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Contracting Administrator for Advisors
Job Description
Enhance advisor services at PPI as a Contracting Administrator in Calgary. This role focuses on efficient contracting processes and excellent support for advisors.
In this critical role at PPI, you will facilitate advisor contracting and manage block transfers with insurance carriers. You'll handle licensing inquiries, ensuring smooth operations for advisors by maintaining high-quality files and timely communication. Your expertise in reviewing contracts and onboarding advisors is vital for compliance with PPI standards.
Key Responsibilities:
• Facilitate advisor contracting and block transfers with insurers
• Communicate timely updates to advisors about their status
• Own and manage files while resolving urgency issues
• Review contracts for accuracy and communicate requirements
• Screen and onboard advisors through the APEXA system
Requirements:
• Minimum 2 years’ contracting experience
• Bilingual in French and English is an asset
• Strong organizati...
In this critical role at PPI, you will facilitate advisor contracting and manage block transfers with insurance carriers. You'll handle licensing inquiries, ensuring smooth operations for advisors by maintaining high-quality files and timely communication. Your expertise in reviewing contracts and onboarding advisors is vital for compliance with PPI standards.
Key Responsibilities:
• Facilitate advisor contracting and block transfers with insurers
• Communicate timely updates to advisors about their status
• Own and manage files while resolving urgency issues
• Review contracts for accuracy and communicate requirements
• Screen and onboard advisors through the APEXA system
Requirements:
• Minimum 2 years’ contracting experience
• Bilingual in French and English is an asset
• Strong organizati...