Accounting Services Representative reconciling Agency Bill Accounts for Intact's Agency Bill Team. Collaborating with Brokers to resolve discrepancies and maintaining accurate records.
Responsibilities
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.
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