Bilingual Contracting Specialist; Insurance - Arrangement Ontario Job Ontario Canada,Finance & Banking

Position: Bilingual Contracting Specialist (Insurance) - Flexible Work Arrangement Across Ontario

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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, hybrid, or remote work arrangement across Ontario.

What will you be doing in this role?

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 (Wealth Serv, 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 qualifications are required?

Post-Secondary degree or related work experience

Industry courses would be an asset

Bilingual in French and English

What competencies are required?

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

What should your experience look like?

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

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:

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


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