Policy Service Administrator
iA Private Wealth
About this role
A Policy Service Administrator at PPI ensures service levels to advisors by processing changes to inforce life insurance policies and maintaining compliance and timely communication with advisors and insurance carriers.
Skills
About iA Private Wealth
iaprivatewealth.caiA Private Wealth – Holistic wealth management tailored for Canadians. Retirement, tax, estate and investment planning with trusted advisors by your side.
Recent company news
The Globe and MailJulie Gallagher named new CEO of Richardson Wealth
2 days ago
CoverageriA Financial Group adds $1.5 billion advisor team in Western Canada
1 week ago
Investment ExecutiveIndustry moves: IA Private Wealth lands $1.5B ScotiaMcLeod advisory
2 weeks ago
Business WireiA Financial Corporation to acquire RF Capital Group Inc.
Jul 28, 2025
Wealth ProfessionaliA Financial reveals plans for newly acquired Richardson Wealth business
Jul 30, 2025
About iA Private Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for iA Private Wealth.
Salary
$50k
per year
More jobs at iA Private Wealth
Similar Jobs
Inforce Service Administrator
Hub International
Policy Administrator - Newport
Ascensus
Policy Administrator
Aprilinternationalasia
Policy Care Specialist - Life & Annuity
Raymond James & Associates, Inc., Research Division
Account Analyst
Sovereign Insurance Group
Policy Service Rep - Life and Annuity Analyst - US
DXC Technology