TruStone Contracting Specialist

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.

• Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.
• The opportunity - collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.
• Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers.

• Providing support to clients with the Apexa onboarding and the contracting process.
• Setting up license sponsorship, carrier support, etc.
• Facilitating and processing client changes, contracts, and transfers within Apexa (eg. override change, bank change, address change, license and E & O updates)
• Support the administration and set up of commissions for existing and incoming advisors, verifying values are correct and setting up Advisor commissions data
• Perform other related activities and participate in ad hoc projects, as necessary or as assigned
• Provides prompt and courteous resolution of enquiries from Advisors and customers through verbal and/or written communication and may be required to make outbound calls to external clients and distribution partners
• Applies critical thinking to screen contracts and related documents to meet established service levels, and ensures compliance, contractual and regulatory standards are met
• Enters and maintains data into multiple administration systems; review and analyze data to ensure accuracy and resolve discrepancies; ensure database is updated and validated with correct information and produce data reports
• Provides support to multiple teams to provide business requirements and test scenarios for projects, product launches and system maintenance releases; validate that changes have made a positive enhancement to the user experience
• Supports and provides technical training to the team and investigates and analyzes complex cases and acts as first level escalation
• Participate in industry changes including new partnerships and mergers and acquisitions
• Responsible for key distribution partner contracts and contracting changes.

What we’re looking for you to have

• Knowledge of insurance industry (2+ years)
• Customer support experience (2 years minimum)
• Completion of post-secondary education or equivalent experience
• Knowledge of word processing, spreadsheet, e-mail and database computer software- with system expertise in Apexa, WealthServ
• Ability to work independently, prioritize and balance multiple tasks, projects or emails.
• Strong attention to detail/accuracy
• Strong oral and written communication skills with good and sound decision making skills
• Well developed analytical and problem solving skills
• Ability to accurately analyze and review data
• Excellent organization, problem solving and mathematical comprehension skills
• Excellent customer service skills, patience and empathy
• 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.
• Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

Beyond the salary

• 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.