- 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
- Post-Secondary degree or related work experience
- Industry courses would be an asset
- Bilingual in French and English
- Service oriented
- Self-starter and self-motivated
- Teamwork, collaboration, and interpersonal skills
- Time management skills and ability to multi-task and prioritize work
- Communication skills - verbal & written
- Attention to detail and follow through
- Organizational skills
- Ability to work under tight deadlines
- Adaptability
- 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
- 3 weeks paid vacation
- Excellent Group Benefits plan
- Group Retirement Plan with employer matching
- Flexible and supportive Personal Days for employee or family illness, emergency etc...
- Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
- Wellness Credit program
- Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development
Bilingual Contracting Specialist - Kitchener, Canada - Financial Horizons
Description
*Un message en français suivra*
Are you someone that loves to stay organized? Are you a go-to person for information and problem solving? Do you take pride in providing high levels of customer service?
If 'yes' is the only answer that comes to mind, then you could be the next Bilingual Contracting Specialist to join the FH family Curious, and want to know more? Keep reading to see if this position is the one for you
Note: This role can be supported by an in-office, or hybrid work arrangement.
What will you be doing in this role?
What qualifications are required?
What competencies are required?
What should your experience look like?
Benefits & Perks
As a member of the FH family you can expect a professional yet engaging, supportive and family like environment – our company started with 4 employees An organization that lives and breathes its DRIVER Values.
These are some of the benefits we provide: