Bilingual Broker Bill Coordinator (ON) (Contract)

CAA Club Group•Mississauga, ON

13d

About The Position

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 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. Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion! At CCG, we are committed to delivering an exceptional Associate experience. This is a 12-month contract position.

Requirements

Completed post secondary education in a related field preferred
1-3 years of experience in Accounts Receivables preferably in the insurance industry
Fluency in oral and written French is required
Strong knowledge in MS Office skills - particularly Excel
Strong problem solving and math skills; demonstrated logic and accuracy
Excellent time management and multi-tasking skills

Responsibilities

Sort and process payments (Cheques, ETFs and Clear pay) into various policy administration systems and programs with a high degree of accuracy
Prepare bank deposits and monthly transfers while ensuring application in its respective system and maintaining accurate transaction records
Maintain broker account records, ensure accuracy of monthly broker statements and collect amount due as per monthly statements in accordance with Echelon collection terms
Request and manage refund requests in compliance with internal and approval processes
Examine and mail out broker bill and commission statements while managing brokers` enquiries for prompt and timely resolutions
Reconcile receivables by broker and follow up on any differences
Preparation of broker aging reports and provide insights to support collections and financial analysis
Reconcile broker’s statements to Echelons monthly statements and advise brokers and underwriters of premium and commission rate discrepancies
Work closely with Finance team to assist in monthly closing processes by providing accurate data, reconciliations and timely updates
Collaborate work closely with brokers, agents and underwriters to effectively solve issues that may arise in a timely and professional manner
Manage relationships with brokers within respective portfolio by providing excellent customer service
Support associates in the Quebec office to effectively manage the billed receivables to ensure accurate processing and also direct bill team
Handle and sort incoming emails and broker phone calls with professionalism and timely follow-through