Contracting Administrator
Core
Facilitate insurance advisor contracting, transfers, and licensing to ensure service levels and commission accuracy for Canadian families and businesses.
Role type
Contracting Administrator
Builds
Advisor contracts, licensing approvals, and commission access setups for insurance carriers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Contracting process management, data entry accuracy, regulatory compliance knowledge, stakeholder communication, file ownership, system navigation
Preferred skills
Industry designations (FLMI, ACS, AIAA), bilingualism (French/English), WealthServ/APEXA system expertise
Technologies
APEXA, WealthServ, Microsoft Office (Outlook, Word, Excel, PowerPoint)
Responsibilities
Facilitate advisor contracting and transfers with insurance carriers; Review advisor contracts for accuracy and resolve outstanding requirements; Onboard and screen advisors through APEXA system; Assist with provincial licensing and sponsorship requests; Investigate and resolve inquiries regarding contracting, licensing, and commission overrides; Coordinate advisor setup on insurance carrier websites for commission access.
Seniority
Mid-level, hands-on IC