Contracting and Licensing Operations Specialist

2 weeks ago


Vancouver, British Columbia, Canada IDC Worldsource Insurance Network Inc. Full time

About the Role

We are seeking a highly detail-oriented Contracting and Licensing Operations Specialist to join our team at IDC Worldsource Insurance Network Inc.

Job Summary

The successful candidate will be responsible for processing and maintaining agent contract and license requirements. This role requires strong organizational skills, attention to detail, and excellent communication skills to provide guidance and direction to internal staff and external clients.

Key Responsibilities

  • Review and submit contracting and licensing documents to insurance carriers and regulators;
  • Enter data into advisor profiles and maintain records on advisor files;
  • Track and follow up on pending contract files;
  • Assist external clients with inquiries related to carrier contracts, licenses, and E&O coverage;
  • Review the contracting and licensing process to ensure compliance with business, carrier, and regulatory requirements.

Requirements

  • Post-secondary education;
  • Industry experience and working knowledge of Excel, Outlook, APEXA, and Wealthserv an asset;
  • Strong interpersonal, oral, and written communication skills;
  • High degree of integrity and initiative;
  • Detail-oriented and accurate;
  • Ability to handle multiple and conflicting priorities;
  • Professional presentation.

Compensation

The salary range for this position is $42,000 to $50,000 per annum, commensurate with experience. Employees are also eligible to participate in the group benefits plan starting on their first day of employment.



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