Agent of Record Specialist
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
June 09, 2026
1 week ago Be among the first 25 applicants
We are looking for a bilingual, highly motivated, team-oriented individual to join our Agent of Records team as an Agent of Record Specialist on a regular, full-time basis.
Reporting to the Assistant Manager, Small Business Delivery, you will be responsible for Advisor onboarding support, contracting, commissions changes and Group Benefit Advisor Site approvals.
Position Responsibilities
- Advisor Management and Support: Maintain positive onboarding and relationships, process National Agent of Records & Letter of Authorization changes, handle contracting requests, inquiries, and manage commissions changes.
- Business Operations: Oversee transfer of business and Advisor block changes, maintain and update Advisor/Client information on GroupLinks, and ensure MGA alignment and project management.
- Technical and Access Support: Manage National Advisor Portal access registration, provide trou...