Client Account Clerk

We are seeking a Client Account Clerk to join our Coughlin team in Ottawa.

The Client Account Clerk provides administrative services to the Single
- and Multi
- Employer Plans and does so in such a way as to enable the smooth operation and administration of the plans. This includes answering telephone inquiries and corresponding with the employers and members of various plans on such matters as coverage, enrolments, terminations, beneficiaries, etc.

The Client Account Clerk is also responsible for the preparation of premium reports, data entry, reconciliations, customer service, filing, and verification of billings and remittances.

***The Client Account Clerk will**:

- Adding, changing, and deleting coverage in database systems.
- Preparing/verifying/printing reports, correspondence, and cards as required.
- Balancing monthly premium and remittance reports, and reconciling monthly trust fund bank accounts.
- Remitting payments to insurance companies.
- Preparing bills/invoices for monies owed.
- Posting monthly journal entries.
- Calculating premium rates for various benefits and processing rate changes.
- Coordinating monthly premium billing so that all invoices will be received by clients.- Preparing deposits, reports and remitting all monies owing to the Treasurer of Ontario for retail sales tax and Quebec Sales Tax (where applicable), and to Canada Revenue Agency.
- Remitting premium tax owing to the Finance Department each month.
- Preparing all necessary banking documents.
- Preparing tax remittance cheques and cheque requisitions for clients who have no trust funds.
- Clarifying information in insurance contracts and booklets.
- Consulting procedural summaries or operating manuals to determine the best course of action.

***:
**To be successful as a**Client Account Clerk**with Coughlin & Associates, you will need**:

- 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.
- Experience in the benefits and/or insurance industry.
- Experience using accounting software.

**What’s** in it for you**:

- Learn by working alongside our experts
- 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
- Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

About Coughlin & Associates Ltd.:
Across the country, thousands of Canadians rely on Coughlin & Associates Ltd. to design and administer their group medical, dental, disability, life insurance and pension benefits. Coughlin is a full-service benefits consultant and third party administrator. Our services include:

- Group benefits consulting and plan marketing
- Plan administration and correspondence
- Claims adjudication and payment

Established in 1958, Coughlin & Associates Ltd. provides services to some of Canada’s most respected companies, unions and public service organizations

The base salary range for this position is $43 700 per annum. Details of the total compensation package will be shared during the interview process.