Hybrid Accounting Service Representative

Posted 2 weeks ago

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About the role

  • Post broker payments and statements to our A/R system accurately and maintain an electronic filing system.
  • Perform Daily/Monthly reconciliation of assigned Broker accounts by analyzing, investigating and resolving outstanding transactions.
  • Work closely with our Brokers and Underwriting Teams to resolve discrepancies.
  • Maintain accurate electronic records of all discussion including follow ups.
  • Respond to incoming Agency Bill inquiries.
  • Escalate problematic brokers and unresolved discrepancies in a timely manner.
  • Prepare, attend and participate in Broker meetings/discussions.
  • Use a variation of software systems such as Microsoft Word, Excel, & Outlook to generate spreadsheets, update databases and records.

Requirements

  • Strong customer service attitude to maintain favorable business relationships and negotiate tactfully with brokers and underwriters.
  • Past experience with reconciliations or data entry considered an asset.
  • Detailed oriented, highly organized and prioritize the workload.
  • Excellent analytical and problem-solving skills.
  • Excellent verbal and written communication skills.
  • Strong computer skills including advanced EXCEL skills.
  • A good understanding of fundamental accounting concepts.
  • Resourceful and able to deal with tight deadlines at month end.
  • Bilingual (English and French) is an asset.
  • No Canadian work experience required however must be eligible to work in Canada.

Benefits

  • A financial rewards program that recognizes your success
  • An industry leading Employee Share Purchase Plan; we match 50% of net shares purchased
  • An extensive flex pension and benefits package, with access to virtual healthcare
  • Flexible work arrangements
  • Possibility to purchase up to 5 extra days off per year
  • An annual wellness account that promotes an active and healthy lifestyle
  • Access to tools and resources to support physical and mental health, embracing change and connecting with colleagues
  • A dynamic workplace learning ecosystem complete with learning journeys, interactive online content, and inspiring programs
  • Inclusive employee-led networks to educate, inspire, amplify voices, build relationships and provide development opportunities
  • Inspiring leaders and colleagues who will lift you up and help you grow
  • A Community Impact program, because what you care about is a part of what makes you different.

Job title

Accounting Service Representative

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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