Account Specialist, Commercial

3 weeks ago


Edmonton, Canada Portage Mutual Insurance Full time
p>About Portage Mutual
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. We support in-office work arrangements while continuing to build diverse teams and a culture of inclusivity. 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 its respective Branch services.
The individual will perform several day-to-day operations related to Accounts Receivable. li>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.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.Demonstrated knowledge of MS Office Suite (Word, Excel, Outlook, Teams).Strong team player, communicates well and has a solid understanding of basic accounting principles.Financial services or accounting experience is an asset.What We Offer:
  • In-Office Work Arrangements
  • Learn, Grow and Development Opportunities
  • Competitive Compensation Package of Salary plus an Incentive Plan
  • 24/7 Employee and Family Assistance Program
  • Health, Dental, Critical Illness and Group Life Insurance Coverage
  • Defined Contribution Company Pension Plan
  • Paid Personal Days in addition to Vacation Time

If you have the qualifications we are seeking and would thrive in a work environment where you are valued and respected, please apply. br/>
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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