Job title: Contracting Specialist
Company: Hub International
Job description: Contracting Specialist – Hybrid (can be based out of Woodbridge ON, Vancouver BC, Calgary AB, Winnipeg MB or Montreal QC for in-office days)
Do you have a passion for service, with a desire to create positive experiences for clients? If you do, keep on reading!
HUB Financial Inc. has an exciting opening for you in our Regional office. We have built a culture at HUB that is focused on helping our clients grow their businesses, and our employees get the most out of their careers.
The Contracting Specialist role offers a variety of responsibilities, and we are seeking someone who ‘gets’ customer service and is looking for a challenging role in a fun environment. This role also offers the opportunity to build strong relationships with our clients (Insurance Advisors) and carriers (Insurance Companies) through seamless customer service and support. Still interested? See more details below.
What’s it like working here:
A positive, inclusive, and fun environment where we value diversity
We are a results-driven organization with three equal focuses: results, processes, and relationships
Your attitude and effort matter
You will be relied upon as a trusted member of the team
You will learn and grow (we will help bring out the best in you and yes, you will make mistakes, and that’s okay)
What your day will look like:
Help advisors use industry standard software, APEXA, to support contracting efforts
Review contracting requirements with the advisor when new business is received, and provide guidance and assistance until completion
Process advisor Buy/Sell agreements on block transfers and reassignments to ensure full servicing and commission changes reflecting the new advisor and HUB Financial as the MGA
Establish and maintain excellent working relationships with carriers and work in partnership with them to ensure contracts are processed quickly
Maintain accurate data in our system, WealthServ, including the broker contract, compensation hierarchy, compliance data, and notes
Ensure advisor contracting applications are screened fully, looking for poor credit, completeness and accuracy. Review all documentation for missing information and obtain all necessary outstanding requirements proactively
Document and escalate any action required relating to advisor credit, conduct or compliance issues based on facts gathered from Insurance Councils, carrier head offices or other information obtained by HUB Financial
Follow up with all insurance carriers to ensure all contracting and licensing submissions are processed in a timely manner
You will be successful in this role if you have:
A positive attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance
Strong time management, organizational and prioritization skills
Intermediate knowledge of MS Office Suite & most online meeting platforms
Effective interpersonal and communication skills (oral and written)
1-2 years industry-related experience
Experience using APEXA and WealthServ an asset
Working Conditions
Normal office environment and/or Hybrid Work-from-Home
HUB Financial is a wholly owned subsidiary of HUB International – a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States, Puerto Rico and Canada. HUB International is ranked among the top insurance brokerages in the world.
#LI-TD
Department Office Administration & Clerical
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
Expected salary:
Location: Woodbridge, ON
Job date: Fri, 16 Jun 2023 22:32:12 GMT
