Contracting Specialist (TruStone Financial)

Empire Life; London; On-site; CAD 60,000 - 80,000; Full time

Job summary

TruStone is seeking a Contracting Specialist in London, Ontario, to support independent financial advisors with their contracting needs. The role involves processing contracts, onboarding clients using Apexa, and ensuring exceptional service. Ideal candidates will have a strong background in customer support, insurance knowledge, and possess excellent organizational skills. This position offers the chance to grow within a transforming business environment committed to diversity and inclusion.

Benefits

Company pension

Dental care

Disability insurance

Employee assistance program

Extended health care

Life insurance

Paid time off

Qualifications

• 2+ years in customer support and knowledge of the insurance industry required.
• Proficiency in Apexa, WealthServ, and Microsoft tools is necessary.
• Bilingual candidates in Mandarin and/or Cantonese preferred.

Responsibilities

• Provide support to clients with the Apexa onboarding and contracting process.
• Process contracts and facilitate client changes within WealthServ and Apexa.
• Participate in ad hoc projects and related activities as assigned.

Skills

Customer support experience

Knowledge of insurance industry

Strong attention to detail

Strong communication skills

Excellent organization skills

Problem solving skills

Bilingualism (Mandarin or Cantonese)

Tools

Apexa

WealthServ

Microsoft suite

Job description

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Contracting Specialist (TruStone)

Location : In Person - London, ON

TruStone is looking to hire a Contracting Specialist to join our team! Reporting to the Contracting Manager, the Contracting Specialist provides optimal support to advisors with all their day-to-day contracting needs. This role works to build and maintain quality support for our advisors.

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

Join a transforming business - we are a medium-sized Canadian company in a stable industry which is rapidly transforming.

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.

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 on

• Providing support to clients with the Apexa onboarding and the contracting process.
• 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

What we’re looking for you to have

• Knowledge of insurance industry (2+ years)
• Customer support experience (2 years minimum)
• 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

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

TruStone 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 [e-mail] .

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Administrative

Insurance

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Financial Specialist • London, ON, Canada