Customer Service and Billing Agent

3 months ago

Mississauga, Canada L’Unique Full time

Official Internal Job Title

Customer Service and Billing Agent

Status:
Regular

Job Description:
The Customer Service and Billing Agent is responsible for the timely and accurate handling of various accounting transactions and processes, including the posting of full payments, processing premium refunds, sorting/distribution of mail/faxes, scheduling collection payments, handling of policy decs print and referrals. As well as providing Admin support to the Billing Services team to ensure day to day operational needs and requirements are met on a daily basis.

Summary of Role and Responsibilities:

- Handle Policy DEC Print and Referrals
- Return Policy DECs to the appropriate underwriters
- Process full, postdated and reinstatement payments received via cash, cheques, internet banking and credit card to client accounts using Guidewire system (also La Capitale credit app and pin pad for credit card)
- Amend banking information, withdrawal date, number of payments and print payment schedules on PAC policies.
- Validate uncashed premium and claims cheques via online banking site in order to process stop payment. Reverse payment in Guidewire system and reissue replacement cheques accordingly
- Accumulate all direct, agency and miscellaneous payments, reconcile to relevant reports and put together for digital bank deposit
- Reconcile daily premiums and claims by number of cheques printed to reports
- Process transfer of premium credit from one policy to another upon request
- Respond to all inquiries in a timely manner
- Issue refund cheques upon broker/Insured request
- Pull, save daily report and validate refund amount based on underwriting change processed and payment received for daily refund audit
- Sort, track and distribute incoming daily mail
- Prepare and forward client and interested party returned notices to brokers for follow-up. Note the policy in Guidewire/OPUS system accordingly
- Prepare registered letters for mailing for Personal, Commercial and Billing Departments
- Scan and file returned registered letters for Billing, Personal and Commercial department in IRIS and file physical copy for storage

Necessary Knowledge, Skills and Attributes:

- Strong verbal and written communication skills.
- Proven track record of providing a superior level of customer service.
- Intermediate skill level with Microsoft Office
- Ability to work well under pressure with minimum supervision
- Ability to handle a large volume of transactions
- Ability to multi-task and work to deadlines
- Strong interpersonal skills and a team player.
- Accuracy and strong attention to detail is required

Education and Experience:

- University degree or College diploma in accounting
- CIP designation preferred; minimum GIE certificate mandatory (or willing to enroll and complete within 12 months)
- Minimum two years of experience in an accounting role
- Minimum two years in a customer service role, preferably in the P&C insurance industry.

LI-ENG

LI-Hybrid
- L'Unique and Unica are equal opportunity employers, so we encourage all Women, persons with disabilities, Indigenous people as well as visible and ethnic minorities to apply._

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