Contracting Administrator (Calgary)

Company Overview PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. We provide value-added services and support such as digital tools, education, marketing, and processing to help advisors elevate and grow their business with a socially responsible mindset. At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses. When you join PPI you will be part of a diverse, inclusive and equitable workplace that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, advance your career and make a meaningful impact. Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way. PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week. For more information about PPI visit: . Contracting Administrator The role of the Contracting Administrator is to ensure the maintenance of service levels for advisors by efficiently facilitating their contracting with insurers. The role also involves resolving issues related to advisors’ licensing and investigating and resolving inquiries related to contracting and commissions, including matters involving bonus commission rates. Key Responsibilities - Facilitate the completion of advisor contracting and block transfers, including buy-Ins and business consolidation, with insurance carriers - Communicate with advisors and ensure they are regularly updated on status - Assume ownership of assigned files and the quality of data, including identifying any urgencies and assisting in the resolution of issues that may prevent a file from progressing through the process as quickly as possible, while understanding the downstream impacts on reporting and commissions - Review advisor contracts for accuracy and communicate with advisors regarding any outstanding requirements - Onboard and screen advisors through APEXA system, communicating any compliance issues until completion and approval of their contract with PPI - Work within the APEXA system to facilitate advisor contracting and transfers - Assist advisors with provincial licensing and sponsorship requests - Anticipate advisor needs and follow established processes to inform advisors of significant contracting-related details - Investigate and facilitate the resolution of inquiries and/or issues related to advisor contracting, licensing and commission overrides, including communicating with the insurance carriers, advisors and the appropriate departments within PPI. - Ensure all tasks are completed according to PPI guidelines and standards, and work with the Team Leader and the team Manager/Director to effectively achieve department goals and objectives - Demonstrate behaviors that reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees - Perform additional responsibilities, duties and special projects as required Education, Experience and Skills - Bilingual in French and English is an asset - A minimum of 2 years’ contracting experience with an existing Managing General Agency or similar work environment - Industry designation(s) (FLMI, ACS, AIAA) desirable - Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities - Proven accuracy, attention to detail and data entry skills - Excellent written and verbal communication skills - Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment - Ability to represent self, office, and organization in a professional and positive manner at all times - Ability to handle sensitive and confidential information in a professional manner - Knowledge Microsoft Office programs; Outlook, Word, Excel and PowerPoint - Knowledge of WealthServ, APEXA is an asset We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies. Apply on Kit Job: kitjob.ca/job/2otp23