Job Description

Tru

Stone

Receptionist/Inforce Customer Service Administrator

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Location: In person - Mississauga, ON

TruStone is looking to hire a Receptionist/Inforce Customer Service Administrator to join our team!

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. Answer phones, greet visitors, order & maintain supplies Sorting of emails and faxes Managing boardroom bookings Inforce Customer Service support as required by the Manager Maintenance of office environment (cleanliness, facilities maintenance, fundraising, luncheons, meetings, staff support, etc.) Perform other related activities and participate in ad hoc projects, as necessary or assigned.

What we're looking for you to have

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College Diploma, University degree or equivalent experience Minimum (2) years customer service experience Knowledge of insurance industry (2+ years would be an asset) System knowledge or expertise with SharePoint, Microsoft suite, (Wealthserv would be an asset) Strong problem-solving skills with the ability to research, analyze, evaluate, integrate ideas Ability to work independently, prioritize and balance multiple tasks or projects 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

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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

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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.


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 .