Receptionist & Customer Service Administrator

Empire; London; On-site; CAD 46,000 - 63,000; Full time

Benefits offered by this job

Company pension

Dental care

Disability insurance

Extended health care

Life insurance

Paid time off

Job summary

TruStone Financial Inc. in London, Ontario is seeking a Receptionist & Customer Service Administrator to join our team. You will manage front desk, greet visitors, answer calls, handle mail, and support policy administration.

Reporting to the Manager, Customer Service, you’ll engage with advisors and colleagues, coordinate boardrooms, and assist with inforce inquiries. This role requires two years of customer service and knowledge of Microsoft Office.

Qualifications

• Completion of a College Diploma, University degree or equivalent experience.
• Minimum 2 years customer service experience.
• Knowledge of insurance industry (2+ years as asset).
• System expertise with Wealthserv, SharePoint, Microsoft suite.
• Strong problem-solving skills.
• Ability to work independently, prioritize and balance multiple tasks or projects.
• English language proficiency for cross-Canada communications.

Responsibilities

• Provides prompt, professional, knowledgeable and accurate customer service to advisors, colleagues and visitors.
• Builds strong working relationships with internal and external partners (carriers, advisors, colleagues).
• Greets visitors and answers the telephone in a friendly, professional manner.
• Processes daily incoming and outgoing mail/courier, etc.
• Sorts emails and faxes.
• Manages boardroom bookings.
• Responds and adjudicates inforce inquiries such as beneficiary changes, surrender requests, address changes, banking changes, ownership, premium inquiries, death claims, etc.
• Maintains office environment (cleanliness, facilities maintenance, luncheons, meetings).
• Performs other related activities and participates in ad hoc projects.

Skills

Customer service

Problem solving

Independent work

Multitasking

Education

College Diploma / University degree or equivalent

Tools

Wealthserv

SharePoint

Microsoft Office

Job description

Receptionist & Customer Service Administrator

403-06 London, ON, CA

Salary Range: $46,019.00 To $62,500.00 Annually

Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

TruStone is looking to hire a Receptionist & Customer Service Administrator to join their London team! We are actively seeking candidates to fill a current, open position.

Reporting to the Manager, Customer Service, the Receptionist & Customer Service Administrator answers and directs telephone calls, oversees the front desk, receives and prepares the courier and greets and directs visitors to the office; in addition to providing inforce policy administrative support . The incumbent is guided by defined procedural instruction and works under the direct supervision of the Manager Operations Customer Service .

Compensation: Base Salary Range: $46,019 - $62,500. The posted range reflects the base salary for this position only.

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

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.

Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.

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

• Provides prompt, professional, knowledgeable and accurate customer service to advisors, colleagues and visitors.
• Builds strong working relationships with both internal and external partners (i.e. carriers, advisors and colleagues).
• Provides a friendly and professional demeanour when greeting visitors and answering the telephone
• Processes daily incoming and outgoing mail/courier, etc
• Sorting of emails and faxes
• Managing boardroom bookings
• Respond and adjudicate inforce inquiries such as beneficiary changes, surrender requests, address changes, banking changes, ownership, premium inquiries, death claims, etc.
• Maintenance of office environment (cleanliness, facilities maintenance, fundraising, luncheons, meetings, etc.)
• Perform other related activities and participate in ad hoc projects, as necessary or assigned.

What we’re looking for you to have

• Completion of a College Diploma, University degree or equivalent experience
• Minimum (2) years customer service experience
• Knowledge of insurance industry (2+ years as asset)
• System expertise, Wealthserv , SharePoint, Microsoft suite
• Strong problem-solving 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 customers, advisors, or employees across Canada.

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. A pplicants 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] .