Contracting Specialist - 18-month contract

The Canada Life Assurance Company • Kitchener, ON

4d • Onsite

About The Position

This role is a 18-month contract position and located in Kitchener, ON. Financial Horizons is one of Canada’s leading MGAs, helping independent advisors grow their businesses. Canada Life acquired Financial Horizons in 2017 and it continues to operate independently. The ideal candidate is organized, a go-to person for information and problem-solving, and takes pride in providing high levels of customer service.

Requirements

• Post-Secondary degree or related work experience
• Proven experience in insurance/financial services industry
• Proven experience in customer service
• Proven experience with Microsoft programs such as Word, Excel and Outlook
• 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

Nice To Haves

• Bilingual (French/English) is a strong asset
• Knowledge of all back office systems (Wealthserv, carrier sites, Sentry File, APEXA), an asset

Responsibilities

• 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

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree