This role is intended for a self-starter that loves to stay organized likes to be the go-to person for information and problem solving and prides themselves in providing high levels of customer service.
The successful candidate provides comprehensive administrative support for contracting operations ensuring all processes documentation and data are accurate compliant and efficiently managed. This role supports the contracting process maintains accurate records and leverages advanced Excel skills to update clean and reconcile spreadsheets. The successful candidate will be detail-oriented organized and comfortable working with both internal teams and external partners.
Key Responsibilities
- Facilitate and process client changes contracts and transfers ensuring proper documentation.
- Support the onboarding offboarding and contracting process for life licensed individuals.
- Coordinate with insurance carriers and internal teams to resolve data discrepancies and ensure timely updates.
- Maintain and update contracting data in multiple administration systems and spreadsheets; ensure data consistency and accuracy across sources.
- Regularly clean audit and reconcile spreadsheets to support business operations and reporting.
- Generate and distribute regular reports on contracting activities and data quality.
- Assist with documentation and organization of carrier contracts commission details and portal access.
- Participate in data-related projects including process improvements and system upgrades.
- Support the onboarding offboarding and contracting process for life licensed individuals.
- Provide prompt and courteous support to internal and external stakeholders regarding contracting data.
- Contribute to the continual improvement of data management methods tools and techniques.
Required Skills and Competencies
- Proven proficiency with Microsoft Excel including advanced functions (e.g. VLOOKUP pivot tables data validation).
- Strong attention to detail and commitment to data accuracy.
- Experience with data entry cleaning and reconciliation in an administrative or operational context.
- Excellent organizational and time management skills; ability to prioritize and multitask.
- Effective verbal and written communication skills.
- Ability to work independently and collaboratively within a team.
- Customer service orientation.
- Experience in insurance or financial services is strongly preferred.
Preferred Qualifications
- Post-secondary education or equivalent work experience.
- Bilingual (French/English) is a strong asset.
Whats in it for you:
- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits retirement wealth wellness and human resource solutions. Our experts and solutions serve over 20000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees members and stakeholders.
Providing an inclusive accessible environment where all employees and clients feel valued respected and supported is something were committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to.
Required Experience:
Unclear Seniority
This role is intended for a self-starter that loves to stay organized likes to be the go-to person for information and problem solving and prides themselves in providing high levels of customer service. The successful candidate provides comprehensive administrative support for contracting operations...
This role is intended for a self-starter that loves to stay organized likes to be the go-to person for information and problem solving and prides themselves in providing high levels of customer service.
The successful candidate provides comprehensive administrative support for contracting operations ensuring all processes documentation and data are accurate compliant and efficiently managed. This role supports the contracting process maintains accurate records and leverages advanced Excel skills to update clean and reconcile spreadsheets. The successful candidate will be detail-oriented organized and comfortable working with both internal teams and external partners.
Key Responsibilities
- Facilitate and process client changes contracts and transfers ensuring proper documentation.
- Support the onboarding offboarding and contracting process for life licensed individuals.
- Coordinate with insurance carriers and internal teams to resolve data discrepancies and ensure timely updates.
- Maintain and update contracting data in multiple administration systems and spreadsheets; ensure data consistency and accuracy across sources.
- Regularly clean audit and reconcile spreadsheets to support business operations and reporting.
- Generate and distribute regular reports on contracting activities and data quality.
- Assist with documentation and organization of carrier contracts commission details and portal access.
- Participate in data-related projects including process improvements and system upgrades.
- Support the onboarding offboarding and contracting process for life licensed individuals.
- Provide prompt and courteous support to internal and external stakeholders regarding contracting data.
- Contribute to the continual improvement of data management methods tools and techniques.
Required Skills and Competencies
- Proven proficiency with Microsoft Excel including advanced functions (e.g. VLOOKUP pivot tables data validation).
- Strong attention to detail and commitment to data accuracy.
- Experience with data entry cleaning and reconciliation in an administrative or operational context.
- Excellent organizational and time management skills; ability to prioritize and multitask.
- Effective verbal and written communication skills.
- Ability to work independently and collaboratively within a team.
- Customer service orientation.
- Experience in insurance or financial services is strongly preferred.
Preferred Qualifications
- Post-secondary education or equivalent work experience.
- Bilingual (French/English) is a strong asset.
Whats in it for you:
- Learn by working alongside our experts
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits retirement wealth wellness and human resource solutions. Our experts and solutions serve over 20000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees members and stakeholders.
Providing an inclusive accessible environment where all employees and clients feel valued respected and supported is something were committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to.
Required Experience:
Unclear Seniority
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