Contract Specialist
- Hamilton, ON, Canada
Full-time
Applications open in a new tab.
Job details
- 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
Hamilton, ON
$60,000 - $65,000 annually
About Us
STRIVE is a specialist recruitment firm offering proactive recruitment solutions in Accounting & Finance, Corporate Administration, and Manufacturing Operations. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs
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
About Us
STRIVE is a specialist recruitment firm offering proactive recruitment solutions in Accounting & Finance, Corporate Administration, and Manufacturing Operations. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs
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
- 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
- Partner with onboarding and contracting teams to support advisor transitions
- 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
Manage inbound and outbound advisor block transfers, coordinating with carriers, MGAs, and segregated fund providers to complete documentation, valuations, and payments accurately and on time. Maintain transfer records and advisor profiles, update WealthServ and FundServ, track progress in Apexa and internal tools, and support advisor transitions and client reassignment.
Requirements
Requires at least 1–2 years of experience in insurance or financial services, with direct experience in contracts, transfers, or MGA operations. Apexa proficiency is required; WealthServ or FundServ experience is an asset, along with strong communication, accuracy, and the ability to manage multiple tasks in a fast-paced environment.
Skills
- Contract Management
- Advisor Block Transfers
- Insurance Operations
- MGA Operations
- Documentation Management
- Carrier Coordination
- Client Listing Reconciliation
- Data Accuracy
- Apexa
- WealthServ
- FundServ
- Progress Tracking
- Written Communication
- Verbal Communication
- Attention to Detail
- 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
- Contracts
- Advisor Block Transfers
- MGA
- Buy-Sell Agreements
- Insurance Carriers
- Segregated Fund Providers
- Valuations
- Payments
- Orphan Client Reassignment
- Deceased Advisor Transfers
- Client Listings
- Advisor Profiles
- Transfer Records
- WealthServ
- FundServ
- Apexa
- Onboarding
- Contracting
- Documentation
- Internal Trackers