TruStone Contracting Expert

1 week ago


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

About TruStone Financial Inc.

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We are a leading Managing General Agent (MGA) in the insurance industry, providing exceptional service and developing meaningful relationships with our advisors.

As a Contracting Specialist, you will play a crucial role in supporting our advisors with all their day-to-day contracting needs. This position requires strong analytical and problem-solving skills to build and maintain quality support for our advisors.

The successful candidate will have the opportunity to grow their skills and contribute directly to the business unit they are a part of. We are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.

Key Responsibilities:

  • Provide support to clients with the Apexa onboarding and contracting process.
  • Set up license sponsorship, carrier support, and process contracts and transfers using the Apexa platform.
  • Facilitate and process client changes within WealthServ and/or Apexa, including override changes, bank changes, address changes, and license and E&O updates.
  • Perform other related activities and participate in ad-hoc projects as necessary or assigned.

Requirements:

  • Knowledge of the insurance industry.
  • Customer support experience.
  • System expertise in Apexa, WealthServ, SharePoint, and Microsoft suite.
  • Bilingualism (Mandarin and/or Cantonese) would be an asset.
  • Ability to work independently, prioritize, and balance multiple tasks, projects, or emails.
  • Strong attention to detail and excellent customer service skills.
  • Ability to accurately analyze and review data.
  • Excellent organization, problem-solving, and mathematical comprehension skills.

Total Rewards Package:

  • Company pension.
  • Dental care.
  • Disability insurance.
  • Employee assistance program.
  • Extended health care.
  • Life insurance.
  • Paid time off.

About Us:

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.



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