Client Account Specialist
2 months ago
Job Summary
We are seeking a highly skilled Client Account Specialist to join our team at People Corporation. As a Client Account Specialist, you will play a critical role in providing administrative services to our clients, ensuring the smooth operation and administration of their benefits plans.
Key Responsibilities
- Provide exceptional customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
- Process and verify premium reports, data entry, reconciliations, and customer service requests.
- Prepare and verify reports, correspondence, and cards as required.
- Verify the accuracy of premiums, applications, enrolments, cards, and invoices received.
- Balance monthly premium and remittance reports, and reconcile monthly trust fund bank accounts.
- Remit payments to insurance companies and prepare bills/invoices for monies owed.
- Post monthly journal entries and calculate premium rates for various benefits and process rate changes.
- Coordinate monthly premium billing and prepare deposits, reports, and remittances for retail sales tax and Quebec Sales Tax (where applicable), and to Canada Revenue Agency.
- Remit premium tax owing to the Finance Department each month.
- Prepare all necessary banking documents and tax remittance cheques and cheque requisitions for clients who have no trust funds.
- Clarify information in insurance contracts and booklets, and consult procedural summaries or operating manuals to determine the best course of action.
Requirements
- Sound knowledge of Microsoft Office and standard office administration procedures.
- Excellent grammatical, spelling, and communication skills in both official languages.
- Superior data entry skills and strong mathematical and reconciliation skills.
- The demonstrated ability to learn and master new software and technology.
- The ability to maintain good public relations, both within and outside the organization.
- Strong organizational skills, the ability to prioritize and multi-task, and the ability to manage time effectively.
- The ability to adhere to existing company policies and procedures.
- The ability to use tact and discretion to maintain information in the strictest of confidence.
Preferred Qualifications
- Experience in the benefits and/or insurance industry.
- Experience using accounting software.
What We Offer
- Competitive compensation and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- A comprehensive benefits package, including extended health care and dental benefits.
- A retirement savings plan with company contributions.
- A suite of Health & Wellness offerings.
- Mental Health programs and support for you and your family.
- Assistance for the completion of industry designations.
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