Job Description
The Role
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
Transfer Coordination
- Manage inbound and outbound advisor block transfers
- Collaborate with carriers, MGAs, and segregated fund providers to ensure accurate, timely completion
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