Bilingual Contracting Specialist: Client & Carrier Support

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

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.