Bilingual Contracting Liaison

2 days ago

Toronto, Ontario, Canada Financial Horizons Full time
Key Responsibilities:
  • Compile and forward contracting requirements & 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 (BOCs) 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

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

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