Senior Operations Accounting Associate
Top Benefits
About the role
You’re legendary. We’re hiring. Let’s talk! Apply today for an opportunity to join one of North America’s top insurance premium financing companies. Since 1977, our company has grown to more than 650 Associates and 30 locations across the United States, Puerto Rico, and Canada.
Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.”
How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry.
For Our Associates
- Getting started: We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
- Staying healthy: Our Employee Assistance Program (for when you need confidential support) helps you keep an eye on short and long-term goals and any bumps that pop up along the way. We are also proud to offer subsidies to support your health and fitness goals by providing gym membership subsidies.
- Registered Retirement Savings Plan: (RRSP) with matching employer contributions.
- Company culture: Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.
- Peace of mind: Our insurance benefits include medical, prescription, dental, vision, group term life, AD&D, private duty nursing, paramedical services, and much more!
Job Summary The Sr. Accounting Associate works closely with other members of our Operations team on all finance operations tasks and services.
Key Responsibilities
- Process Daily Payment Files (Credits & Debits):
- Manage and process recurring insured payments
- Disburse broker payments in a timely manner
- Process electronic payments (E-Payments)
- Handle and process customer refunds
- Issue and manage cheques as needed
- Perform Account Reconciliation
- Conduct account closing adjustments
- Ensure accuracy and resolve discrepancies
- Handle Credit Card Chargebacks:
- Investigate and resolve chargeback claims
- Deposit Cheques & Post Payments:
- Deposit received cheques promptly
- Accurately post payments to the appropriate accounts
- Prepare and Maintain Reporting:
- Monitor and report on continuous payments
- Track and report on policy reinstatements
- Identify and correct payment schedule issues
- Record and report policy cancellations
Required Skills
- Ability to adhere to strict deadlines while handling tasks simultaneously
- Excellent judgment and strong problem-solving skills
- Great attention to detail
- Strong communication, time management and organizational skills
- Ability to quickly learn new systems and procedures
- Proficient in MS Excel
- Knowledge of basic accounting
Education Qualifications High School
Some College
About Imperial PFS Canada
Imperial PFS Canada (formerly SNAP Premium Finance) is your fast, fair & friendly payment solutions partner offering nationwide programs for commercial and personal line policies. We support this statement by providing quick approvals, reasonable and responsible interest rates, and a remarkable customer experience. These three values create wins for you and your customers. And when your customers win, we all win.
As experts in premium finance, Imperial PFS Canada understands the unique challenges facing today’s brokerages. As such, we’ve developed a suite of comprehensive payment solutions programs, an integrated financing platform, supported by world class customer service all designed to make life easier and help you do more business. With Imperial PFS Canada, you’ll experience a level of flexibility and personalized service you simply won’t find with traditional lenders.
Imperial PFS Canada has helped thousands of business owners and individuals break down the cost of their insurance premiums into small monthly payments. Premium financing makes it easier for insureds to make coverage decisions based on need, not budget.
Senior Operations Accounting Associate
Top Benefits
About the role
You’re legendary. We’re hiring. Let’s talk! Apply today for an opportunity to join one of North America’s top insurance premium financing companies. Since 1977, our company has grown to more than 650 Associates and 30 locations across the United States, Puerto Rico, and Canada.
Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.”
How do we do that? By empowering and encouraging our Associates to provide products and legendary Customer service unparalleled in our industry.
For Our Associates
- Getting started: We offer a comprehensive paid training program that will make you feel prepared and excited about your role.
- Staying healthy: Our Employee Assistance Program (for when you need confidential support) helps you keep an eye on short and long-term goals and any bumps that pop up along the way. We are also proud to offer subsidies to support your health and fitness goals by providing gym membership subsidies.
- Registered Retirement Savings Plan: (RRSP) with matching employer contributions.
- Company culture: Our Associates are the foundation of our company and we want you to enjoy working here! With company lunches, corporate outings, and even the occasional ice cream truck, you never know what will pop up to make your day.
- Peace of mind: Our insurance benefits include medical, prescription, dental, vision, group term life, AD&D, private duty nursing, paramedical services, and much more!
Job Summary The Sr. Accounting Associate works closely with other members of our Operations team on all finance operations tasks and services.
Key Responsibilities
- Process Daily Payment Files (Credits & Debits):
- Manage and process recurring insured payments
- Disburse broker payments in a timely manner
- Process electronic payments (E-Payments)
- Handle and process customer refunds
- Issue and manage cheques as needed
- Perform Account Reconciliation
- Conduct account closing adjustments
- Ensure accuracy and resolve discrepancies
- Handle Credit Card Chargebacks:
- Investigate and resolve chargeback claims
- Deposit Cheques & Post Payments:
- Deposit received cheques promptly
- Accurately post payments to the appropriate accounts
- Prepare and Maintain Reporting:
- Monitor and report on continuous payments
- Track and report on policy reinstatements
- Identify and correct payment schedule issues
- Record and report policy cancellations
Required Skills
- Ability to adhere to strict deadlines while handling tasks simultaneously
- Excellent judgment and strong problem-solving skills
- Great attention to detail
- Strong communication, time management and organizational skills
- Ability to quickly learn new systems and procedures
- Proficient in MS Excel
- Knowledge of basic accounting
Education Qualifications High School
Some College
About Imperial PFS Canada
Imperial PFS Canada (formerly SNAP Premium Finance) is your fast, fair & friendly payment solutions partner offering nationwide programs for commercial and personal line policies. We support this statement by providing quick approvals, reasonable and responsible interest rates, and a remarkable customer experience. These three values create wins for you and your customers. And when your customers win, we all win.
As experts in premium finance, Imperial PFS Canada understands the unique challenges facing today’s brokerages. As such, we’ve developed a suite of comprehensive payment solutions programs, an integrated financing platform, supported by world class customer service all designed to make life easier and help you do more business. With Imperial PFS Canada, you’ll experience a level of flexibility and personalized service you simply won’t find with traditional lenders.
Imperial PFS Canada has helped thousands of business owners and individuals break down the cost of their insurance premiums into small monthly payments. Premium financing makes it easier for insureds to make coverage decisions based on need, not budget.