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Contracting Specialist

1 month ago

London, Ontario, Canada Empire Life Full time

Contracting Specialist Opportunity

TruStone Financial Inc. is seeking a Contracting Specialist to join our team. As a Contracting Specialist, you will provide optimal support to advisors with all their day-to-day contracting needs.

About the Role

This role works to build and maintain quality support for our advisors. You will be responsible for providing support to clients with the Apexa onboarding and contracting process, setting up license sponsorship, carrier support, 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, and process contracts and transfers using the Apexa platform
  • Facilitate and process client changes within WealthServ and/or Apexa
  • Perform other related activities and participate in ad hoc projects as necessary

Requirements

  • Knowledge of the insurance industry
  • Customer support experience
  • System expertise in Apexa, WealthServ, SharePoint, and Microsoft suite
  • Ability to work independently, prioritize, and balance multiple tasks, projects, or emails
  • Strong attention to detail and strong oral and written communication skills
  • Ability to accurately analyze and review data and 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.

Get to Know 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. We encourage those of all backgrounds and experiences to apply.