Customer Service Representative, Billing

2 weeks ago

Vancouver, British Columbia, Canada Family Insurance Solutions Full time

Job Type Regular Full-Time

Remote Type Hybrid

Location Vancouver, Canada

Love What You Do

Family is part of Definity, a Canadian, multi-channel, property, and casualty insurance company whose success is founded on our family of companies' long history of delivering a superior experience for those who count on us.

We're proud to help our customers, broker partners, employees, and communities adapt and thrive in a world of constant change.

Our success in transforming into a digital leader in our industry is driven by a talented and engaged team with a passion for innovation and high performance.

Our ambition is to be one of Canada's leading and most innovative P&C insurers. Come be a part of our journey, and love what you do.


Family offers a flexible, hybrid work experience where employees work from the office and virtually depending on the type of work they are doing and who they are working with.

Leaders partner with their teams to find the right balance of on-site and remote work that best meets the needs of their teams, colleagues, brokers, and customers while ensuring collaboration, teamwork, and accountability for goals.


What can you expect in this role?

Reporting to the Team Lead, Finance, the Customer Service Representative (CSR), Billing will perform a variety of customer service, administrative, and accounting functions within the department.


The incumbent must possess strong customer service skills, be an effective team player, be detail oriented, and maintain integrity in all dealings.

The CSR, Billing needs to easily learn new skills, be adaptive to change, as well as be analytical and decisive while working within the parameters of assigned authority.


Responsibilities:

  • Coordinate payment arrangements with customers that are in delinquent status.
  • Advise customers and brokers about corporate Finance policies and procedures.
  • Generate and distribute payment overdue notices and collection letters.
  • Receive payments and process deposits (cheques, EFT payments, credit card payments)
  • Manage Agency Bill business including payment management, statement keying and reconciliations.
  • Responsible for maintaining accurate and detailed financial records according to company procedure.
  • Assist with Accounts Payable and print claims cheques.
  • Complete assorted journal entries as required.
  • Act as backup to other team members as required.

What you bring to the role?

Experience & Qualifications
Equivalent combinations of experience and education may be considered.

  • University degree or college diploma
  • Minimum 1 year experience in a customer service capacity, ideally with experience in billing duties
  • 1 year of work experience in an accounting function at a small or medium size business is an asset.
  • Must have a minimum of a Broker Level 1 License or be willing to obtain the license within the first 3 months of employment (cost covered by Family).
  • Intermediate proficiency with Microsoft Excel and Word
  • Strong written and verbal communication skills
  • Excellent organizational, time management and analytical skills
  • Ability to solve problems by gathering and reviewing available information.
  • Demonstrates professionalism, and courteousness in all interactions with both internal staff and external business partners and remains calm under pressure.
  • Works well independently and in a team environment and manages effectively in a fastpaced environment.

Go ahead and expect a lot — you deserve it, and we've got it:

  • Hybrid work schedule for most roles
  • Company share ownership program
  • Retirement savings program with companymatched RRSP contributions
  • Generous time away, including vacation, personal leave, and birthday leave
  • Paid volunteer days and company matching on charitable donations
  • Competitive salary and benefits, including educational resources, tuition assistance, and paid time off to study for exams
  • Focus on inclusion with employee groups, access to BIPOC counselors, access to programs for working parents
  • Wellness and recognition programs
  • Discounts on products and services


Family's office is located in the picturesque Coal Harbour area of downtown Vancouver, close to the seawall, Stanley Park, and public transit.

The company offers a supportive and collaborative work culture with great employee perks.

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