Client Accounting Specialist managing client satisfaction and cash intake at Veradigm. Handling complex accounts, forecasting cash flow, and ensuring superior customer service.
About the role
- 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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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