Contracting Specialist

Job title: Contracting Specialist

Company: Financial Horizons

Job description: Responsibilities:

• Responsible for the execution of advisor contracts; including: preparing documentation, providing detailed information, identifying possible problems or errors and proposing solutions, submission as per the standards dictated by the carrier and regular follow up as required
• 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 Coordinator (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
• Perform any other duties as assigned
• Ensure Service Level Standards are maintained

Skills/Abilities:

• Service oriented
• Self-starter and self-motivated
• Teamwork, collaboration, and strong interpersonal skills
• Strong time management skills and ability to multi-task and prioritize work in a fast paced environment
• Effective verbal and written communication skills
• Strong attention to detail, and follow through
• Excellent organizational skills
• Ability to work under tight deadlines
• Ability to adapt to continuous change
• Bilingual in French and English an asset

Job Knowledge or Work Experience

• 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
• Knowledge of all back office systems (Wealthserv, carrier sites, Sentry File, APEXA), an asset

Education:

• High School diploma, College diploma, University degree, or equivalent experience
• Industry courses would be an asset

Physical Demands and Working Conditions

• Working in an office environment
• Occasional lifting required (e.g. deliveries, forms)
• Regular working schedule, day shift

Join Financial Horizons Group (FHG): The Financial Services Company of Choice

Financial Horizons Group offers varied career opportunities for dynamic people seeking to demonstrate their drive and contribute to our team.

Headquartered in Kitchener, Ontario, and with a presence right across the country, we are confident in our level of service and in our complete offering.

We offer:

• Work-life balance in a professional and engaging environment;
• Personal development opportunities and training;
• A strong coaching culture whereby communication and growth are prioritized;
• Generous paid sick/emergency, vacation and bereavement leave policies;
• Competitive pay with yearly compensation reviews;
• Above average group benefits and RRSP matching plans;
• Market leading wellness credit and years of service recognition programs.

About Financial Horizons Group:

Financial Horizons Group is a leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada.

As an MGA, Financial Horizons Group is appointed by 24 insurance companies to distribute their products and services, through independent financial advisors to Canadian consumers. Financial Horizons Group partners with financial advisors for support in growing advisors’ businesses. This commitment translates into providing advisors with the ideal mix of resources, products and services that they, in turn, can offer to their clients.

Financial Horizons Group is an employer endorsing the principle of equal access to employment and employment equity within the whole company. We thank all those who apply, however; only applicants chosen for an interview will be contacted.

Expected salary:

Location: Kitchener, ON

Job date: Wed, 05 May 2021 07:04:02 GMT