Processing Coordinator

3 months ago

Calgary, Canada Western Financial Group Full time

**We are one of Canada’s Top Employers, Join Us**

Would you enjoy a position where there is no commute, you can wear comfy clothes, control your own thermostat and work with an amazing team that you can rely on?

Do you pride yourself on your attention to detail and problem-solving ability?

**Processing Coordinator - Financial Services**

Reporting to the Team Lead, our at-home Insurance Processors key responsibility is to provide administrative support to our Financial Services team by processing sales team revenue and ensuring accuracy.

**Here is what a typical day looks like**
- Process and manage revenue though invoicing, pulling commission statements from carrier portals and attaching physical statements
- Attaching carrier notices, yearly financial statements & confirmations form carrier portals and creating activities for Financial Services Account Executives
- Liaise with the accounting department, MGA, and carriers
- Adhering to service level agreements and mid-month/end of month deadlines
- Follow up on activities as assigned

**The value you bring**
- 2+ years of administrative experience required
- Prior experience in the Insurance Industry is an asset
- Working experience with EPIC is an asset
- Proficient computer skills, specifically in Adobe Acrobat and Microsoft Excel
- Strong attention to detail and problem-solving skills

Hours: Full-time 37.5 Hours / week
- Monday - Friday schedule with core hours selected between 6am-6pm MST
- Saturday-Sunday schedule (dependent on the needs of the business)

Location: Remote
- Company computer, monitors, keyboard, and mouse are all provided
- Hard Wired - High Speed Internet in a dedicated workspace is essential

Requisition #: 79861

Employment Type: 1 year temporary position

**Western Financial Group - Top 100 Canadian Employer**

Our people make us who we are and we’re thankful to have been recognized as a Top Employer across Canada We are looking for great people who share our values and want to share their unique skills with us. Western is on a mission to exceed customer expectations, and that starts with our people. Would you like to be part of our story?

As one of Canada's top insurance broker, Western creates security and has provided customized insurance solutions to over 1 million Canadians. For over a century, we've secured our neighbours' future by staying true to our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty.

**Health & Wellness**

At Western we take pride in providing programs that add value to our people’s lives - after all, they are our greatest asset Eligible employees receive a competitive compensation package consisting of 3 weeks’ vacation, 14 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.

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