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Accounts Representative
3 months ago
Portage Mutual Insurance is a trusted national property and casualty mutual insurance company. We have been owned by our policyholders since 1884 and proudly serve their interests by offering competitive home, automobile, commercial and farm insurance products. Portage Mutual has office locations in Edmonton (AB), Portage la Prairie (MB), St. Catharines (ON) and Bedford (NS) with products being 100% distributed by brokers across Canada. We greatly value our relationships with policyholders and brokers.
Working at Portage Mutual allows you to learn, grow and develop while collaborating with experienced and committed colleagues. We support remote, in-office and hybrid work arrangements while continuing to build diverse teams and a culture of inclusivity. We are growing and offer resources to empower both individual and team success. We are proud of the communities we serve and are rooted in making positive impacts within them.
What You’ll Do:
The Accounts Representative works in a Branch Office and is part of a team that is responsible for collecting, verifying and processing payments and reconciling accounts. The individual supports the Head Office Accounts Representative Team by handling the accounts receivable functions specific to the region it’s respective Branch services.
The individual will perform several day to day operations related to Accounts Receivable. Working under the supervision of the Property and Casualty Underwriting Manager, the individual is responsible to ensure the tasks are completed in an accurate / efficient manner and consistent with company values.
Responsibilities:
- Responsible for the accurate preparation and mailing of invoices to the client.
- Responsible for the sorting and distribution of mail to the applicable individuals within the team, once it is received from Canada Post.
- Responsible for processing accurate and timely entry of all payments into the billing system– cash, cheque, credit card, telebanking, Clear Pay (for all billing types).
- Respond to and resolve client’s/broker’s issues and inquiries related to policy billing and Broker accounts.
- Perform accurate and timely processing of bank information changes, payment schedule and withdrawal date changes, payment plan changes, upon request.
- Responsible for processing all daily transactions into the billing system pertaining to broker accounts, including broker printouts.
- Data entry including preparation of coding slips for rejected transactions in order to correct billing on Broker statements and billing system.
- Responsible for posting of all payments to the general ledger, recording all deposits from cash, cheques, credit card payments, telebanking deposits, EFT’s, brokers, claims, fire extinguishers and golf tournaments.
Requirements:
- Candidates must reside in Canada and be authorized to work in Canada.
- Must have a valid Canadian Driver's License.
- Demonstrated knowledge of MS Office Suite (Word, Excel, Outlook, Teams).
- Strong team player, communicates well and has a solid understanding of basic accounting principles
- Must have excellent verbal and written communication skills.
- The ability to maintain a high level of confidentiality.
- Must have the ability to work under pressure with tight deadlines.
- Consistency of applying accuracy, thoroughness and attention to detail approaches.
- Ability to work independently and collaborate effectively in a team environment in required.
- A high school diploma or equivalent is required.
- Financial services or accounting experience is an asset.
This is a 6-month Contract position.
What We Offer:
- Remote, In-Office, Hybrid and Flexible Work Arrangements
- Learn, Grow and Development Opportunities
- Competitive Compensation Package
If you have the qualifications we are seeking and would thrive in a work environment where you are valued and respected, please apply. We thank you for your interest in Portage Mutual Insurance, however, only those selected for an interview will be contacted. (No agencies please).
Portage Mutual Insurance is committed to providing accommodations for people with disabilities during all phases of the recruiting process, including the application process. If you require accommodation because of a disability, we will work with you to meet your needs. If you are selected for an interview and require accommodation, please advise the HR representative who will consult with you to determine an appropriate accommodation.
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