Bilingual Contracting Specialist

HUB International; Winnipeg; On-site; CAD 50,000 - 55,000; Full time

Job summary

A financial services firm in Winnipeg is looking for a Bilingual Contracting Specialist to support insurance advisors. The role involves using software to assist in contracting, maintaining relationships with clients and carriers, and ensuring compliance. Ideal candidates will have a proactive attitude and interpersonal skills in both English and French. Competitive compensation and benefits are provided, including opportunities for career growth.

Benefits

Competitive Compensation

Work-Life Balance

Tailored Benefits

Career Growth and Support

Exclusive Perks

Qualifications

• Positive attitude and desire to help others.
• Ability to deliver consistent performance.
• Effective communication skills in both English and French.

Responsibilities

• Help advisors use APEXA for contracting efforts.
• Review and guide contracting requirements for new business.
• Process advisor Buy/Sell agreements for transfers.
• Maintain relationships with insurance carriers.
• Ensure accuracy in WealthServ data.
• Screen advisor contracting applications thoroughly.
• Document compliance issues and escalate as necessary.
• Follow up on contracting and licensing submissions.

Skills

Curiosity

Customer service orientation

Time management

Organizational skills

Interpersonal skills

Communication skills in English

Communication skills in French

Education

1-2 years industry-related experience

Tools

APEXA

WealthServ

MS Office Suite

Online meeting platforms

Job description

Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.

About The Role

The Bilingual Contracting Specialist role offers a variety of responsibilities, and we are seeking someone who ‘gets’ customer service and is looking for a challenging role in a fun environment. This role also offers the opportunity to build strong relationships with our clients (Insurance Advisors) and carriers (Insurance Companies) through seamless customer service and support.

What You’ll Do

• Help advisors use industry standard software, APEXA, to support contracting efforts
• Review contracting requirements with the advisor when new business is received, and provide guidance and assistance until completion
• Process advisor Buy/Sell agreements on block transfers and reassignments to ensure full servicing and commission changes reflecting the new advisor and HUB Financial as the MGA
• Establish and maintain excellent working relationships with carriers and work in partnership with them to ensure contracts are processed quickly
• Maintain accurate data in our system, WealthServ, including the broker contract, compensation hierarchy, compliance data, and notes
• Ensure advisor contracting applications are screened fully, looking for poor credit, completeness and accuracy. Review all documentation for missing information and obtain all necessary outstanding requirements proactively
• Document and elevate any required action relating to advisor credit, conduct or compliance issues based on facts gathered from Insurance Councils, carrier head offices or other information obtained by HUB Financial
• Follow up with all insurance carriers to ensure all contracting and licensing submissions are processed in a timely manner

What You’ll Need for Success

• A positive attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance
• Strong time management, organizational and prioritization skills
• Intermediate knowledge of MS Office Suite & most online meeting platforms
• Effective interpersonal and communication skills in English and French (oral and written)
• 1-2 years industry-related experience
• Experience using APEXA and WealthServ an asset

What’s in it for you?

Your well-being is our priority, and we back this up with a wealth of benefits:

• Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
• Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
• Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
• Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
• Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.

At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.

Compensation

The expected salary range for this position is $50,000 to $55,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit About Us - HUB International.

About HUB International

Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

We’re not just an insurance broker, we’re a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.

If you’re interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.

HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.

Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required

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