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Contracting Specialist
4 months ago
Description
Contracting team, administration / full time, permanent / remote work / Toronto, Quebec, Montreal or Vancouver
Reporting to the Manager, Distributor Networks, the incumbent contributes to the Company's objectives, by ensuring the effective administration of agents contracts.
The incumbent:
Provides timely front line response to all Agency Services contracts and related questions from internal and external customers by telephone, fax, email or in person. This includes the National Accounts PPI and WFG contracts which are quite different from the usual MGA/Agents contracts
Analyse and process new applications for agent’s contracts
Analyse and process agent transfer applications from one MGA to another after evaluating the information received to ensure the agent can transfer based on our transfer rules and the agent's contract type at the time of request.
Process and set up FundServ Dealer and representative codes
Recommends to Manager approval of contract, licence and E & O applications by evaluating the information received for completeness and accuracy while ensuring regulatory compliance has been met.
Follows up where information is incomplete or questionable with various parties like, the agency, regulatory body and/or regional directors so that the agent can be contracted and paid his commission.
Enters and updates contracting and licencing information on the mainframe system FASAT and, if necessary, FAST. Accuracy is at a premium for this function.
Update and maintain Contracting tracking spreadsheet
Check provincial regulators websites for status of licences
Image documents
Mail contracts
Data entry
Run and analyze credit checks
REQUIREMENTS
University degree and 2-3 years of related experience; or
Non-university degree and 4-5 years of related experience
Advanced knowledge in both French and English, as the person will be required to on a daily basis
Strong data entry skills
Excellent knowledge of Microsoft Office applications.
Good organizational and analytical skills.
Work as a team player.
Ability to work under pressure.
Salary: starting from $50,000
