Insurance Support Coordinator
1 month ago
**About TruStone Financial Inc.**
We are a dynamic and innovative company redefining the insurance industry by providing exceptional service to independent financial advisors.
We offer a stable and rapidly transforming business environment with opportunities for growth and development.
As an equal opportunity employer, we celebrate diversity and promote an inclusive work culture.
**Job Summary:**
We are seeking a highly skilled Contracting Specialist to join our team at TruStone Financial Inc. in Burnaby, BC.
The successful candidate will provide optimal support to advisors with day-to-day contracting needs, build quality relationships, and contribute to the business unit's success.
**Key Responsibilities:**
- Support clients with Apexa onboarding and contracting processes
- Set up license sponsorship, carrier support, and process contracts using Apexa
- Facilitate client changes within WealthServ and/or Apexa
- Perform other related activities and participate in ad-hoc projects as necessary
**Required Skills and Qualifications:**
- Knowledge of the insurance industry
- Customer support experience
- System expertise in Apexa, WealthServ, SharePoint, and Microsoft suite
- Bilingualism (Mandarin and/or Cantonese) is an asset
- Ability to work independently, prioritize tasks, and balance multiple responsibilities
- Strong attention to detail and excellent oral and written communication skills
- Ability to accurately analyze data and make sound decisions
**Benefits Package:**
- Company pension plan
- Dental care benefits
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
**Estimated Salary:** $60,000 - $80,000 per year, depending on qualifications and experience.
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