Contracting and Licensing Associate

1 month ago

Waterloo ON, Canada Serenia Life Full time

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from you.

As part of the Sales & Distribution team, the Contracting and Licensing Associate supports the department in the areas of advisor recruitment, sponsorship, and the advisor contracting & licensing processes. This individual provides timely support of life licensing processes and plays a key role in supporting Contracting and Licensing projects/initiatives, while documenting and implementing new processes in line with evolving Business and Regulatory changes.

About the Role:

As a Contracting and Licensing Associate, you will:

  • Provide accurate and timely support for the administration of the life licensing process
  • Take ownership of Provincial Insurance Council relationships
  • Ensure accurate and up-to-date advisor information is maintained in our systems
  • Process advisor contracting, ensuring accurate and timely setup and sponsorship where required
  • Maintain life licensing renewals on our systems, ensuring advisors are aware of their renewal period
  • Process all career agent and broker terminations, including the communication of advisor block changes to members
  • Facilitate Provincial sponsorships and manage company sponsorship program.
  • Perform quarterly audits to ensure internal partners have completed support requirements (termination adjustments, licensing discussions and follow up on licensing sponsorship requirements)
  • Provide technical and procedural advice to all stakeholders in Distribution Channels with superior customer service
What You Bring to the Table:
  • 3-5 years experience working within the insurance industry
  • Attention to detail with a focus on producing accurate and reliable results by leveraging excellent problem solving and trouble shooting skills
  • Excellent verbal and written communication
  • Meticulous records maintenance skills with the ability to maintain filing systems, basic databases and data spreadsheets
  • Post Secondary Degree in Business or related field
Nice to Haves:
  • Experience in the insurance industry supporting advisors, including processing or facilitating agent contracting
  • Strong knowledge of insurance industry, including insurance regulations and compliance legislation
  • Intermediate knowledge of MS Office Suite and online meeting platforms
About Serenia Life Financial

At Serenia Life Financial, we’re on a mission to uncomplicate insurance – so that our members can feel confident when it comes to protecting their family’s financial future. As a grow-to-give company, we share our profits through company donations, community outreach, and some truly unique member benefits.

We care about the world, but just as importantly, we care about our employees. That’s why we do what we can to help our team prioritize their health & well-being, achieve work-life balance, and make sure each workday is fulfilling and fun.

What We Offer You:
  • competitive compensation
  • flexible workplace opportunities 
  • discounts on life insurance 
  • mentorship & continued learning opportunities
  • volunteer day (extra day off to support a cause you care about)

Serenia Life has implemented a formal Workplace Flexibility policy, which provides options for our employees to balance their home and work lives and enable them to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Statement on Diversity and Accommodations

At Serenia Life Financial, Diversity, Equity, and Inclusion means that everyone is welcomed, treated with dignity and kindness, and has an opportunity to grow and thrive based on their own unique talents. Our employees are valued for their differences and are encouraged to bring their authentic selves to work. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to careers@serenialife.ca.

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