Contract Specialist

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)
• Stable opportunity with long-term potential
• Join a collaborative and supportive team of 4
• 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

#J-18808-Ljbffr