Contracting Specialist (12M Contract)

Canada Life

Oct 20

Applications are closed

Job
Full-time
Mid Level
Customer Relations
People, HR & Administration
Kitchener

Requirements

Post-Secondary degree or related work experience
Bilingual (French/English) is a strong asset
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
Self-starter and self-motivated
Teamwork, collaboration, and interpersonal skills
Time management skills and ability to multi-task and prioritize work
Strong communication skills - verbal & written
Attention to detail and follow through
Organizational skills
Ability to work under tight deadlines

Responsibilities

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

FAQs

What is the duration of the Contracting Specialist position?

The position is a 12-month contract.

Where is the Contracting Specialist role located?

The role is located in Kitchener, ON.

What are the primary responsibilities of the Contracting Specialist?

Responsibilities include compiling and forwarding contracting paperwork, assisting advisors with questions, providing support for Apexa onboarding, maintaining communication with advisors, and working with multiple insurance carriers.

Is a post-secondary degree required for this role?

A post-secondary degree or related work experience is required for this position.

Is bilingualism an asset for this position?

Yes, being bilingual (French/English) is considered a strong asset.

What kind of experience is preferred for this role?

Proven experience in the insurance/financial services industry and customer service is preferred.

What software skills are necessary for the Contracting Specialist position?

Proficiency in Microsoft programs such as Word, Excel, and Outlook is required.

What is the salary range for this position?

The base salary for this position ranges between $46,200 - $69,300 annually.

Are there additional compensation components apart from the base salary?

Yes, the base salary does not represent other variable compensation components, such as annual bonuses or commissions.

How does Canada Life promote diversity and inclusion in the workplace?

Canada Life is committed to providing an inclusive, accessible environment where all employees feel valued, respected, and supported, and aims to build a workforce that reflects the diversity of the communities in which they operate.

What should I do if I need a reasonable accommodation during the application process?

You should contact talentacquisitioncanada@canadalife.com to request a reasonable accommodation.

Will all applicants be contacted regarding their application status?

Canada Life thanks all applicants, but only those who qualify for an interview will be contacted.

Canada Life

Helping Canadians improve their financial, physical and mental well-being.

Finance

Industry

10,001+

Employees

1847

Founded Year

Mission & Purpose

At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Whether handling policy claims, help growing and protecting clients’ retirement and investment savings, providing workplace mental health support for all employers or helping build stronger communities by investing in community projects, we are committed to putting the customer first in all that we do. That trust is built on the dedication, skill and energy of our employees and advisors and their commitment to our customers and to our communities. Canada Life is a subsidiary of Great-West Lifeco Inc. and is a member of the Power Corporation group of companies.