Senior Insurance Support Specialist
4 days ago
TruStone Financial Inc. is a leading provider of insurance solutions, redefining the industry with exceptional service and meaningful relationships.
Estimated Salary: $65,000 - $80,000 per year
Job Description
The Contracting Specialist provides optimal support to advisors with all their day-to-day contracting needs. This role works to build and maintain quality support for our advisors.
About the Role
This position involves providing support to clients with the Apexa onboarding and the contracting process. Key responsibilities include 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 and carrier support
- Process contracts and transfers using the Apexa platform
- Facilitate and process client changes within WealthServ and/or Apexa
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 and prioritize tasks
Benefits
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.
Diversity and Inclusion
TruStone is proud to be an equal opportunity employer, celebrating diversity and committed to creating an inclusive environment.
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