Contracting Coordinator (12 Month Contract)

Temporary Full Time

As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them. 

Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.    

Financial Horizons continues to operate independently in the marketplace.

Role Description:

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 Contracting Coordinator to join the FH family! Curious, and want to know more? Keep reading to see if this position is the one for you!

This role is located in Kitchener, ON and is a 12 month contract position.

What You Will Do

• Add advisors to Wealthserv Insurance and Investments, including set up of hierarchies and carrier codes, then coordinate with IT to add advisor access
• Compile, prefill, and forward contracting requirements and paperwork to advisors for completion
• Forward contract approval/issued code to advisor and notify internal partners
• Pull client listings from carrier websites to verify accurate and complete transfer, investigate when business is not moved properly
• Update override forms and send to the carrier
• Prefill and submit all required transfer documents to other MGA’s for block valuation
• Manage and update cases on Salesforce
• Update and distribute advisor licensing, E & O certificates, bank changes, address updates and contact information changes
• Review for any expired E & O certificates, licensing requirements, etc. and follow up with advisors accordingly
• Complete advisor attestations and profile maintenance
• Review and ensure data matching of APEXA to the carrier’s data from feeds, and reconcile any discrepancies
• Logging tickets with APEXA support to solve any issues within the APEXA environment
• Manage contract changes including approvals and closing out advisor profile shells
  
  

What You Will Bring

• Completion of Post-Secondary School, or equivalent
• Minimum 1 year experience in the insurance and financial services industry an asset
• Bilingual (French/English) considered a strong asset
• Possesses working knowledge of contracting processes within the MGA and insurance industry
• Proven experience in Microsoft Office applications
• Knowledge of WealthServ and APEXA an asset
• Detail-orientated
• Organizational and time managment skills
• Customer service mindset
• Adaptable
  
  

The base salary for this position is between $39,300 - $53,200 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [email protected].

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.