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    Contracting Administrator - Toronto, Canada - Foresters Financial

    Foresters Financial
    Foresters Financial Toronto, Canada

    Found in: Talent CA C2 - 3 days ago

    Default job background
    Full time
    Description

    Job Description

    Key Responsibilities

    • Administration of contracting and licensing for all distribution channels, ensuring that all producers and up-line management are properly contracted, licensed and appointed, where applicable with state and/or provincial insurance departments.
    • Provide customer service support through our dedicated 1-800 line. Phone support required on schedule and rotational basis.
    • Responsible for processing of new producer and up-line management contracting packages.
    • Review contracting package for completeness, following up on outstanding contractual requirements.
    • Administer, review & adjudicate background checks within established approval guidelines, communicating with producer when necessary to obtain clarification regarding financial or criminal aspects on the background check report; make recommendation for exceptions or declines where appropriate.
    • Process state appointments for producers and up-line management which permits them to sell for Foresters.
    • Add and maintain accurate producer and up-line personal, contracting & licensing information on all applicable systems.
    • When advised, process producer and up-line terminations on the systems, ensuring that the appropriate state/province is properly notified.
    • Respond to and ensure efficient & accurate resolution to daily telephone and email inquiries pertaining to contracting and licensing issues, meeting established service level standards.
    • Track and notify the producer and up-line regarding expiring licenses and update appropriate systems as necessary with new information.
    • Track and notify the producer and up-line regarding expiring errors and omissions coverage and update system as necessary with new information.

    Key Qualifications

    • Post-secondary diploma in a related field or equivalent experience.
    • Must have excellent written and verbal communication skills.
    • French written and verbal skills would be considered an asset.
    • Requires strong ability to multi-task under pressure and time constraints to meet various deadlines while maintaining keen attention to detail.
    • Able to respond to constantly changing needs and schedules and to organize and prioritize workload.
    • Decisive with good judgment/decision-making skills to act effectively in resolving contracting & licensing issues.
    • Knowledge of producer and up-line contracting for both Canada and the US is an asset.
    • Requires well-developed problem solving and analytical skills.
    • Accurate keyboarding skills with good working knowledge of Word and Excel.
    • Knowledge of PMACS and PMACS web portal would be an asset.
    • Ability to work within the hours of Insurance Operations (8:00am – 8:00 pm).

    #LI-Hybrid

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