Contracting Specialist
- Employer: iA Financial Group
- Office: 988 Broadway West
- Location: Vancouver, British Columbia
- Other Possible Location(s): Toronto, Ontario; Montreal, Quebec; Québec, Quebec
- Job category: Human Resources and Continuous Improvement
- Job ID: JR10020679
- Job type: Permanent Job
- Apply before: 2024-08-02
Description
Reporting to the Manager, Distributon Networks, the incumbent contributes to the Company's objectives, by ensuring the effective administration of agents contracts.
The incumbent:
- Provides timely front line response to all Distribution Networks contracts and related questions from internal and external customers by telephone, fax, email or in person. This includes the National Accounts, PPI and WFG contracts which are quite different from the usual MGA/Agents contracts
- Analyse and process new applications for agent’s contracts
- Analyse and process agent transfer applications from one MGA to another after evaluating the information received to ensure the agent can transfer based on our transfer rules and the agent's contract type at the time of request.
- Process and set up FundServ Dealer and representative codes
- Recommends to Manager approval of contracts, and license sponsorship applications by evaluating the information received for completeness and accuracy while ensuring regulatory compliance has been met.
- Follows up where information is incomplete or questionable with various parties like, the agency, regulatory body and/or regional directors so that the agent can be contracted and paid his commission.
- Enters and updates contracting and licencing information on the mainframe system FASAT and, if necessary, FAST. Accuracy is at a premium for this function.
- Update and maintain Contracting tracking spreadsheet
- Check provincial regulators websites for status of licenses
- Image documents
- Mail contracts
- Data entry
- Run and analyse credit checks
REQUIREMENTS
- University degree and 2 -3 years of related experience; or
- Grade 12 and 4-5 years of related experience
- Strong verbal and written communication skills.
- Strong data entry skills
- Excellent knowledge of Microsoft Office applications.
- Good organizational and analytical skills.
- Advanced knowledge of French and English, as the person will be required to speak, advise and follow up with agents across Canada, and read and process applications/documents in both languages on a daily basis.
- Work as a team player.
- Ability to work under pressure.
At iA, we invest,
in you.
Our employees are our best investment and we have much to offer them.
Company Overview
About
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.