Full job description
TruStone Contracting Specialist
About us
TruStone Financial Inc. (TSF), is redefining an industry by providing independent financial advisors exceptional service and developing meaningful relationships.
We are an MGA (Managing General Agent), an intermediary contracted by insurers to operate on their behalf to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With an emphasis on training, marketing, and technology, TSF is continually innovating to provide the highest level of service possible for our advisors.
TSF is proud to cultivate and sustain long lasting relationships with our advisors, employees, and suppliers.
Join a transforming business – we are a medium-sized Canadian company in a stable industry which is rapidly transforming.
What you’ll be working on
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Providing support to clients with the Apexa onboarding and the contracting process.
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Setting up license sponsorship, carrier support, etc.
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Process contracts and transfer using Apexa platform.
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Facilitating and processing client changes within WealthServ and/or Apexa (eg. override change, bank change, address change, license and E & O updates)
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Perform other related activities and participate in ad hoc projects, as necessary or as assigned
What we’re looking for you to have
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Knowledge of insurance industry
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Customer support experience
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System expertise, Apexa, WealthServ, SharePoint, Microsoft suite
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Bilingualism (Mandarin and/or Cantonese) would be an asset
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Ability to work independently, prioritize and balance multiple tasks, projects or emails.
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Strong attention to detail
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Strong oral and written communication skills with good and sound decision making skills
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Ability to accurately analyze and review data
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Excellent organization, problem solving and mathematical comprehension skills
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Excellent customer service skills, patience and empathy
Beyond the salary
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Company pension
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Dental care
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Disability insurance
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Employee assistance program
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Extended health care
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Life insurance
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Paid time off
Get to know us
TruStone is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don’t believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.