Bilingual Contracting Specialist
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Job Location:
Monthly Salary:
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Hub Financial a division of HUB International is one of Canadas largest independent Managing General Agencies (MGA). Specializing in life insurance investments and wealth management we provide independent financial advisors with a wide range of products resources and tools to help their business succeed. Our services include access to top-tier insurance solutions cutting-edge technology platforms and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices enhance their client service and deliver comprehensive financial solutions.
About The Role
The Bilingual 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.
What Youll Do
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
What Youll Need for Success
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 in English and French (oral and written)
1-2 years industry-related experience
Experience using APEXA and WealthServ an asset
Whats in it for you
Your well-being is our priority and we back this up with a wealth of benefits:
Competitive Compensation: Benefit from a pay structure that includes incentives bonuses and opportunities to increase your earnings.
Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
Tailored Benefits: Access a personalized benefits package including company-matched RRSPs designed to meet your unique needs.
Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs tuition reimbursement opportunities and coverage for professional license fees and membership dueseverything you need to support your growth and excel in your career.
Exclusive Perks: Take advantage of discounts on events travel accommodations and personal home & auto insurance.
At HUB we believe that diversity drives innovation equity fosters opportunity and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued respected and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.
Compensation
The expected salary range for this position is $50000 to $55000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level.
HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits disability insurance RRSP matching paid-time-off benefits and eligible bonuses and commissions for some positions.
Why Choose HUB
When you choose HUB youre choosing a competitive exciting and friendly work environment that strategically positions you for longevity and offers significant advancement growth and success opportunities. To read more about HUB please visit - About Us - HUB International
About HUB International
Were not just an insurance broker were a team of passionate professionals dedicated to innovation excellence and empowering our clients and communities through personalized support and expertise.
If youre interested in learning how you can grow your career at HUB visit our Careers Page to explore our opportunities.
HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process please let us know and we will work with you to ensure a fair and equitable experience.
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Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
IC
Key Skills
- Administrative Skills
- Time Management
- Diplomatic Skills
- Listening Skill
- Languages Fluency
- Organizational Skill
- Pressure Management
- Discipline Skills
- Communication
- Relationship Management
- Client Services
- Flexibility
- IT Skill
- Orderly Condition
- Secretarial Skill
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
