Insurance Contracting Specialist
2 days ago
About TruStone Financial Inc.
TruStone Financial Inc. is an innovative company that redefines the industry by providing exceptional service to independent financial advisors.
We are a Managing General Agent (MGA), contracted by insurers to facilitate sales and support of life and health insurance and investment products.
Our focus on training, marketing, and technology enables us to provide the highest level of service possible for our advisors.
As a valued member of our team, you will have the opportunity to grow your skills while directly contributing to the business unit.
Diversity, Equity, and Inclusion
We are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.
About the Role
We are seeking a skilled Contracting Specialist to join our team.
The successful candidate will provide optimal support to advisors with all their day-to-day contracting needs.
This role works to build and maintain quality support for our advisors, focusing on providing excellent customer service and ensuring seamless contracting processes.
Key Responsibilities
- Support clients with the Apexa onboarding and contracting process
- Set up license sponsorship, carrier support, and other related activities
- Process contracts and transfers using the Apexa platform
- Manage overrides, bank changes, address updates, and E&O updates
- Perform other related activities as necessary or assigned
System Expertise
Familiarity with systems such as Apexa, WealthServ, SharePoint, and Microsoft suite is essential for success in this role.
Bilingualism
Bilingualism in Mandarin and/or Cantonese would be an asset.
Requirements
- Ability to work independently, prioritize, and balance multiple tasks and projects
- Excellent analytical and problem-solving skills
- Able to accurately analyze and review data
What We Offer
TruStone Financial Inc. offers a comprehensive total rewards package that includes:
- Company pension
- Dental care
- Disability insurance
EEO Statement
We celebrate diversity and are committed to creating an inclusive environment. All applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
Accommodations
TruStone welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process.
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