Able Insurance is a fast-growing full-service insurance brokerage. Our company’s strength is derived from the diversity and vast array of experience brought amongst our employees and brokers. Providing our clients with valued service and products starts with having a passionate and collaborative group at the core of our business.

Job Overview: We are seeking a detail-oriented

Finance / Customer Service Assistant

to join our team. The ideal candidate will have experience in finance or customer service, preferably within the

insurance industry

. This role requires strong organizational and communication skills, with the ability to assist brokers, manage client accounts, and support financial operations. Proficiency in

Hindi and/or Punjabi

is highly desirable to effectively communicate with clients.

Key Responsibilities:

Prepare and process

financing contracts

accurately and in a timely manner.

Manage

client accounts

and provide administrative and operational support to brokers.

Conduct

customer follow-ups for collections

and communicate with financing and insurance companies to resolve account-related issues.

Perform

policy data entry

and maintain accurate records in internal systems.

Reconcile

financing and insurance company accounts

.

Perform

bank reconciliations

and assist with other financial record-keeping tasks.

Support

bookkeeping functions

,



including maintaining documentation and financial records.

Assist with general

customer service inquiries

and provide timely responses to clients.

Qualifications & Skills:

Minimum

1 year of experience

in a finance or customer service role.

Insurance industry experience

preferred.

Familiarity with

Power Broker software

or similar insurance management systems is an asset.

Strong skills in

MS Office

, particularly

Excel and Word

.

Experience with

data analysis, account reconciliation, and collections follow-ups

.

Strong

attention to detail and organizational skills

.

Excellent

communication and interpersonal skills

.

Ability to communicate in

Hindi and/or Punjabi

is an asset.

Our AODA Statement of Commitment Able Insurance Brokers Ltd is an equal chance employer that does not discriminate against any employee or applicant based on race, ancestry, place of origin, colour, ethnic origin, citizenship, religion, gender identity, gender expression, creed, sex, sexual orientation, age, record of offences, marital status, family status or disability. Able Insurance is committed to a fair and inclusive work environment. We will endeavour to accommodate the needs of qualified applicants in all parts of the hiring process.

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📌 Finance Customer Service Assistant (Winnipeg)
🏢 Ableins
📍 Winnipeg