Transfers Specialist

2 weeks ago

Kitchener, Canada The Canada Life Assurance Company Full time

Permanent Full Time

As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees - all focused on amplifying their business with the right opportunities and solutions at the right time for them.

Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

Financial Horizons continues to operate independently in the marketplace.

**Role description**

We are looking for a Transfers Specialist. The Transfers Specialist is responsible for facilitating the transfer of advisor’s blocks of business, whether through a change of MGA’s or the sale of business between advisors. The Transfers Specialist works with carriers and other MGA’s to ensure that all requirements and criteria are met for the block transfer, and works with multiple departments to process the block transfer. The Transfers Specialist maintains detailed tracking of all transfers, investigates any potential issues, and verifies the accuracy and timeliness of all data being transferred.

**What you will do**
- Work closely with carriers and other companies to facilitate the transfer of advisor’s blocks of business between MGA’s
- Submit all required transfer documents to other MGA’s for block valuation
- Work with Finance team to complete the valuation for blocks of business being transferred out, validate valuation for blocks transferring in, and issue or receive payment
- Pull client listings from carrier websites to verify accurate and complete transfer, investigate when business is not moved properly
- Coordinate with Compensation team to identify any debt, and advise the carrier of any issues preventing the completion of the transfer in/out
- Update Wealthserv Insurance to transfer business over, and notify the FundServ team of the completed buy/sell, in order to move business on Wealthserv Investment
- Manage and update cases on Salesforce to document progress of all transfer activities
- Maintain Sentry File system to ensure data integrity on all back office systems, and allow for easy referral and retrieval of information
- Terminate advisor shells upon transfer outs of FH to maintain accurate profile counts
- Maintain a full understanding of transfer in/out, buy/sell process, compliance and privacy rules/laws, transfers of business and consolidations

**What you will bring**
- Completion of Post-Secondary School, or equivalent
- Minimum of 1 year experience in the insurance and financial services industry
- Bilingual (French & English) is an asset
- Possesses specialized knowledge of contracting processes within the MGA and insurance industry
- Knowledge of WealthServ an asset
- Detail-oriented
- Analytical and problem-solving skills
- Excellent organizational and time management skills
- Strong interpersonal and communication skills. Communicates effectively (internally and externally)
- Strong customer service mindset
- Demonstrated flexibility and adaptability to work in an ever-changing environment

The base salary for this position is between **$46,200****:

- $69,300** annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers

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