Contracting Administrator

iA Financial Group (Industrial Alliance)

Contracting Administrator ensuring maintenance of service levels for advisors by facilitating contracting with insurers and resolving licensing issues. Bilingual in French and English is an asset.

Posted 5/16/2026full-timeCalgary • 🇨🇦 CanadaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Ensure the maintenance of service levels for advisors by efficiently facilitating their contracting with insurers
Resolve issues related to advisors’ licensing and investigate and resolve inquiries related to contracting and commissions, including matters involving bonus commission rates
Facilitate the completion of advisor contracting and block transfers, including buy-Ins and business consolidation, with insurance carriers
Communicate with advisors and ensure they are regularly updated on status
Assume ownership of assigned files and the quality of data, including identifying any urgencies and assisting in the resolution of issues that may prevent a file from progressing through the process as quickly as possible, while understanding the downstream impacts on reporting and commissions
Review advisor contracts for accuracy and communicate with advisors regarding any outstanding requirements
Onboard and screen advisors through APEXA system, communicating any compliance issues until completion and approval of their contract with PPI
Work within the APEXA system to facilitate advisor contracting and transfers
Assist advisors with provincial licensing and sponsorship requests
Anticipate advisor needs and follow established processes to inform advisors of important contracting-related details
Investigate and facilitate the resolution of inquiries and/or issues related to advisor contracting, licensing and commission overrides, including communicating with the insurance carriers, advisors and the appropriate departments within PPI
Ensure all tasks are completed according to PPI guidelines and standards, and work with the Team Leader and the team Manager/Director to effectively achieve department goals and objectives
Demonstrate behaviors that reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees
Perform additional responsibilities, duties and special projects as required

Requirements

What you’ll need

Bilingual in French and English is an asset
A minimum of 2 years’ contracting experience with an existing Managing General Agency or similar work environment
Industry designation(s) (FLMI, ACS, AIAA) desirable
Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
Ability to represent self, office, and organization in a professional and positive manner at all times
Ability to handle sensitive and confidential information in a professional manner
Knowledge Microsoft Office programs; Outlook, Word, Excel and PowerPoint
Knowledge of WealthServ, APEXA is an asset

Benefits

Comp & perks

hybrid work environment
opportunities to learn and develop your skills
inclusive and collaborative culture

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

contracting experiencedata entry skillsattention to detailtime management

Soft Skills

organizational skillswritten communicationverbal communicationinterpersonal skillsrelationship managementprofessionalismconfidentiality

Certifications

FLMIACSAIAA