Insurance Industry Support Specialist
1 week ago
Role Overview
We are seeking a highly skilled Insurance Industry Support Specialist to join our team at TruStone Financial Inc.
About the Role
The successful candidate will provide exceptional support to clients with their insurance needs, utilizing their expertise in the Apexa onboarding and contracting process.
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 or assigned
Required Skills and Qualifications
- Knowledge of the insurance industry
- Customer support experience
- System expertise in Apexa, WealthServ, SharePoint, and Microsoft suite
- Bilingualism in Mandarin and/or Cantonese would be an asset
- Ability to work independently, prioritize, and balance multiple tasks, projects, or emails
- Strong attention to detail and excellent customer service skills
- Ability to accurately analyze and review data
- Excellent organization, problem-solving, and mathematical comprehension skills
What We Offer
- A competitive salary range of $60,000 - $80,000 per year, depending on experience
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
Why Choose Us
TruStone Financial Inc. is committed to creating a diverse, equitable, and inclusive workplace, welcoming candidates from all backgrounds and experiences.
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