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Contracting Specialist
2 weeks ago
Permanent Full Time
As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees - all focused on amplifying their business with the right opportunities and solutions at the right time for them.
Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.
Financial Horizons continues to operate independently in the marketplace.
**Role Description**
Are you someone that loves to stay organized? Are you a go-to person for information and problem solving? Do you take pride in providing high levels of customer service? If ‘yes’ is the only answer that comes to mind, then you could be the next Contracting Specialist** **to join the FH family Curious, and want to know more? Keep reading to see if this position is the one for you **This role is located in Kitchener, ON.**
**What you will do**
- Compile and forward contracting requirements & paperwork to advisors for completion
- Assist advisor with questions and completion of contract paperwork
- Provide support for Apexa On-boarding
- Maintain regular communication with advisor throughout the contracting process to completion
- Forward contract approval/issued code to advisor 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
**What you will bring**
- Post-Secondary degree or related work experience
- Bilingual (French/English) is a strong asset
- 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
- Self-starter and self-motivated
- Teamwork, collaboration, and interpersonal skills
- Time management skills and ability to multi-task and prioritize work
- Strong communication skills - verbal & written
- Attention to detail and follow through
- Organizational skills
- Ability to work under tight deadlines
The base salary for this position is between **$46,200****:
- $69,300** annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Be your best at Canada Life
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, an
