Job Description

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our Client Services team aspires to create a seamless and personalized client experience. Our professional, agile and knowledgeable team works collaboratively to understand and anticipant the needs of our clients, helping our organization to grow. We foster open communication and think innovatively to find mutually beneficial solutions for our clients.

As the Billing Fulfillment Administrator you will be responsible for providing efficient and responsive service to billing inquiries and premium collection from various stakeholders. You will be collecting and administering premium payments, maintaining and reconciling account records and provide billing knowledge to business partners.

How you will create impact:

Providing courteous and professional service to manage all incoming phone calls and email inquiries.

Applying knowledge to provide superior client service when processing premium payment transactions, Non-sufficient funds (NSF)letters and premium returns, and all other billing-related transactions.

Proactively corresponding with stakeholders with respect to billing and premium transactions and corresponding with internal departments to obtain information needed to process and respond to inquiries.

Providing term insurance renewal quotes to policyholders and create various policyholder letters and miscellaneous correspondence as required, to ensure timely processing of transactions for internal and external clients.

Analyzing various billing reports, recommending solutions and resolving any errors.

How you will succeed:

You influence change and are committed to continuous improvement, in order to exceed client expectations.

You leverage critical thinking skills to identify problems and proactively propose solutions.

Your strong communication skills allow you to clearly convey messages.

You're an effective team player who shares knowledge to support your peers.

To join our team:

You have two years of experience in Individual Life Insurance or related experience in accounting, finance, payroll or banking.

You have completed a post-secondary certificate in Business Administration or a related field.

Having the Associate Customer Service (ACS) is an asset.

What you need to know:

Detail oriented work that requires a moderate degree of mental concentration for extended periods of time.

This role operates in a contact centre environment where a high level of audio and visual concentration is required for extended periods of time.

You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

What's in it for you?

Training and development opportunities to grow your career with one of Canada's Best Employers.

Flexible work options to support personal and family needs.

A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.

Volunteer opportunities to give back to your community.