Contracting & Licensing Administrator

🕒 March 20

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Experior Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2014

💸 Finance

👥 B2C

Finance • B2C

Experior Financial Group is a Canadian managing general agency and financial services company that connects licensed associates with clients to provide insurance and investment solutions. The company offers life, health, travel, critical illness, disability, and funeral insurance, along with investment products such as segregated funds, RRSPs, RRIFs, and TFSAs, and retirement planning services. Experior operates a unique “Tri‑Brid” MGA model, proprietary Experior Financial Analysis (EFA) software and a CRM for agents, and recruits and trains associates across Canada and the USA.

📋 Description

• Build strong relationships with the sales team and assist with licensing and contracting inquiries. • Process contracting requests, ensuring they comply with our carrier, state and company guidelines. • Review licensing documents to ensure compliance with company as well as state regulations. • Propose improvements for processes and technology. • Complete additional tasks related to the contracting department as assigned by your manager.

🎯 Requirements

• Previous experience in office administration or contracting/licensing is a strong asset. • Experience with SureLC is a strong asset. • Experience in the insurance industry is a strong asset. • Strong attention to detail and accuracy. • Excellent time management and organizational abilities. • Capable of managing tight deadlines and multiple priorities effectively. • Effective problem-solving and investigative skills. • Reliable, trustworthy, proactive, with a keen sense of ownership and initiative. • Exceptional verbal and written communication skills. • Approachable and professional in delivering suboptimal information via phone, and email interactions. • Strong computer skills with a capacity to learn new systems. • Ability to handle stressful situations with a positive, proactive attitude. • Positive demeanor with an openness to constructive feedback. • Must reside and be authorized to work in the USA.

🏖️ Benefits

• Work-life balance with paid vacation and sick days • Competitive compensation • Comprehensive medical, dental, and vision benefits • Career growth and development opportunities • Diverse teamwork environment • Straight day shifts with no weekends • Company events and celebrations • Tuition reimbursement • Company-provided equipment