Contracting Administrator in Québec

Contracting Administrator

The role of the Contracting Administrator is to ensure the maintenance of service levels for advisors by efficiently facilitating their contracting with insurers.

The role also involves resolving issues related to advisors’ licensing and investigating and resolving inquiries related to contracting and commissions, including matters involving bonus commission rates.

Responsibilities

• Facilitate the completion of advisor contracting and transfers, including buy‑in and business consolidation, with the insurance carriers.
• Communicate with advisors and keep them updated regularly on current status.
• Assume ownership of assigned files and data quality, recognizing urgencies and aiding resolution of problems that may delay a file’s progress, understanding the downstream impact on reporting and commissions.
• Review advisor contracts for accuracy and communicate any outstanding requirements to advisors.
• Onboard and screen advisors through the APEXA system, addressing compliance issues until contract approval with PPI.
• Work with the APEXA system to facilitate advisor contracting and transfers.
• Assist advisors with provincial licensing and sponsorship requests.
• Anticipate advisors’ needs and follow established processes for informing them of important contracting details.
• Investigate and resolve inquiries regarding advisor contracting, licensing, and commission overrides, coordinating with insurance carriers, advisors, and internal departments.
• Coordinate advisor setup on insurance carrier websites to access commission statements and view business activities.
• Ensure all tasks comply with PPI guidelines and standards, collaborating with the Team Leader and Manager/Director, Agency Services to meet department goals.
• Demonstrate behaviors that reflect and align with PPI’s ESG commitments to advisors, their clients, and employees.

Qualifications

• Bilingual in French and English is an asset.
• A minimum of 2 years of contracting experience with an existing Managing General Agency or a similar mandate.
• Designations such as FLMI, ACS, AIAA are desirable.
• Superior organizational and time‑management skills; ability to manage multiple tasks and responsibilities.
• Proven accuracy, attention to detail, and data‑entry proficiency.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and aptitude for building and maintaining relationships within a team context.
• Professional self‑representation at all times.
• Ability to handle sensitive and confidential information in a professional manner.
• Knowledge of Wealth Serv, APEXA, Microsoft Office Suite (Outlook, Word, Excel, Power Point).
• Location
• Québec – 6700, boulevard Pierre‑Bertrand

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