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Contract Management Coordinator

2 months ago

Kitchener, Ontario, Canada Financial Horizons Full time

Are you detail-oriented and organized? If you thrive in environments where you can assist others and enjoy providing exceptional customer service, this role might be a perfect fit for you.

As a Contracting Specialist at Financial Horizons, you will play a crucial role in ensuring that our contracting processes run smoothly and efficiently.

Key Responsibilities:

  1. Gather and send contracting documentation to advisors for their completion.
  2. Support advisors with inquiries and assist in the completion of contract forms.
  3. Facilitate the onboarding process through Apexa.
  4. Maintain consistent communication with advisors throughout the contracting journey.
  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. Assist Branch Office Coordinators with advisor inquiries.
  9. Ensure a comprehensive understanding of contracting, transfers, regulatory licensing, compliance, and privacy regulations.
  10. Foster and maintain positive working relationships with colleagues, insurance carriers, advisors, and clients.
  11. Utilize back office systems extensively (WealthServ, Sentry File, Insurance Carrier websites, APEXA).
  12. Keep an organized filing system for efficient document retrieval.
  13. Provide backup and coverage during vacations as needed.
  14. Ensure adherence to Service Level Standards.
  15. Perform additional duties as assigned.
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 advantageous.
Required Competencies:
  1. 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. Attention to detail and thorough follow-through.
  7. Strong organizational capabilities.
  8. Able to work under pressure and meet tight deadlines.
  9. Adaptable to changing circumstances.
Experience:
  1. Demonstrated experience in the insurance or financial services sector.
  2. Proven track record in customer service.
  3. Familiarity with Microsoft Office Suite, including Word, Excel, and Outlook.
  4. Knowledge of back office systems (WealthServ, carrier websites, Sentry File, APEXA) is a plus.
Benefits:

As part of the Financial Horizons family, you will enjoy a supportive and professional work environment that values collaboration and growth. We 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 emergencies or family needs.
  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 Managing General Agency (MGA) in Canada, providing a wide array of life and health insurance, employee benefits, pensions, investments, structured settlements, and risk management solutions to advisors across the country. Our headquarters are located in Kitchener, Ontario, with a strong national presence. We are committed to our DRIVER Values and strive to create a workplace that fosters growth and collaboration.