Contracting Administrator - Toronto, Canada - Foresters Financial Services, Inc.

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter


Description
Career Opportunity

Role Title

Contracting Administrator - 12 months

Purpose of role

Job Profile Summary


The Contracting Administrator is accountable for ensuring that producers and up-line management in all distribution channels are contracted and licensed promptly, as per established guidelines and service levels, in accordance with provincial and state laws.

To provide customer service at established service levels to the various distribution channels by accurately answering questions and/or resolving contracting and licensing inquiries.


Job Description:


  • Key Responsibilities
  • Administration of contracting and licensing for all distribution channels, ensuring that all producers and upline management are properly contracted, licensed and appointed, where applicable with state and/or provincial insurance departments.
  • Provide customer service support through our dedicated 1800 line. Phone support required on schedule and rotational basis.
  • Responsible for processing of new producer and upline 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 upline management which permits them to sell for Foresters.
  • Add and maintain accurate producer and upline personal, contracting & licensing information on all applicable systems.
  • When advised, process producer and upline terminations on the systems, ensuring that the appropriate state/province is properly notified.
  • Track and notify the producer and upline regarding expiring licenses and update appropriate systems as necessary with new information.
  • Track and notify the producer and upline regarding expiring errors and omissions coverage and update system as necessary with new information.


  • Key Qualifications

  • Postsecondary 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 multitask 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/decisionmaking skills to act effectively in resolving contracting & licensing issues.
  • Knowledge of producer and upline contracting for both Canada and the US is an asset.
  • Requires welldeveloped 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

Equal Opportunity Employment and Inclusion
- _at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves._
- _
- in advance of your appointment._

More jobs from Foresters Financial Services, Inc.