Contracting Specialist - 18-month contract

Temporary Full Time 

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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. 

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 Specialist 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 a 18-month contract position and located in Kitchener, ON.

What you will do

• 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

What you will bring

• 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

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The base salary for this position is between $48,400 - $72,600 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.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. 

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.  

• Financial Security: Company-matching pension plan, share ownership program and additional investment options. 

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

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

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