Contracting Specialist (TruStone Financial)

THE EMPIRE LIFE INS. CO•London, ON

5d•CA$50,000 - CA$55,000•Onsite

About The Position

Empire life is looking to hire a Contracting Specialist to join our team! We are actively seeking candidates to fill a current, open position. 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. 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.

Requirements

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
Language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Responsibilities

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.