Contracting Specialist

2 weeks ago

Vancouver, Canada HUB International Full time

Contracting Specialist - Hybrid (can be based out of Woodbridge ON, Vancouver BC, Calgary AB, Winnipeg MB or Montreal QC for in-office days)

Do you have a passion for service, with a desire to create positive experiences for clients? If you do, keep on reading

HUB Financial Inc. has an exciting opening for you in our Regional office. We have built a culture at HUB that is focused on helping our clients grow their businesses, and our employees get the most out of their careers.

The Contracting Specialist role offers a variety of responsibilities, and we are seeking someone who ‘gets’ customer service and is looking for a challenging role in a fun environment. This role also offers the opportunity to build strong relationships with our clients (Insurance Advisors) and carriers (Insurance Companies) through seamless customer service and support. Still interested? See more details below.

**What’s it like working here**:
A positive, inclusive, and fun environment where we value diversity

**We are a results-driven organization with three equal focuses**: results, processes, and relationships

Your attitude and effort matter

You will be relied upon as a trusted member of the team

You will learn and grow (we will help bring out the best in you and yes, you will make mistakes, and that’s okay)

**What your day will look like**:
Help advisors use industry standard software, APEXA, to support contracting efforts

Review contracting requirements with the advisor when new business is received, and provide guidance and assistance until completion

Process advisor Buy/Sell agreements on block transfers and reassignments to ensure full servicing and commission changes reflecting the new advisor and HUB Financial as the MGA

Establish and maintain excellent working relationships with carriers and work in partnership with them to ensure contracts are processed quickly

Maintain accurate data in our system, WealthServ, including the broker contract, compensation hierarchy, compliance data, and notes

Document and escalate any action required relating to advisor credit, conduct or compliance issues based on facts gathered from Insurance Councils, carrier head offices or other information obtained by HUB Financial

Follow up with all insurance carriers to ensure all contracting and licensing submissions are processed in a timely manner

**You will be successful in this role if you have**:
A positive attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance

Strong time management, organizational and prioritization skills

Intermediate knowledge of MS Office Suite & most online meeting platforms

Effective interpersonal and communication skills (oral and written)

1-2 years industry-related experience

Experience using APEXA and WealthServ an asset

Working Conditions

Normal office environment and/or Hybrid Work-from-Home

HUB Financial is a wholly owned subsidiary of HUB International - a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States, Puerto Rico and Canada. HUB International is ranked among the top insurance brokerages in the world.

\#LI-TD

Department Office Administration & Clerical

**Required Experience**: 1-2 years of relevant experience

**Required Travel**: No Travel Required

**Required Education**: High school or equivalent

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

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