Contracting & Licensing Specialist — Hybrid

iA Financial Group; Quebec; Híbrido; CAD 55 000 - 75 000; Tempo integral

Resumo da oferta

PPI Management Inc. in Québec is seeking a Contracting Administrator to support independent insurance advisors by facilitating contracting with insurers and resolving licensing and commission inquiries. This role offers hybrid work up to 3 days per week and a collaborative team environment.

We value a minimum of 2 years contracting experience with an MGA, bilingual French/English is an asset, and proficiency with WealthServ, APEXA, and MS Office. Location: Québec; posting end date 2026-11-13.

Qualificações

• A minimum of 2 years’ contracting experience with an existing Managing General Agency or similar environment.
• Industry designations (FLMI, ACS, AIAA) desirable.
• Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities.
• Excellent written and verbal communication skills.
• Ability to handle sensitive and confidential information in a professional manner.

Responsabilidades

• Facilitate the completion of advisor contracting and transfers, including buy-In and business consolidation, with the insurance carriers.
• Communicate with advisor and ensuring they are updated regularly on current status.
• Own assigned files and ensure data quality, including recognizing urgencies and assisting in resolution of problems that may delay processing.
• Review advisor contracts for accuracy and communicate outstanding requirements.
• Onboard and screen advisor through APEXA system, resolve compliance until completion and approval of their contract with PPI.
• Coordinate the setup of advisors on insurance carrier websites to access their commission statements.

Conhecimentos

Bilingual French/English

Contracting/Contract administration

Organizational skills

MS Office (Outlook/Word/Excel/PowerPnt

WealthServ/APEXA knowledge

Ferramentas

WealthServ

APEXA

MS Office

Descrição da oferta de emprego

PPI Management Inc. in Québec is seeking a Contracting Administrator to support independent insurance advisors by facilitating contracting with insurers and resolving licensing and commission inquiries. This role offers hybrid work up to 3 days per week and a collaborative team environment.

We value a minimum of 2 years contracting experience with an MGA, bilingual French/English is an asset, and proficiency with WealthServ, APEXA, and MS Office. Location: Québec; posting end date 2026-11-13.