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Bilingual Contracting Specialist

2 months ago

Toronto, Ontario, Canada Financial Horizons Full time

About the Role

We are seeking a highly organized and detail-oriented Contracting Support Specialist to join our team at Financial Horizons. As a key member of our contracting team, you will play a critical role in supporting our advisors and ensuring the smooth execution of contracting processes.

Key Responsibilities

  • Compile and forward contracting requirements and paperwork to advisors for completion
  • Assist advisors with questions and completion of contract paperwork
  • Provide support for Apexa On-boarding
  • Maintain regular communication with advisors throughout the contracting process to completion
  • Forward contract approval/issued code to advisors 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

Requirements

  • Post-Secondary degree or related work experience
  • Industry courses would be an asset
  • Bilingual in French and English

Competencies

  • Service-oriented
  • Self-starter and self-motivated
  • Teamwork, collaboration, and interpersonal skills
  • Time management skills and ability to multi-task and prioritize work
  • Communication skills - verbal & written
  • Attention to detail and follow through
  • Organizational skills
  • Ability to work under tight deadlines
  • Adaptability

Experience

  • 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

Benefits & Perks

As a member of the Financial Horizons family, you can expect a professional yet engaging, supportive, and family-like environment. Our company started with 4 employees and has grown to become a leading organization that lives and breathes its DRIVER Values.

Some of the benefits we provide include:

  • 3 weeks paid vacation
  • Excellent Group Benefits plan
  • Group Retirement Plan with employer matching
  • Flexible and supportive Personal Days for employee or family illness, emergency, etc.
  • Reward and Recognition that celebrates and rewards impactful performance (peer to peer) and life milestones both personal or professional
  • Wellness Credit program
  • Personal and Professional programs that allow you to grow, learn, and develop, including on-demand e-learning programs, Tuition reimbursement, and Leadership development