Tru Stone Contracting Specialist
Location: In Office – London, Mississauga or Burnaby, BC
Compensation: Base Salary Range: $50,000 – $55,000. The posted range reflects the base salary for this position only.
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.
What you’ll be working on
- Providing support to clients with the Apexa onboarding and the contracting process.
- Facilitating and processing client changes, contracts, and transfers within Apexa (e.g., override change, bank change, address change, license and E & O updates).
- Supporting the administration and set up of commissions for existing and incoming advisors, verifying values are correct and setting up Advisor commissions data.
- Performing other related activities and participating in ad hoc projects, as necessary or as assigned.
- Providing 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.
- Applying critical thinking to screen contracts and related documents to meet established service levels, and ensuring compliance, contractual and regulatory standards are met.
- Entering and maintaining data into multiple administration systems; reviewing and analyzing data to ensure accuracy and resolve discrepancies; ensuring the database is updated and validated with correct information and producing data reports.
- Providing support to multiple teams to deliver business requirements and test scenarios for projects, product launches and system maintenance releases; validating that changes have made a positive enhancement to the user experience.
- Supporting and providing technical training to the team and investigating and analyzing complex cases and acting as first‑level escalation.
- Participating in industry changes including new partnerships and mergers and acquisitions.
- Being 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 and accuracy.
- Strong oral and written communication skills with good 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 (unless otherwise indicated).
Beyond the salary
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
Beyond the salary
Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.
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, colour, 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 recruitment@empire.ca.
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