Customer Service Administrator

Customer Service Administrator (TruStone)Location: In person, London, ONTruStone is looking to hire a Customer Service Administrator to join our Customer Service teamAbout usTruStone Financial Inc. (TSF), is redefining an industry by providing independent financial advisors exceptional service and developing meaningful relationships. We are an MGA (Managing General Agent), an intermediary contracted by insurers to operate on their behalf to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With an emphasis on training, marketing, and technology, TSF is continually innovating to provide the highest level of service possible for our advisors.TSF is proud to cultivate and sustain long lasting relationships with our advisors, employees, and suppliers. Why pursue this opportunityImpactful work - get the opportunity to work on meaningful daily tasks that have a positive impact on the business for our advisors, their clients and our company.Play an integral role - this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution for our advisors and colleagues.Diversity, equity, and inclusion - we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.What you’ll be working onBuild and maintain a positive relationship with our customers and colleagues; interact effectively with each one based on their needs and preferencesPrioritize workload based on the importance and time sensitivity of each taskIndependently respond to queries and requests for information from our customers by phone, email, and in-personContacting insurance carriers for exceptions or special handlingProvide prompt, professional, knowledgeable and accurate customer service to advisors.Respond and adjudicate inforce inquiries such as beneficiary changes, surrender requests, address changes, banking changes, ownership, premium inquiries, death claims, etc.Update and maintain systems (i.e. tasks, documents, diarizing)Responsible for Reception/Front Desk duties and activitiesManaging mail both incoming and outgoingFiling, answering the phone, greeting visitors, couriers, guests, etc. and office upkeepPerform other related activities and participate in ad hoc projects, as necessary or assigned.Adhere to Anti Money Laundering, Fintrac, Privacy, and TruStone Financial Inc. compliance policies and procedures (includes mandatory yearly trainings)Continuous improvement of product knowledge by attending industry courses and webinarsWhat we’re looking for you to haveCustomer service experience (2 years min)Knowledge of insurance industry (preferred 2+ years) System expertise - Wealthserv, SharePoint, Microsoft suite Strong communication, customer service and interpersonal skills Ability to work independently, prioritize and balance multiple tasks or projects Ability to research, analyze, evaluate, integrate ideas and problem solveIf you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with advisors, business partners and colleagues.Beyond the salaryFor regular full-time positions, TruStone offers a comprehensive total rewards package that includes:Company pensionDental careDisability insuranceEmployee assistance programExtended health careLife insurancePaid time offGet to know usTruStone 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. 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. If you need this job posting in an alternative format or have any accessibility questions, please contact recruitment@ .