Collection Specialist

1 week ago


Ottawa, Canada Cowan Insurance Group Full time

You’re a **communicator **- strong communication skills both verbally and in writing.

You’re **self-motivated** - able to work independently and as a team.

You have excellent **attention to detail** to ensure that clients are notified of overdue payments in a timely manner.

If you are nodding yes, this **Collection Specialist** role in our Third-Party Administration department at Cowan Insurance Group may be perfect for you

**What’s the ask?**

The Collections Specialist is responsible for collecting payments on overdue accounts and contacting clients to make collection arrangements. Their duties include reviewing outstanding amounts, notifying clients of overdue payments, and compiling reports relating to collection work.

**Key Responsibilities**:

- Perform daily operations relating to receivables and following up for timely collection of accounts;
- Document policies and procedures for assigned areas of responsibility;
- Analyze customer accounts, identify, address and correct issues attributing to account delinquencies;
- Review reconciled premiums billed and collected on behalf of insurance carriers,
- Professional handling of client inquiries, including providing detailed client reconciliations and statements as required, resolving payment disputes, and processing payments and refunds
- Preparing reports related to collection work

**What does it take?**
- Completed post-secondary education in accounting/business administration
- 1 or more years of experience in an accounts receivable or collections position
- Intermediate knowledge of Excel
- Experience using Sage 300 accounting software is an asset
- Excellent written and verbal communication skills
- Strong attention to detail, organizational, time management and prioritizing skills
- Comfortable dealing with customers and company personnel at various levels
- Bilingualism is required (English & French)

**Who we are**

Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With close to 500 employees operating out of 8 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.

We partner with leading national and international insurance companies to:

- deliver insurance and risk management solutions to businesses, organizations and individuals
- advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.

**What sets us apart?**

**Be in good company**
***Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

**Challenge your thinking**
***You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.

**Grow together**
We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

**Benefits and perks**
- Competitive salary
- Participate in our comprehensive benefits plan on day one — no waiting period
- Company-matched Retirement Savings Plan
- Company-paid training and development courses
- Community involvement

**Are you interested?**

Send your cover letter and resume and share your unique story with us.

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

**#LI-Hybrid



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