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Contract Management Coordinator

2 months ago

Kitchener, Ontario, Canada Financial Horizons Full time

Are you an organized individual with a knack for problem-solving? If you pride yourself on delivering exceptional customer service, you might be the perfect fit for the role of Contracting Specialist at Financial Horizons. This position offers the flexibility of in-office or hybrid work arrangements.

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 documents.
  3. Support the onboarding process for Apexa.
  4. Maintain consistent communication with advisors throughout the contracting journey until completion.
  5. Send 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, transfers, regulatory licensing, compliance, privacy laws, contract modifications, business transfers, and consolidations.
  10. Foster and sustain constructive working relationships both internally and externally.
  11. Communicate effectively with colleagues, insurance carriers, advisors, and clients.
  12. Utilize back office systems extensively (WealthServ, Sentry File, Insurance Carrier websites, APEXA).
  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 considered an asset.
  3. Ability to communicate in French is a plus.

Essential Competencies:

  1. Customer service orientation.
  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. Attention to detail and thorough follow-through.
  7. Strong organizational skills.
  8. Ability to work under pressure and meet tight deadlines.
  9. Adaptability 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 (WealthServ, carrier websites, Sentry File, APEXA) is advantageous.

Benefits and Perks:

As a valued member of Financial Horizons, you will enjoy a professional yet engaging and supportive work environment. Our organization is built on strong values and offers 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 health or family emergencies.
  5. Recognition programs that celebrate impactful performance and personal 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) that provides a wide array of life and health insurance, employee benefits, pensions, investments, structured settlements, and risk management solutions to advisors across Canada. With our headquarters in Kitchener, Ontario, we have a national footprint with offices throughout the country. For more information about our organization, please refer to the 'Our Story' section on our website.