Contract Specialist
- Hamilton, ON, Canada
$60,000 to $65,000 CAD / year · Full-time
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Job details
- Pay
- $60,000 to $65,000 CAD / year
- Job type
- Full-time
- Apply by
- Experience
- Minimum 1–2 years in insurance or financial services, with direct experience in contracts, transfers, or MGA operations
- Posting language
- English
- Posted
Original job description
The Role
Our client is seeking a highly detail-oriented and experienced Contract Specialist to join their growing team on a permanent basis. This position plays a vital role in coordinating and managing the smooth transfer of advisor blocks of business, whether through MGA changes or buy/sell agreements.
The ideal candidate has experience with transfers, contracts, and working with insurance carriers or MGAs, and thrives in a fast-paced, collaborative environment.
Advantages
- $60,000 – $65,000 annually (based on experience)
- 9 AM – 5 PM, 1-hour lunch
- Stable opportunity with long-term potential
- Join a collaborative and supportive team of 4
- Employer-paid benefits
- Vacation after probation
- Fully on-site to start, hybrid option available after 6 months
Responsibilities:
- Manage inbound and outbound advisor block transfers
- Collaborate with carriers, MGAs, and segregated fund providers to ensure accurate, timely completion
- Submit and track required documentation for valuations and payments
- Support orphan client reassignment and business transfers for deceased advisors
- Review and reconcile client listings from carrier portals
- Maintain accuracy of advisor profiles and transfer records in internal systems
- Update WealthServ and FundServ systems to reflect business movements
- Track and report progress using internal trackers and Apexa
Requirements
- Minimum 1–2 years in insurance or financial services, with direct experience in contracts, transfers, or MGA operations
- Proficiency in Apexa is required; WealthServ and/or FundServ experience is an asset
- Strong verbal and written communication skills to coordinate with internal teams and external stakeholders
- Ability to manage multiple moving parts with attention to accuracy and timelines
- Comfortable working in a fast-paced, detail-heavy environment
More about this job
Responsibilities
Coordinate inbound and outbound advisor block transfers, working with carriers, MGAs, and segregated fund providers to complete documentation, valuations, and payments accurately and on time. Support client reassignment and deceased-advisor business transfers, maintain accurate records in internal systems and WealthServ/FundServ, and track progress using internal tools and Apexa.
Requirements
Requires at least 1–2 years of experience in insurance or financial services, including direct experience with contracts, transfers, or MGA operations. Apexa proficiency is required; WealthServ and/or FundServ experience is an asset, along with strong communication, accuracy, organization, and the ability to manage multiple tasks in a fast-paced environment.
Skills
- Contract Management
- Advisor Block Transfers
- Insurance Operations
- MGA Operations
- Apexa
- WealthServ
- FundServ
- Documentation Management
- Valuation Coordination
- Payment Tracking
- Client Listing Reconciliation
- Data Accuracy
- Stakeholder Communication
- Progress Tracking
- Time Management
Benefits
- Employer-Paid Benefits
- Vacation After Probation
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
Keywords
- Insurance
- Financial Services
- Contract Management
- Advisor Block Transfers
- MGA Changes
- Buy/Sell Agreements
- Carriers
- Managing General Agencies
- Segregated Fund Providers
- Valuations
- Payments
- Orphan Client Reassignment
- Deceased Advisor Transfers
- Client Listings
- Apexa
- WealthServ
- FundServ
- Internal Trackers
- Documentation
- Record Management
- Stakeholder Communication