Finance & Bis Operations Administrator

5 days ago


Listowel, Canada Trillium Mutual Full time

Who You Are
- Experience in an administrative position, preferably in an insurance setting
- Graduate from recognized diploma program
- Strong accuracy, attention to detail, and documentation proficiency
- Excellent oral/written communication and interpersonal skills
- Ability to navigate computer programs efficiently
- Exceptional time management and organizational skills
- Ability to multi-task and take initiative to manage priorities effectively
- Flexible, positive and collaborative team member with ability to work with mínimal supervision
- Superior customer service skills through energy, enthusiasm and initiative

What You Will Be Doing
- Collect, deposit and reconcile payments of accounts receivable from policyholders
- Follow-up on past due accounts
- Download daily payment reports from bank
- Process return payments and issue required paperwork
- Process policy cancellations for non-payment
- Process bank account changes and credit card updates
- Answer telephone calls from policyholders and distributors on account/billing inquiries
- Complete daily submission of OMIA Stat Tracking ID
- Complete daily PC monitoring of Error Workflows
- Review weekly mis-assigned activities and reassign as appropriate
- Respond to Support inbox as required for handling of Broker User Id’s within Policy Center
- Monitor GW Wrike tickets, respond to a predetermined type of inquiries, and close each task upon completion
- Collaborate with BIS Operations team to complete tasks of a Project
- Independently complete assigned tasks for project responsibilities
- Demonstrate a commitment to learning Guidewire PolicyCenter and Real Connect functionality
- Central Administrative Support Team (CAST) backup



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