Accounting Representative

5 months ago

Bedford, Canada Portage Mutual Insurance Full time

Portage Mutual Insurance, a trusted property and casualty insurer located in Bedford, Nova Scotia is seeking an adaptable and conscientious individual to join the team as an account representative.

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, and its 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.

Major Responsibilities: Includes other duties as required.

Responsible for processing accurate and timely entry of all payments into the billing system

Responsible for the processing of manual credit card payments on the POS machine.

Responsible for preparing the daily bank deposits.

Responsible for verifying all payments, recording and safe storage of post-dated cheques.

Responsible for recording all payments on Excel spreadsheets for daily and monthly balancing purposes.

Respond to and resolve client’s/broker’s issues and inquiries related to processes, 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 to update the billing system with all notes and memos resulting from inquiries to maintain accuracy of the account.

Answer inquiries and enter into the billing system for stop payments, schedule adjustments, late payments.

Key Skills, Attributes, and Experience Required:
Cultural Fit As a company that values mutuality, Portage Mutual has a collaborative, inclusive culture, relevant to its marketplace, policyholders, key stakeholders and employees. The culture is caring, personal and operates with humility.
The Accounts Representative must excel within this culture and demonstrate a collaborative approach to leadership and communication.

Communication - The Accounts Representative must be a strong communicator, able to and Emotional communicate succinctly and effectively and to secure alignment through
Intelligence periods of organizational change and difficult circumstances. The Accounts

Representative must be aware of relationships, struggles and concerns and be prepared to actively and appropriately address them.

Problem Solving - The Accounts Representative must have a demonstrated ability to identify
Analytical Ability problems and their root causes and to address them meaningfully before the problem has a visible negative impact. The Accounts Representative must see and approach problems as opportunities for growth and development for the organization and its employees.

Key Skills, Attributes **Strong team player, communicates well and has a solid understanding and Experience of basic accounting principles**
**Required**
- Must provide excellent attention to detail and accuracy.
- Must demonstrate strong MS Office and MS Teams skills.
- Must have excellent verbal and written communication skills.
- The ability to work independently as well as a team environment.
- The ability to maintain a high level of confidentiality.

Accounts Representative - Accounts
- Must be able to organize and prioritize duties.
- Must have the ability to work under pressure with tight deadlines.
- Must provide excellent customer service skills.

Education **A high school diploma or equivalent is required.**
- Financial services or accounting experience is an asset.

**Benefits**:

- Extended health care
- Paid time off
- Vision care

Schedule:

- Day shift
- Monday to Friday

Ability to commute/relocate:

- Bedford, NS B4A 3Y4: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Accounting: 1 year (preferred)

Work Location: In person

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