Account Coordinator managing claims services for Insurer clients in a hybrid role across Canadian cities. Responsible for financial reporting and maintaining client relationships in a dynamic environment.
Responsibilities
Review and prepare financial reports measuring against client expectations
Manage and maintain accounts funded in trust on clients' behalf
Reconciliation of financial transactions across various client management systems
Oversee internal file protocol reviews
Enhance relationships with Insurer clients
Communicate with clients regarding trust account balances
Work with Finance for cheque issuance workflow
Facilitate data for production of MI reports
Requirements
2-5 years’ experience in senior admin role
Multi-tasking and working with external clients
Knowledge and experience in Insurer and Lloyd’s practices
Proficiency in Excel
Knowledge of third-party vendor systems used by Insurers
Excellent communication skills
Teamwork – must genuinely intend to work cooperatively with others
Initiative – proactive in suggesting solutions to improve processes
Technical Experience – ability to provide direction and review to meet KPI standards
Problem Solving – ability to analyze data and creatively provide solutions
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