Accounts Receivable Coordinator

Job Title**:Accounts Receivable Coordinator**

**_ Join Our Mission to Protect the future of our Policyholders_**

Are you passionate about making a difference while showcasing your accounting expertise? At our company, we believe in protecting your future as if it’s our own. Join our team as an Accounts Receivable Coordinator and become a part of a community that values family, integrity, and excellence. We are dedicated to providing peace of mind by protecting tomorrows today.

**_ Who We Are:_**

HTM Insurance Company was formed in 1898 in the spirit of neighbours helping neighbours, as many farmers were unable to find companies to insure their properties and livestock. Today, our insurance coverage has grown to include a wide range of policies including farm, auto, residential and commercial.

HTM Insurance Company is a Mutual Insurance Company, meaning that we are community based and owned and operated by our Policyholders.

**Mission Statement**:
To Protect your Future as if it’s our own.

**Vision**:
Striving to provide you with peace of mind by protecting your tomorrows today.

**Core Values**:
“We treat our customers like family.” We look out for the best interests of our customers in the same way we do with our families.

“We act with heart.” We care deeply about our customers’ needs and well-being.

“We make a difference in our communities.” We support and contribute to our communities to make a lasting impact.

“We do the right thing - with integrity.” We build trust through respect, loyalty, and consistent follow-through.

“We strive to be remarkable.” By continuously improving, we provide outstanding service to our clients.

**_ Position Overview:_**

The Accounts Receivable Coordinator ensures the timely and accurate completion of accounts receivable transactions and administrative procedures while providing detailed reports to management. This role is a vital part of our commitment to customer care, operational efficiency, and process improvement.

**Position Responsibilities**:
Accounts Receivable (80%)
- Customer Relationship:

- Act as the primary contact for policyholders and brokers/agents regarding billing and payment inquiries.
- Service customers at the front desk and process payments via credit/debit card.
- Use company values as a guide in addressing customers’ issues.
- Invoice Management:

- Prepare, issue, and track invoices.
- Follow up on overdue payments to ensure timely resolution.
- Verify accuracy of monthly pre-authorization payment plan invoices.
- Collections and Return Payments:

- Review and manage outstanding customer balances.
- Prepare PAC submissions to the bank.
- Process cancellations, refunds, and NSF transactions.
- Payment Issues:

- Collaborate with policyholders to create payment plans according to company policies.
- Address and resolve accounts receivable issues professionally.
- Reports and Record Keeping:

- Maintain organized accounting files and materials.
- Record conversation/actions in notes for reference.
- Prepare detailed AR aging reports and provide insights to management.
- Process Improvement:

- Identify opportunities to improve AR processes and recommend solutions.
- Develop and document standard operating procedures for accounts receivable functions.
- Implement automated systems for streamlined operations.

Liaison with Underwriting (10%)
- Attend underwriting meetings and act as a bridge between departments.
- Provide insights to enhance workflows and efficiency.
- Share knowledge of interdepartmental impacts to enhance collaboration.

Other Duties (10%)
- Support colleagues by performing critical and time-sensitive tasks as needed.
- Participate in department and company meetings.
- Engage in training and development to enhance skills.
- Assist in various organizational activities (e.g., event participation, supplies procurement).
- Adhoc tasks and project work.

**_ Education and Experience:_**
- College diploma or University bachelor degree preferably in business administration
- 3 to 5 years of accounts receivable experience

**_ Knowledge, Skills & Attributes:_**
- Knowledge: Accounting practices related to accounts receivable.
- Treasury management: Experience with preparing electronic bank transmission files, cash forecasting.
- Skills: Attention to detail, superior communication, time management, troubleshooting, and multi-tasking.
- Attributes: Analytical mindset, discretion, and teamwork abilities.

**_ Why Join Us?_**
- Be part of a team that values family, care, and community.
- Contribute to an organization driven by integrity and excellence.
- Enjoy opportunities for professional growth and continuous learning.