Insurance Support Specialist
3 days ago
About the Role
">We are seeking a skilled Contracting Specialist to join our team at TruStone Financial Inc.
">This is an exciting opportunity for individuals with knowledge of the insurance industry and customer support experience to work in a dynamic environment where they can build and maintain quality support for our advisors.
">As a Contracting Specialist, you will provide optimal support to clients with their day-to-day contracting needs. Your expertise in Apexa, WealthServ, SharePoint, and Microsoft suite will be invaluable in setting up license sponsorship, carrier support, and processing contracts and transfers using the Apexa platform.
">You will also facilitate and process client changes within WealthServ and/or Apexa, ensuring accurate data analysis and review.
">The ideal candidate will have excellent communication skills, strong attention to detail, and the ability to accurately analyze and review data. Bilingualism in Mandarin and/or Cantonese would be an asset.
">In addition to your technical skills, you will possess excellent organizational, problem-solving, and mathematical comprehension skills. A strong commitment to providing exceptional customer service and a patient, empathetic approach are essential in this role.
">We offer a comprehensive total rewards package, including company pension, dental care, disability insurance, employee assistance program, extended health care, life insurance, and paid time off.
">At TruStone, we celebrate diversity, equity, and inclusion, and welcome applications from individuals who share this commitment. We are committed to creating a diverse and inclusive workplace and value candidates who bring unique perspectives and experiences.
">Please note that the salary range for this position is $60,000 - $80,000 per year, depending on qualifications and experience.
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