Invoicing Specialist

3 months ago


Toronto, Canada Marsh Full time

**Invoicing Specialist**

**What can you expect?**
- Provide support to Client Facing Brokers in various aspects of administration and technical support through the accurate, efficient, and timely production of all binders and invoices and related documentation, including sending closing documentation to appropriate parties.
- Role will additionally demonstrate increased technical proficiency, and provide peer level mentoring to other Operations Specialists
- In addition to Operations Specialist tasks, may include mentoring new hires and supporting process improvement projects.

**What is in it for you?**
- A company with a strong Brand and strong results to match.
- Marsh Canada offers competitive employee benefits and a thriving culture to bring your authentic self to work.
- Culture of internal mobility, collaboration, and valued partnership with HR from the business.
- Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.
- Competitive pay (salary and bonus potential), Full benefits package - starting day one (medical, dental, vision, STI/LTI, life insurance, RSP (Retirement Savings Plan or TSFA (tax-free savings account.) (regional specificity required)
- Parental Leave and Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan (regional specificity required)
- Entitled to vacation, floating holidays, time off to give back to your community, ten sick days, and company holidays (with early dismissal)

**We will rely on you to**:
**Administration and Documentation**
- **Ensure timely and accurate production/processing of**:

- invoices and related policy documentation
- fee transactions
- finance requests
- pre-renewal / new business processes
- premium and adjustment calculations
- up-to-date computer system records
- current and outstanding documentation follow ups.
- ** Production/processing of complex and confidential documentation when required including**:

- invoices and related policy documentation
- information and documentation for Pre-Renewal and Broking meetings
- up-to-date computer system records
- current and outstanding documentation follow ups.

**Technical Support**
- Identify opportunities for improvement within operational processes and work with colleagues and Operations Leadership to deliver improvements.
- Provide Subject Matter Expertise (SME) support and participate in group, IT, and business lead initiatives.

**Workflow Administration**
- Contribute to the achievement of Operations team Service Level Agreements (SLA), Key Performance Indicators (KPI) and business objectives.
- Manage and prioritize own workload to meet individual SLA, KPI and Quality targets.
- Processing of complex transactions and resolution of escalated matters within SLA

**Customer Awareness**
- Maintain a basic understanding of the core aspects of relevant Insurance and related legislation.
- Build and maintain strong working relationships with internal and external stakeholders.
- General servicing skills and etiquette
- Maintain an awareness of the customer’s business and insurance needs, noting all briefing information provided by Broking team.

**Compliance**:

- Adhere strictly to the Company's Quality practices and other systems and procedures.
- Comply fully with the Company's Errors and Omissions avoidance policy.
- Comply with company policy for continuous professional development.

**What you need to have**:

- High School Diploma or equivalent work experience
- Bilingual (Clear and concise oral and written communication skills in both English and French)
- 2+ years previous work experience in a related field
- Ability to interface with colleagues at all levels within the organization
- Clear and concise oral and written communication skills
- Strong numerical skills

**What makes you stand out?**
- 2+ years of experience in insurance or financial services
- Bachelor’s degree
- Excellent organization skills - able to prioritize work and meet deadlines.
- Strong Analytical Skills
- Excellent interpersonal skills - able to work within a team.
- Comfortable and experience working with technology (solutions)
- Proficient in Microsoft Office tools (or equivalent) - Outlook, Word, and Excel
- Strong problem-solving capabilities.
- Strong work ethic and a positive attitude
- Ability to handle complex and difficult negotiations and influence stakeholders.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable


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