Bilingual Contracting Specialist

3 weeks ago

Kitchener, Canada Financial Horizons Full time
*Un message en français suivra*

Are you someone that loves to stay organized? Are you a go-to person for information and problem solving? Do you take pride in providing high levels of customer service?

If 'yes' is the only answer that comes to mind, then you could be the next Bilingual Contracting Specialist to join the FH family Curious, and want to know more? Keep reading to see if this position is the one for you

Note: This role can be supported by an in-office, or hybrid work arrangement.

What will you be doing in this role?
  • Compile and forward contracting requirements & paperwork to advisors for completion
  • Assist advisor with questions and completion of contract paperwork
  • Provide support for Apexa On-boarding
  • Maintain regular communication with advisor throughout the contracting process to completion
  • Forward contract approval/issued code to advisor and Case Manager (as applicable)
  • Work directly with multiple insurance carriers across Canada
  • Provide superior customer support for internal and external partners
  • Work with Branch Office Coordinators (BOC) regarding advisor walk-in questions
  • Maintain a full understanding of contracting, transfers, regulatory licensing, compliance and privacy rules/laws, contract changes, transfers of business and consolidations
  • Build and maintain collaborative and constructive working relationships (internally and externally)
  • Communicate effectively with colleagues, insurance carriers, advisors and clients
  • Work extensively on back office systems (WealthServ, Sentry File, Insurance Carrier websites, APEXA)
  • Responsible for maintaining an organized filing system for easy referral and retrieval
  • Back up and vacation coverage as required
  • Ensure Service Level Standards are maintained
  • Perform any other duties as assigned
What qualifications are required?
  • Post-Secondary degree or related work experience
  • Industry courses would be an asset
  • Bilingual in French and English
What competencies are required?
  • Service oriented
  • Self-starter and self-motivated
  • Teamwork, collaboration, and interpersonal skills
  • Time management skills and ability to multi-task and prioritize work
  • Communication skills - verbal & written
  • Attention to detail and follow through
  • Organizational skills
  • Ability to work under tight deadlines
  • Adaptability
What should your experience look like?
  • Proven experience in insurance/financial services industry
  • Proven experience in customer service
  • Proven experience with Microsoft programs such as Word, Excel and Outlook
  • Knowledge of all back office systems (Wealthserv, carrier sites, Sentry File, APEXA), an asset
Benefits & Perks

As a member of the FH family you can expect a professional yet engaging, supportive and family like environment - our company started with 4 employees An organization that lives and breathes its DRIVER Values.

These are some of the benefits we provide:
  • 3 weeks paid vacation
  • Excellent Group Benefits plan
  • Group Retirement Plan with employer matching
  • Flexible and supportive Personal Days for employee or family illness, emergency etc…
  • Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
  • Wellness Credit program
  • Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development
Who are we?

Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada. We are headquartered in Kitchener, Ontario, and have a national presence with offices across the country. There is a lot more to us under the 'Our Story' section, but we're trying to keep it short here. If you've read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application :)

Êtes-vous une personne qui a le sens de l'organisation? Êtes-vous une personne-ressource pour l'information et la résolution de problèmes? Vous tirez de la fierté à offrir un service à la clientèle de haut niveau?

Si « oui » est la seule réponse qui vous vient à l'esprit, vous pourriez être le (la) prochain(e) spécialiste bilingue au service des contrats à se joindre à la famille du Financière Horizons

Vous désirez en savoir plus? Poursuivez votre lecture pour découvrir si ce poste est celui qui vous convient

De quoi vous occuperez-vous au sein de ce poste?
  • Rassembler les exigences de mise sous contrat et les documents, et les transmettre aux conseillères et conseillers pour qu'elles ou ils les remplissent
  • Aider les conseillères et les conseillers à répondre aux questions et à remplir les documents de mise sous contrat
  • Offrir du soutien pour l'intégration à Apexa
  • Communiquer régulièrement avec les conseillères et les conseillers tout au long du processus de mise sous contrat
  • Transmettre l'approbation du contrat ou le code émis aux conseillères et conseillers, ainsi qu'au spécialiste en dossiers nouvelles affaires (le cas échéant)
  • Travailler directement avec plusieurs assureurs de partout au Canada
  • Offrir un soutien client hors pair aux partenaires internes et externes
  • Collaborer avec l'agente administrative ou l'agent administratif pour répondre aux questions spontanées
  • Maintenir une excellente compréhension de la mise sous contrat, des transferts, du processus règlementaire d'obtention de permis, des règles et des lois en matière de conformité et de protection de la vie privée, des modifications contractuelles, des transferts d'affaires et des consolidations
  • Établir et maintenir des relations de travail collaboratives et constructives (à l'interne et à l'externe)
  • Communiquer efficacement avec les collègues, les assureurs, les conseillères et conseillers et les clientes et clients
  • Utiliser fréquemment les applications administratives (WealthServ, Sentry File, sites Web des assureurs, APEXA)
  • Maintenir l'organisation du système de classement afin de simplifier la consultation Être disponible pour les remplacements et les vacances
  • Assurer le maintien des normes de niveau de service
  • Effectuer toute autre tâche confiée
Exigences
  • Diplôme d'études postsecondaires ou expérience professionnelle connexe
  • Cours liés à l'industrie, un atout
  • Bilinguisme (français et anglais)
Compétences requises
  • Attitude axée sur le service
  • Autonomie et motivation
  • Aptitudes pour le travail d'équipe, la collaboration et les relations interpersonnelles
  • Compétences en matière de gestion du temps; capacité à effectuer plusieurs tâches à la fois et à établir les priorités
  • Aptitudes pour la communication (verbale et écrite)
  • Souci du détail et du suivi
  • Sens de l'organisation
  • Capacité à respecter des échéances serrées
  • Adaptabilité
Expérience requise
  • Expérience avérée dans le secteur des assurances et des services financiers
  • Expérience avérée en service à la clientèle
  • Connaissance approfondie de la suite Microsoft, notamment Word, Excel et Outlook
  • Connaissance des applications administratives (Wealthserv, sites des assureurs, Sentry File, APEXA), un atout
En tant que membre de la famille FH, vous profiterez des avantages suivants :

Un environnement professionnel, stimulant, solidaire et familial : à ses débuts, l'entreprise ne comptait que quatre employés Nous sommes une organisation qui incarne et vit au quotidien ses valeurs-moteurs d'action.

Quelques-uns des avantages que nous offrons :
  • 3 semaines de vacances payées
  • Un excellent régime d'assurance collective
  • Un régime collectif de retraite avec contrepartie de l'employeur
  • Des journées de congé personnel flexibles pour les maladies, les urgences, etc. de l'employé(e) ou de sa famille
  • Des récompenses et des marques de reconnaissance qui soulignent les rendements significatifs (entre collègues) et les étapes importantes de la vie, tant personnelle que professionnelle
  • Le meilleur programme de crédits mieux-être sur le marché
  • Des programmes personnels et professionnels qui vous permettent d'évoluer, d'apprendre et de vous perfectionner, notamment des programmes d'apprentissage en ligne sur demande, le remboursement des frais de scolarité et le développement du leadership
Qui sommes-nous?

Financière Horizons est une agence de gestion générale (AGG) d'envergure nationale et de premier ordre, détenue et dirigée par des Canadiennes et Canadiens, qui offre aux conseillères et aux conseillers financiers une gamme complète de produits et de services d'assurance vie et santé, d'assurance et rentes collectives, d'investissements, de règlement échelonné et de gestion des risques, partout au Canada. Notre bureau national se trouve à Kitchener, en Ontario, et nous comptons une trentaine de bureaux au Canada. La section Notre histoire sur notre site Web nous présente plus en détail, mais nous souhaitions ici faire preuve de concision D'ailleurs, si vous avez lu jusqu'ici, merci de votre attention Si ce poste semble fait pour vous, alors n'hésitez surtout pas à postuler :) #J-18808-Ljbffr

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