Contracting Specialist
3 weeks ago
Description:
Temporary Full Time
This role is a 12M contract position and located in Kitchener, ON.
What you will do
- 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 you will bring
- Post-Secondary degree or related work experience
- Bilingual (French/English) is a strong asset
- 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
- Self-starter and self-motivated
- Teamwork, collaboration, and interpersonal skills
- Time management skills and ability to multi-task and prioritize work
- Strong communication skills - verbal & written
- Attention to detail and follow through
- Organizational skills
- Ability to work under tight deadlines
The base salary for this position is between $47,400 - $71,000 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.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Be your best at Canada Life - Apply today
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process.
Canada Life would like to thank all applicants, however, only those who qualify for an interview will be contacted.
#LI-Hybrid
Requisition ID: 3063
Category: Customer Service and Administration
Location: Kitchener Ontario, ON, CA, N2P 2G5
Date: Mar 4, 2025
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