Insurance Contracting Professional

2 days ago


Burnaby, British Columbia, Canada TruStone Financial Inc. Full time

About the Role

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TruStone Financial Inc. is seeking an experienced Insurance Contracting Specialist to join our team in Burnaby, BC. As a key member of our contracting unit, you will play a vital role in providing exceptional support to our advisors.

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Key Responsibilities:

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  • Provide optimal support to advisors with their day-to-day contracting needs, ensuring seamless onboarding and contracting processes.">
  • Set up license sponsorship, carrier support, and process contracts and transfers using Apexa platform.">
  • Facilitate and process client changes within WealthServ and/or Apexa, including override changes, bank changes, address changes, license updates, and E&O updates.">
  • Perform other related activities and participate in ad-hoc projects as necessary or assigned.">
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Requirements:

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We are looking for a candidate with strong knowledge of the insurance industry, customer support experience, and system expertise in Apexa, WealthServ, SharePoint, and Microsoft Suite. Bilingualism (Mandarin and/or Cantonese) would be an asset. The ideal candidate must have excellent oral and written communication skills, strong attention to detail, and ability to accurately analyze and review data.

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What We Offer

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As a regular full-time employee at TruStone, you can expect a comprehensive total rewards package, including company pension, dental care, disability insurance, employee assistance program, extended health care, life insurance, and paid time off.

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Join Our Team

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At TruStone, we celebrate diversity and are committed to creating an inclusive environment where everyone feels valued and respected. If you're passionate about delivering exceptional customer service and want to grow your skills in a rapidly transforming business, we invite you to apply for this exciting opportunity.



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