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Bilingual Contracting Specialist: Client & Carrier Support
Job summary
A leading insurance broker in Canada is seeking a Bilingual Contracting Specialist to provide seamless customer service to insurance advisors and carriers. The role requires strong bilingual communication skills and a positive attitude. Responsibilities include using APEXA for contracting, maintaining accurate data, and processing advisor agreements. The position offers competitive compensation and benefits as well as opportunities for career growth.
Benefits
Qualifications
- 1-2 years industry-related experience.
- Experience using APEXA and WealthServ an asset.
- Ability to deliver consistent performance.
Responsibilities
- Help advisors use APEXA for contracting efforts.
- Review contracting requirements with advisors.
- Process advisor Buy/Sell agreements on transfers.
- Maintain data accuracy in WealthServ.
- Follow up with insurance carriers for timely processing.
Skills
Tools
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.