Customer Service Representative

2 weeks ago


Burnaby, Canada TruStone Financial Inc. Full time

TruStone Financial Inc. (TSF), is redefining an industry by providing independent financial advisors exceptional service and developing meaningful relationships.

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 and suppliers, and we are seeking a dynamic individual to add to our team.
- **Job description**_

To provide administrative support and product information to our customers (brokers, insurance carriers and broker’s clients) and colleagues.
- **What Will You Do?**_
- Provide prompt, professional, knowledgeable and accurate customer service to advisors
- Building strong working relationship with internal and external partners (i.e. Life carrier companies and independent brokers)
- Receive and respond to inquiries requesting status, support or general information
- Cross-Training - learning other department functions to support as a backup when needed
- Perform other related duties, as necessary or as assigned.
- Receptionist
- **Who We’re Looking For**_
- Must be proficient with the Microsoft Office suite of products (Outlook, Excel, Word, etc.)
- Ability to think critically, problem solve, and communicate effectively
- Excellent organizational, time management and prioritization skills including the ability to multi-task with competing priorities
- Excellent understanding of business professionalism and the ability to work effectively under pressure within a fast-pasted team environment
- Knowledge of the insurance industry and MGA distribution channel is an asset
- **What You’ll Receive**_
- Competitive compensation, benefits, and pension
- A supportive team that will encourage your professional growth and development

**Job Types**: Full-time, Permanent

**Benefits**:

- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off

Schedule:

- 8 hour shift
- Monday to Friday

Work Location: In person



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