Contracting Administrator

iA Financial Group•Edmonton, AB

3d•Hybrid

About The Position

The role of the Contracting Administrator is to ensure the maintenance of service levels for advisors by efficiently facilitating their contracting with insurers. The role also involves resolving issues related to advisors’ licensing and investigating and resolving inquiries related to contracting and commissions, including matters involving bonus commission rates. PPI is an independent subsidiary of iA Financial, an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset. At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses. When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact. Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way. PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week.

Requirements

A minimum of 2 years’ contracting experience with an existing Managing General Agency or similar work environment
Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
Ability to represent self, office, and organization in a professional and positive manner at all times
Ability to handle sensitive and confidential information in a professional manner
Knowledge Microsoft Office programs; Outlook, Word, Excel and PowerPoint

Nice To Haves

Bilingual in French and English is an asset
Industry designation(s) (FLMI, ACS, AIAA) desirable
Knowledge of WealthServ, APEXA is an asset

Responsibilities

Facilitate the completion of advisor contracting and block transfers, including buy-Ins and business consolidation, with insurance carriers
Communicate with advisors and ensure they are regularly updated on status
Assume ownership of assigned files and the quality of data, including identifying any urgencies and assisting in the resolution of issues that may prevent a file from progressing through the process as quickly as possible, while understanding the downstream impacts on reporting and commissions
Review advisor contracts for accuracy and communicate with advisors regarding any outstanding requirements
Onboard and screen advisors through APEXA system, communicating any compliance issues until completion and approval of their contract with PPI
Work within the APEXA system to facilitate advisor contracting and transfers
Assist advisors with provincial licensing and sponsorship requests
Anticipate advisor needs and follow established processes to inform advisors of important contracting-related details
Investigate and facilitate the resolution of inquiries and/or issues related to advisor contracting, licensing and commission overrides, including communicating with the insurance carriers, advisors and the appropriate departments within PPI.
Ensure all tasks are completed according to PPI guidelines and standards, and work with the Team Leader and the team Manager/Director to effectively achieve department goals and objectives
Demonstrate behaviors that reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees
Perform additional responsibilities, duties and special projects as required