06 Aug
|
Echelon Insurance
|
Winnipeg
06 Aug
Echelon Insurance
Winnipeg
About UsEchelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies and is an equal opportunity employer who offers a professional environment that champions collaboration, trust, and growth to drive success. We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers, and Customers.Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies and is an equal chance employer who offers a professional environment that champions collaboration, trust, and growth to drive success. We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers, and Customers.Who We AreAre you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!Work-life harmony with access to an award-winning holistic wellness program,Continuous learning through our robust corporate curriculum and education reimbursement program,Incredible rewards, travel incentives, and product and service discounts,Pay-for-performance and best-in-class recognition programs, andCompetitive benefits that include a defined contribution plan, personal spending account,
and so much more.Join our growing team where everyone belongs!Position DetailsThis is a 12-month contract position.What You Will DoSort and process payments (Cheques, ETFs and Clear pay) into various policy administration systems and programs with a high degree of accuracyPrepare bank deposits and monthly transfers while ensuring application in its respective system and maintaining accurate transaction recordsMaintain broker account records, ensure accuracy of monthly broker statements and collect amount due as per monthly statements in accordance with Echelon collection termsRequest and manage refund requests in compliance with internal and approval processesExamine and mail out broker bill and commission statements while managing brokers` enquiries for prompt and timely resolutionsReconcile receivables by broker and follow up on any differencesPreparation of broker aging reports and provide insights to support collections and financial analysisReconcile broker’s statements to Echelons monthly statements and advise brokers and underwriters of premium and commission rate discrepanciesWork closely with Finance team to assist in monthly closing processes by providing accurate data, reconciliations and timely updatesCollaborate work closely with brokers,
agents and underwriters to effectively solve issues that may arise in a timely and professional mannerManage relationships with brokers within respective portfolio by providing excellent customer serviceSupport associates in the Quebec office to effectively manage the billed receivables to ensure accurate processing and also direct bill teamHandle and sort incoming emails and broker phone calls with professionalism and timely follow-throughSalary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.Who You AreCompleted post secondary education in a related field preferred1-3 years of experience in Accounts Receivables preferably in the insurance industryFluency in oral and written French is requiredStrong knowledge in MS Office skills - particularly ExcelStrong problem solving and math skills; demonstrated logic and accuracyExcellent time management and multi-tasking skillsWe may use AI tools to help us through the recruitment process.Our CommitmentWe are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.#J-18808-Ljbffr
📌 Bilingual Broker Bill Coordinator (On) (Contract)
🏢 Echelon Insurance
📍 Winnipeg