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Manager, Business Operations - Alberta

iA Groupe financier
Calgary, CAN
Onsite
Discovered 3 days ago
Insurance industryLife insurance products and administration systemsPeople leadershipWorkflow and resource planningPerformance managementContinuous improvement

Full Job Posting

About PPI

PPI is an independent subsidiary of iA Financial and an Insurance Marketing Organization serving independent advisors.

PPI provides advisors with digital tools, education, marketing, and processing support.

Role overview

The Manager, Business Operations leads regional operations and employees in New Business, Policy Service, and Office Coordination.

The role builds a cohesive provincial team and supports consistent service delivery and an effective advisor experience.

The manager identifies opportunities to improve operational efficiency, accuracy, and service across the province.

Responsibilities

  • Plan and allocate staff and resources to meet workflow, productivity, departmental, quality, and service goals.
  • Manage workflow, recruiting, performance reviews, vacation scheduling, and attendance.
  • Coach and develop employees through one-to-ones, needs assessments, feedback, training, and career planning.
  • Promote a collaborative, high-performing team culture and knowledge sharing.
  • Maintain controls and feedback mechanisms to monitor performance and support improvement.
  • Resolve complex or escalated cases in line with operational and risk guidelines.
  • Promote consistent processes and service standards with national operations leaders.
  • Partner with Sales leadership on advisor concerns, priorities, and service expectations.
  • Lead teams through process updates and operational changes.
  • Report on workload, service levels, and team performance.
  • Conduct monthly audits and implement improvements to efficiency, accuracy, and service delivery.
  • Support PPI's environmental, social, and governance commitments and participate in operational meetings and special projects.

Education, experience, and skills

  • 10+ years of experience in the insurance industry.
  • Strong knowledge of life insurance products, terminology, and administration systems.
  • Proven people leadership experience, including hiring, coaching, performance management, and team development.

Travel and regional presence

  • The role requires regular travel and a visible presence across regional offices.
  • Travel is expected within the region and, when required, outside the region.

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