Finance Team • Toronto, ON • Job ID: PRL117

Job Description

Purves Redmond Limited (PRL) is a Canadian, employee-owned insurance brokerage firm with over 65 years of experience. With offices in Toronto, Vancouver, Calgary, Saskatoon and Montreal, we specialize in insurance brokerage, risk management advisory, and employee benefits consulting. PRL is committed to delivering high-quality service, integrity, and innovative solutions to businesses across Canada.

Role

The Invoicing Specialist is responsible for managing and maintaining the accuracy, timeliness, and integrity of all client and insurer billing activities. This role ensures that invoices are processed efficiently, reconciled accurately, and comply with company policies and industry regulations. The ideal candidate is detail-oriented, organized, and comfortable working in a fast-paced, deadline-driven environment.

Key Accountabilities

Invoicing & Billing

• Prepare, review, and issue client and insurer invoices in line with brokerage agreements and financial schedules, including complex billings involving multiple carriers, engineering fees, and non-admitted insurers
• Ensure billing data is accurate and reconciled with internal systems and supporting documentation in compliance with company policies, accounting standards, and regulatory requirements
• Investigate and resolve ad-hoc billing issues using Applied EPIC and Microsoft Excel
• Leverage Applied EPIC functionality to improve billing efficiency and accuracy
• Respond to invoice inquiries and maintain appropriate supporting documentation
• Collaborate with Account Executives, Brokers, and Underwriting Teams to verify billing details and resolve discrepancies
• Assist with premium financing arrangements and ensure related documentation
• Support month-end and year-end closing processes, including reporting and reconciliations
• Prepare billing and commission documentation for year-end audit requests
• Process monthly billing of the Group Benefits and Retirement business unit, ensuring accuracy against insurer statements
• Identify and recommend process improvements to enhance billing accuracy and efficiency
• Perform other related duties including reporting as required

Internal Communication & Collaboration

• Communicate professionally with internal stakeholders to resolve billing issues
• Identify documentation errors and communicate required corrections to brokers from an auditing perspective
• Highlight internal billing inefficiencies and propose solutions to Operations and Accounting teams

Requirements

• Minimum 2 years’ experience in the insurance brokerage industry
• College diploma or bachelor’s degree in business or accounting
• Proven experience in invoicing, and/or billing, preferably within the insurance or financial services industry
• Strong attention to detail and numerical accuracy
• Excellent communication and interpersonal skills with the ability to collaborate across teams
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Experience with Applied EPIC or other broker management systems is highly preferred
• Advanced Excel skills (Pivot Tables, VLOOKUP, SUMIF, financial modelling, and data analysis)
• Intermediate proficiency in Microsoft Word and PowerPoint
• Knowledge of commodity tax as it applies to insurance across Canadian provinces
• Excellent time management, organizational, and problem-solving skills
• Self-motivated, collaborative, and able to work independently