Client Account Administrator
2 days ago
The Client Account Administrator 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, admissions, terminations, beneficiaries, etc.
The Client Account Administrator is also responsible for preparation of premium reports, data entry for billings and reports, customer service, and verification of billings and remittances.
**The Client Account Administrator will**:
- Maintain and update the CAPS database. Manage data, track reports, and perform year-end reconciliations within the internal CAPS system.
- Verify premium rates for various benefits and process rate changes.
- Collect, reconcile, & balance employer reports, member payment via cheques, EFT, or credit/debit.
- Learn the online credit card system to collect payments from members and setting up accounts and re-occurring billing.
- Set up, monitor, and maintain Pre Authorized Payment (PAP) agreements.
- Prepare correspondence to members and employers.
- Prepare invoices/credit memos for discrepancies in remittances.
- Work closely with accounting and inform senior staff of arising issues.
- Clarify information in insurance contracts and booklets.
- Ensure secure handling of sensitive data.
- Contribute to any other tasks or projects as assigned.
**To be successful as a Client Account Administrator with Coughlin, you will need**:
- Sound knowledge of Microsoft Office and standard office administration procedures.
- Excellent customer service skills.
- Excellent grammatical, spelling, and communication skills.
- The demonstrated ability to learn and master new software and technology.
- Superior data entry skills and strong mathematical and reconciliation skills.
- 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.
- Bilingualism in both official languages.
**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
Coughlin & Associates Ltd. is a premier independent firm specializing in group benefits and pension consulting and administration. With offices in Ottawa and Winnipeg, we provide comprehensive services to a wide range of clients, including corporations, unions, and public service organizations across Canada.
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