TruStone Contracting Specialist
4 weeks ago
About the Role
The Contracting Specialist at Empire Life 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.
Key Responsibilities
- Providing support to clients with the Apexa onboarding and the contracting process.
- Setting up license sponsorship, carrier support, etc.
- Process contracts and transfer using Apexa platform.
- Facilitating and processing client changes within WealthServ and/or Apexa (eg. override change, bank change, address change, license and E & O updates)
- Perform other related activities and participate in ad hoc projects, as necessary or as assigned
Requirements
- Knowledge of insurance industry
- Customer support experience
- System expertise, Apexa, WealthServ, SharePoint, Microsoft suite
- Bilingualism (Mandarin and/or Cantonese) would be an asset
- Ability to work independently, prioritize and balance multiple tasks, projects or emails.
- Strong attention to detail
- Strong oral and written communication skills with good and sound decision making skills
- Ability to accurately analyze and review data
- Excellent organization, problem solving and mathematical comprehension skills
- Excellent customer service skills, patience and empathy
What We Offer
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
About Us
Empire Life 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, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.
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