Contract Specialist - Insurance Transfers Expert (Hamilton)

Join a growing team as a skilled Contract Specialist focused on insurance transfers. This role is essential for the coordination of advisor block business transitions in a collaborative setting. Our client seeks an individual with at least 1-2 years in insurance or financial services to manage contracts and transfers effectively. The ideal candidate will be proficient in Apexa and excel in cross-functional collaboration. You will play a pivotal role in ensuring the accuracy of advisor profiles and facilitating smooth transitions. Key Responsibilities: - Oversee inbound/outbound advisor block transfers - Collaborate with carriers, MGAs, and fund providers - Track documentation for payments and valuations - Assist in the reassignment of clients from deceased advisors - Maintain accuracy in internal systems like WealthServ Requirements: - 1-2 years of relevant industry experience - Strong expertise in Apexa; WealthServ knowledge preferred - Excellent written and verbal communication skills - Strong organizational skills with focus on accuracy - Detail-oriented worker thriving in a collaborative setting Utilize your expertise in contracts to streamline processes and enhance the client experience. Apply on Kit Job: kitjob.ca/job/2pse23