Contract/Policy Specialist

1 month ago

Burnaby BC, Canada TruStone Financial Inc. Full time

TruStone Contracting Specialist
TruStone is looking to hire a Contracting Specialist to join our team Reporting to the Contracting Manager, the Contracting Specialist provides optimal support to advisors with all their day-to-day contracting needs. This role works to build and maintain quality support for our advisors.

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.
Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.
Diversity, equity, and inclusion - we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.

Providing support to clients with the Apexa onboarding and the contracting process.
Setting up license sponsorship, carrier support, etc.
Process contracts and transfer using Apexa platform.
override change, bank change, address change, license and E & O updates)
Perform other related activities and participate in ad hoc projects, as necessary or as assigned

System expertise, Apexa, WealthServ, SharePoint, Microsoft suite
Bilingualism (Mandarin and/or Cantonese) would be an asset
Ability to work independently, prioritize and balance multiple tasks, projects or emails.
Ability to accurately analyze and review data
For regular full-time positions, TruStone offers a comprehensive total rewards package that includes:
Company pension
Dental care
Disability insurance
We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

TruStone welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process.

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