Customer Service Administrator (TruStone Financial)

Empire Life; London; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading company in the financial services industry is seeking a Customer Service Administrator in London, ON. This role involves providing exceptional service to advisors and clients, managing inquiries, and contributing to a positive work environment. The ideal candidate will have a strong background in customer service and knowledge of the insurance sector.

Benefits

Company pension

Dental care

Disability insurance

Employee assistance program

Extended health care

Life insurance

Paid time off

Qualifications

• Minimum 2 years of customer service experience.
• Preferred 2+ years knowledge of the insurance industry.
• Ability to work independently and manage multiple tasks.

Responsibilities

• Build and maintain positive relationships with customers.
• Respond to inquiries via phone, email, and in-person.
• Manage reception/front desk duties and office upkeep.

Skills

Customer service

Communication

Interpersonal skills

Problem solving

Tools

Wealthserv

SharePoint

Microsoft suite

Job description

Customer Service Administrator (TruStone Financial)

Location: In person, London, ON

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.

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

• Build and maintain a positive relationship with our customers and colleagues; interact effectively with each one based on their needs and preferences
• Prioritize workload based on the importance and time sensitivity of each task
• Independently respond to queries and requests for information from our customers by phone, email, and in-person
• 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)
• Responsible for Reception/Front Desk duties and activities
• Managing mail both incoming and outgoing
• Filing, answering the phone, greeting visitors, couriers, guests, etc. and office upkeep
• 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
• Ability to research, analyze, evaluate, integrate ideas and problem solve
• If 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 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] .