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Client Account Clerk

4 months ago

Winnipeg, Canada People Corporation Full time

We are seeking a Client Account Clerk to join our Coughlin team in Winnipeg, MB.

The Client Account Clerk provides a variety of office support services within the company and assistance in the administration of Single and Multi Employer Plans. The role includes coordination and direction of the daily workflow to the clerical team to process member enrolments and changes, distribute payables including EFT notifications and cheques, to process daily claims transfers, and to provide reception relief for walk-in inquiries and phone inquiries.

The Client Account Clerk will:
  • Process member benefit plan enrolment forms for all groups.
  • Add, change, and delete coverage in the database system.
  • Prepare and mail out communication letters to members.
  • Track and distribute cheques, notifications, and invoices for EFT payments.
  • Provide administration for daily claims transfers which includes Cash Flow updates and data transfer.
  • Update member’s beneficiary spreadsheet.
  • Execute cheque deposits and mail out cheques.
  • Provide reception relief including answering, coordinating, and directing inquiries to the appropriate department or individual.
  • Electronic data and document maintenance to include scanning, faxing, filing, destroying, photocopying, data entry, and any processes required to prepare documents for these actions.
  • Respond to emails regarding member’s inquiries and concerns.
  • Liaise with and provide information to employees and other stakeholders.
To be successful as a Client Account Clerk with Coughlin & Associates, you will need:
  • Previous related work experience in an office environment.
  • Sound knowledge of Microsoft Office and standard office administration procedures.
  • Excellent grammatical, spelling, communication, and interpersonal skills.
  • Superior data entry skills and meticulous attention to detail.
  • Strong organizational skills, the ability to prioritize and multi-task, and the ability to manage time effectively.
  • The demonstrated ability to learn and master new software and technology.
  • The ability to adhere to existing company policies and procedures.
  • The ability to use tact and discretion to maintain information in the strictest of confidence.
All-star candidates will have:
  • Bilingualism in both official languages.
  • Completion of post-secondary courses in a related field.
What's in it for you:
  • Learn by working alongside our experts
  • Extended health care and dental benefits
  • A retirement savings plan with company contributions
  • A suite of Health & Wellness offerings
  • Mental Health programs and support for you and your family
  • Assistance for the completion of industry designations
  • Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

About Coughlin & Associates Ltd.:

Across the country, thousands of Canadians rely on Coughlin & Associates Ltd. to design and administer their group medical, dental, disability, life insurance and pension benefits. Coughlin is a full-service benefits consultant and third party administrator. Our services include:

  • Group benefits consulting and plan marketing
  • Plan administration and correspondence
  • Claims adjudication and payment

Established in 1958, Coughlin & Associates Ltd. provides services to some of Canada’s most respected companies, unions and public service organizations

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com

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