Contract Management Expert

3 weeks ago

Kitchener, Ontario, Canada Financial Horizons Full time

Are you detail-oriented and organized? Do you excel at providing exceptional customer service and solving problems? If this resonates with you, consider the role of a Contract Management Expert at Financial Horizons.

Key Responsibilities:

  1. Gather and relay contracting documentation and requirements to advisors for their completion.
  2. Assist advisors with inquiries and the finalization of contract documentation.
  3. Support the onboarding process through the APEXA platform.
  4. Maintain consistent communication with advisors throughout the contracting journey until completion.
  5. Relay contract approvals and issued codes to advisors and Case Managers as necessary.
  6. Collaborate directly with various insurance providers across Canada.
  7. Deliver outstanding customer support to both internal and external stakeholders.
  8. Coordinate with Branch Office Coordinators regarding advisor inquiries.
  9. Stay informed about contracting processes, transfers, regulatory licensing, compliance, and privacy regulations.
  10. Foster and sustain positive working relationships both internally and externally.
  11. Effectively communicate with colleagues, insurance providers, advisors, and clients.
  12. Utilize back office systems extensively, including WealthServ, Sentry File, and insurance carrier websites.
  13. Maintain an organized filing system for efficient reference and retrieval.
  14. Provide backup and coverage during vacations as needed.
  15. Ensure adherence to Service Level Standards.
  16. Perform additional duties as assigned.

Required Qualifications:

  1. A post-secondary degree or relevant work experience.
  2. Industry-related courses are advantageous.
  3. Proficiency in French is a plus.

Essential Competencies:

  1. Customer service-oriented mindset.
  2. Self-motivated and proactive.
  3. Strong teamwork and interpersonal skills.
  4. Effective time management and multitasking abilities.
  5. Excellent verbal and written communication skills.
  6. Meticulous attention to detail and follow-through.
  7. Strong organizational capabilities.
  8. Able to work under pressure and meet tight deadlines.
  9. Adaptable to changing circumstances.

Desired Experience:

  1. Demonstrated experience in the insurance or financial services sector.
  2. Proven track record in customer service.
  3. Familiarity with Microsoft Office applications such as Word, Excel, and Outlook.
  4. Knowledge of back office systems like WealthServ, carrier websites, Sentry File, and APEXA is an asset.

Benefits & Perks:

As a member of the Financial Horizons family, you will enjoy a professional yet engaging and supportive work environment. We embody our DRIVER Values and offer a range of benefits, including:

  1. Three weeks of paid vacation.
  2. Comprehensive Group Benefits plan.
  3. Group Retirement Plan with employer matching.
  4. Flexible Personal Days for personal or family emergencies.
  5. Recognition programs that celebrate impactful performance and life milestones.
  6. Wellness Credit program.
  7. Opportunities for personal and professional development, including e-learning, tuition reimbursement, and leadership training.

About Financial Horizons:

Financial Horizons is a leading, national, Canadian-owned Managing General Agency (MGA) providing a wide array of life and health insurance, employee benefits, pensions, investments, structured settlements, and risk management services to advisors across Canada. Our headquarters are located in Kitchener, Ontario, with a national presence through offices across the country.

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