Customer Service Administrator (TruStone Financial)

THE EMPIRE LIFE INS. CO•Mississauga, ON

2d•CA$46,019 - CA$62,500•Onsite

About The Position

TruStone is looking to hire a Customer Service Administrator to join their team! We are actively seeking candidates to fill a current, open position. Reporting to the Manager, Customer Service, the Customer Service Administrator provides inforce policy administrative support and product information to our customers (advisors and their clients, and our insurance carriers) and colleagues. 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.

Requirements

Customer service experience (2 years min)
Knowledge of insurance industry (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
Language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Responsibilities

Build and maintain a positive relationship with our customers and colleagues; interact effectively with each one based on their needs and preferences
Independently respond to queries and requests for information from our customers by phone, email, and in-person
Support for Reception/Front Desk activities
Prioritize workload based on the importance and time sensitivity of each task
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)
Cross-Training – learning other department functions to support as a backup when needed
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
Perform other related activities and participate in ad hoc projects, as necessary or assigned.