Commercial Accounts Specialist

3 weeks ago


Edmonton, Alberta, Canada Portage Mutual Insurance Full time

About Portage Mutual Insurance

We are a national property and casualty mutual insurance company, owned by our policyholders since 1884.

Our Commitment to You

We offer a competitive compensation package of $60,000 - $80,000 per year, plus an incentive plan.

In addition, we provide in-office work arrangements, learn, grow, and development opportunities, as well as a comprehensive benefits package that includes health, dental, critical illness, and group life insurance coverage, a defined contribution company pension plan, and paid personal days.

Key Responsibilities
  • Accounts Receivable:
    • Responsible for the sorting and distribution of mail to team members upon receipt from Canada Post.
    • Process accurate and timely entry of all payments into the billing system, including cash, cheques, credit card, telebanking, and Clear Pay.
    • Respond to and resolve client and broker issues related to policy billing and broker accounts.
    • Process daily transactions into the billing system pertaining to broker accounts, including broker printouts.
    • Data entry, including preparation of coding slips for rejected transactions to correct billing on Broker statements and billing system.
    • Post all payments to the general ledger, recording deposits from various sources.
Requirements
  • Demonstrated knowledge of MS Office Suite (Word, Excel, Outlook, Teams).
  • A strong team player with excellent communication skills and basic accounting principles understanding.
  • Financial services or accounting experience is an asset.


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