Trustone Inforce Customer Service Administrator

1 week ago

Burnaby, Canada THE EMPIRE LIFE INS. CO Full time

**Tru**Stone**Inforce Customer Service Administrator**:
**Location: In person - Burnaby, BC**

TruStone is looking to hire a Customer Service Administrator to join our Customer Service team

**About us**

TruStone 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 opportunity**

**Impactful 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.

**What you’ll be working on**- Build and maintain a positive relationship with our customers and colleagues; interact effectively with each one based on their needs and preferences-
- Support for Reception/Front Desk activities- Prioritize workload based on the importance and time sensitivity of each task- Contacting insurance carriers for exceptions or special handling- Provide 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)- Cross-Training - learning other department functions to support as a backup when needed- Perform 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 webinars

**What we’re looking for you to have**:
- Customer 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 and is able to work under pressure- Ability to research, analyze, evaluate, integrate ideas and problem solve- Second language is an asset (Mandarin and/or Cantonese)**Beyond the salary**:
For regular full-time positions, TruStone offers a comprehensive total rewards package that includes:
- Company pension- Dental care- Disability insurance- Employee assistance program- Extended health care- Life insurance- Paid time off

**Get to know us**:

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