Customer Service and Billing Agent

2 days ago

Mississauga, Canada L’Unique Full time

Official Internal Job Title

Customer Service and Billing Agent

Status:
Regular

Job Description:
The Customer Service and Billing Agent is responsible for the timely and accurate handling of various accounting transactions and processes, including the posting of full payments, processing premium refunds, sorting/distribution of mail/faxes, scheduling collection payments, handling of policy decs print and referrals. As well as providing Admin support to the Billing Services team to ensure day to day operational needs and requirements are met on a daily basis.

Summary of Role and Responsibilities:

- Handle Policy DEC Print and Referrals
- Return Policy DECs to the appropriate underwriters
- Process full, postdated and reinstatement payments received via cash, cheques, internet banking and credit card to client accounts using Guidewire system (also La Capitale credit app and pin pad for credit card)
- Amend banking information, withdrawal date, number of payments and print payment schedules on PAC policies.
- Validate uncashed premium and claims cheques via online banking site in order to process stop payment. Reverse payment in Guidewire system and reissue replacement cheques accordingly
- Accumulate all direct, agency and miscellaneous payments, reconcile to relevant reports and put together for digital bank deposit
- Reconcile daily premiums and claims by number of cheques printed to reports
- Process transfer of premium credit from one policy to another upon request
- Respond to all inquiries in a timely manner
- Issue refund cheques upon broker/Insured request
- Pull, save daily report and validate refund amount based on underwriting change processed and payment received for daily refund audit
- Sort, track and distribute incoming daily mail
- Prepare and forward client and interested party returned notices to brokers for follow-up. Note the policy in Guidewire/OPUS system accordingly
- Prepare registered letters for mailing for Personal, Commercial and Billing Departments
- Scan and file returned registered letters for Billing, Personal and Commercial department in IRIS and file physical copy for storage

Necessary Knowledge, Skills and Attributes:

- Strong verbal and written communication skills.
- Proven track record of providing a superior level of customer service.
- Intermediate skill level with Microsoft Office
- Ability to work well under pressure with minimum supervision
- Ability to handle a large volume of transactions
- Ability to multi-task and work to deadlines
- Strong interpersonal skills and a team player.
- Accuracy and strong attention to detail is required

Education and Experience:

- University degree or College diploma in accounting
- CIP designation preferred; minimum GIE certificate mandatory (or willing to enroll and complete within 12 months)
- Minimum two years of experience in an accounting role
- Minimum two years in a customer service role, preferably in the P&C insurance industry.

LI-ENG

LI-Hybrid
- L'Unique and Unica are equal opportunity employers, so we encourage all Women, persons with disabilities, Indigenous people as well as visible and ethnic minorities to apply._

Follow us on

LinkedIn

  • Online Customer Service Agent

    6 days ago

    Mississauga, Canada Orka Full time

    Orka a growing company that offers great benefits, incredible employee discounts, career growth opportunities both locally and across Canada and continuous learning and mentoring alongside accomplished business leaders. **Orka** is an online supplier for customers that are looking to purchase authentic, high quality electrical products and technologies from...

  • Customer Service Agent

    6 days ago

    Mississauga, Canada Illumi Productions Inc. Full time

    **Customer Service agent** Cavalia presents its new show in Mississauga: Illumi, the dazzling world of lights, the biggest multimedia sound and light event in the world. Illumi - the dazzling world of lights is a magical, dazzling and extraordinary nocturnal adventure created by thousands of monumental light structures. **Come shine with us**: - A unique...

  • Customer Service Agent

    6 days ago

    Mississauga, Canada Cavalia Inc Full time

    **Customer Service agent** Cavalia presents its new show in Mississauga: Illumi, the dazzling world of lights, the biggest multimedia sound and light event in the world. Illumi - the dazzling world of lights is a magical, dazzling and extraordinary nocturnal adventure created by thousands of monumental light structures. **Come shine with us**: - A unique...

  • Customs Agent

    12 hours ago

    Mississauga, Canada Bollore Logistics Full time

    Fulltime - Permanent Bolloré Logistics is looking to add a full-time **Customs Agent **to its team in Toronto, ON! We are looking for a dynamic individual to kick start their career in logistics. **Responsibilities**: **Responsibilities**: - Preparation, customs clearance, and classification of air, ocean, and ground shipments. - Ensure costs related to...

  • Commercial Insurance Advisor

    12 hours ago

    Mississauga, Canada Iqra Arsalan - Desjardins Insurance Agent Full time

    **Commercial Insurance Account Representative - Desjardins Agent Team Member**: Location: Mississauga Type: Full Time **Position Overview**: A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of **Commercial Insurance Account Representative** - Desjardins Agent Team Member. We seek an energetic...

  • Customer Service Agent

    13 hours ago

    Mississauga, Canada Superior Plumbing & Heating Full time

    **Job description** **Overview**: The Superior Plumbing is rapidly growing in the province, with a wide range of exciting career opportunities. We believe in the core values of trust, fairness, diversity, excellence, creativity, collaboration, efficiency, and responsiveness. We are committed to being an employer of first choice, creating a positive and...

  • Billing Administrator

    11 hours ago

    Mississauga, Canada Wilcox Door Service Inc. Full time

    **ABOUT WILCOX DOOR SERVICE** Wilcox Door Service Inc., a certified Aboriginal-owned business, is the industry leader in supplying, installing and servicing overhead doors, docks and gate solutions for commercial and industrial facilities since 1912. Our innovative and “green” solutions help customers cut operating & energy costs, minimize downtime, and...

  • Customer Service Agent

    6 days ago

    Mississauga, Canada Dubwear Inc. Full time

    Education: Secondary (high) school graduation certificate - Experience: Experience an asset - or equivalent experience **Work setting**: - Retail/wholesale establishment/distribution centre **Tasks**: - Access and process information - Address customers' complaints or concerns - Arrange for billing for services - Maintain records and statistics - Perform...

  • Insurance Advisor

    2 weeks ago

    Mississauga, Canada Iqra Arsalan - Desjardins Insurance Agent Full time

    **Desjardins Agent Team Member** **Location: Mississauga** **Type: Full Time-Insurance** Advisor**: **Life Insurance Representative (LLQP)**: **Property & Casualty (OTL)**: Job Description: Are you outgoing and customer-focused? Are you excited to help customers reach their insurance needs? If you answered yes to these questions, working for an Insurance...

  • Licensed Insurance Advisor Home

    1 week ago

    Mississauga, Canada Iqra Arsalan - Desjardins Insurance Agent Full time

    Insurance Advisor RepresentativeLocation: Mississauga Type: Full Time-Insurance Advisor Life Insurance Representative (LLQP) Property & Casualty (OTL) Job Description:  We are looking for a motivated, honest, and service-oriented Insurance Advisor to join our team. This is not just a sales job — it’s a long-term career opportunity to build trust with...