TruStone Contracting Specialist

Location: In Office - London, Mississauga or Burnaby, BC Empire life is looking to hire a Contracting Specialist to join our team! 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. 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. 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, qualified, and courteous service and resolution to our customers. 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

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.

Ability to accurately analyze and review data

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.

For regular full-time positions, TruStone offers a comprehensive total rewards package that includes:

Company pension

Dental care

Disability insurance

Employee assistance program

Life insurance

We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. 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

📌 Contract Formation Specialist (London)
🏢 Empire Life
📍 London