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Contracting Operations Coordinator

2 months ago

Toronto, Ontario, Canada Empire Life Full time
Job Overview

We are seeking a highly skilled Contracting Specialist to join our Group Products & Marketing team at Empire Life. As a key member of our team, you will be responsible for providing exceptional support to clients with the Apexa onboarding and contracting process.

About the Role

This is a full-time position that offers a comprehensive total rewards package, including a competitive salary, annual bonus program, comprehensive benefits, and opportunities for growth and development.

Key Responsibilities
  • Provide support to clients with the Apexa onboarding and contracting process.
  • Set up license sponsorship, carrier support, and other related activities.
  • Facilitate and process client changes, contracts, and transfers within Apexa.
  • Support the administration and setup of commissions for existing and incoming advisors.
  • Perform other related activities and participate in ad hoc projects as necessary or assigned.
  • Provide prompt and courteous resolution of enquiries from advisors and customers through verbal and/or written communication.
  • Apply critical thinking to screen contracts and related documents to meet established service levels and ensure compliance with contractual and regulatory standards.
  • Enter and maintain data into multiple administration systems, review and analyze data to ensure accuracy, and resolve discrepancies.
  • Support multiple teams to provide business requirements and test scenarios for projects, product launches, and system maintenance releases.
  • Validate that changes have made a positive enhancement to the user experience.
Requirements
  • Knowledge of the insurance industry.
  • Customer support experience.
  • Completion of post-secondary education or equivalent experience.
  • Knowledge of word processing, spreadsheet, email, and database computer software, with system expertise in Apexa and WealthServ.
  • Ability to work independently, prioritize, and balance multiple tasks, projects, or emails.
  • Strong attention to detail/accuracy.
  • Strong oral and written communication skills with good decision-making skills.
  • Well-developed analytical and problem-solving skills.
  • Ability to accurately analyze and review data.
  • Excellent organization, problem-solving, and mathematical comprehension skills.
  • Excellent customer service skills, patience, and empathy.
Benefits
  • Competitive salary: $70,000 - $90,000 per annum, depending on experience.
  • Annual bonus program, recognizing both strong company performance and individual contributions.
  • Comprehensive employer-funded benefits package starting from day one of employment, including life insurance, disability, health, and dental, and a generous health account.
  • Flexible work arrangements and an annual allotment of personal health days.
  • Four weeks annual vacation from hire date.
  • A defined contribution pension plan with generous employer matching.
  • Top-up programs for parental leave and compassionate leave.
  • Employer-sponsored wellness and recognition programs.
  • Cash employee referral program.