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