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TruStone Contracting Specialist

1 month ago

London, Ontario, Canada Empire Life Full time

Job Summary

We are seeking a Contracting Specialist to join our team at TruStone Financial Inc. This role will provide optimal support to advisors with all their day-to-day contracting needs.

About the Role

The Contracting Specialist will work to build and maintain quality support for our advisors. This includes providing support with the Apexa onboarding and contracting process, setting up license sponsorship, and processing contracts and transfers using the Apexa platform.

Key Responsibilities

  • Provide support to clients with the Apexa onboarding and contracting process
  • Set up license sponsorship, carrier support, etc.
  • Process contracts and transfer using Apexa platform
  • Facilitate and process client changes within WealthServ and/or Apexa
  • Perform other related activities and participate in ad hoc projects, as necessary or as assigned

Requirements

  • Knowledge of insurance industry
  • Customer support experience
  • System expertise, Apexa, WealthServ, SharePoint, Microsoft suite
  • Ability to work independently, prioritize and balance multiple tasks, projects or emails
  • Strong 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

What We Offer

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, and paid time off.

Why Work with 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.