Trustone Contracting Specialist

2 weeks ago

Burnaby, Canada THE EMPIRE LIFE INS. CO Full time

**Tru**Stone **Contracting Specialist**:
**Location: In Person - Burnaby, BC**

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.**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.

**Why pursue this opportunity**

**Join a transforming business - **we are a medium-sized Canadian company in a stable industry which is rapidly transforming.**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.-
**What you’ll be working on**- 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.-
- Facilitating and processing client changes within WealthServ and/or Apexa (eg. 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**What we’re looking for you to have**:
- Knowledge of insurance industry-
- Customer support experience-
- System expertise, Apexa, WealthServ, SharePoint, Microsoft suite-
- Bilingualism (Mandarin and/or Cantonese) would be an assetStrong attention to detail-
- Strong oral and written communication skills with good and sound decision making skills-
- Ability to accurately analyze and review data-
- Excellent organization, problem solving and mathematical comprehension skills- Excellent customer service skills, patience and empathy

**Beyond the salary**:

- For regular full-time positions, TruStone offers a comprehensive total rewards package that includes:- Company pension-
- Dental care-
- Disability insurance-
- Employee assistance program-
- Extended health care-
- Life insurance- Paid time off

**Get to know us**:

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