Manager, Contracting Solutions
Core
Lead complex contracting activities, advisor/MGA transitions, and process optimization to support independent insurance advisors.
Role type
Manager, Contracting Solutions
Builds
Efficient, scalable contracting services and seamless advisor onboarding for Canadian families and businesses.
Domain
Life insurance industry / Contracting operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Complex case management, team leadership and coaching, subject matter expertise in contracting, integration of acquired practices, process improvement, automation strategy, strategic project leadership, regulatory compliance knowledge, advanced Microsoft Office proficiency
Preferred skills
Life policy administration systems knowledge, Apexa and Wealthserv proficiency, bilingualism (English and French)
Technologies
Apexa, Wealthserv, Microsoft Office (Outlook, Word, Excel, PowerPoint)
Responsibilities
Lead specialized team for complex contracting cases including multi-advisor arrangements and MGA acquisitions; Coach and develop Contracting staff; Act as subject matter expert for complex transfer scenarios; Oversee integration of acquired advisor practices and MGAs; Drive continuous improvement to streamline processes and reduce manual effort; Establish best practices for contracting and licensing; Champion automation and innovation initiatives; Lead strategic initiatives and operational transformation projects; Serve as trusted advisor to leadership on contracting strategy and risk.
Seniority
Manager, hands-on leadership