Top Benefits
About the role
Company: CLIC
Department: Client Services
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: Bilingualism in English and French is an asset.
Additional Information: This/these role(s) is/are currently vacant
The Opportunity We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.
Our Client Services team aspires to create a seamless and personalized client experience. Our professional, agile and knowledgeable team works collaboratively to understand and anticipant the needs of our clients, helping our organization to grow. We foster open communication and think innovatively to find mutually beneficial solutions for our clients.
As the Billing Fulfillment Administrator you will be responsible for providing efficient and responsive service to billing inquiries and premium collection from various stakeholders. You will be collecting and administering premium payments, maintaining and reconciling account records and provide billing knowledge to business partners.
How You Will Create Impact
- Providing courteous and professional service to manage all incoming phone calls and email inquiries.
- Applying knowledge to provide superior client service when processing premium payment transactions, Non-sufficient funds (NSF)letters and premium returns, and all other billing-related transactions.
- Proactively corresponding with stakeholders with respect to billing and premium transactions and corresponding with internal departments to obtain information needed to process and respond to inquiries.
- Providing term insurance renewal quotes to policyholders and create various policyholder letters and miscellaneous correspondence as required, to ensure timely processing of transactions for internal and external clients.
- Analyzing various billing reports, recommending solutions and resolving any errors.
How You Will Succeed
- You influence change and are committed to continuous improvement, in order to exceed client expectations.
- You leverage critical thinking skills to identify problems and proactively propose solutions.
- Your strong communication skills allow you to clearly convey messages.
- You’re an effective team player who shares knowledge to support your peers.
To Join Our Team
- You have two years of experience in Individual Life Insurance or related experience in accounting, finance, payroll or banking.
- You have completed a post-secondary certificate in Business Administration or a related field.
- Having the Associate Customer Service (ACS) is an asset.
What You Need To Know
- Detail oriented work that requires a moderate degree of mental concentration for extended periods of time.
- This role operates in a contact centre environment where a high level of audio and visual concentration is required for extended periods of time.
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
What’s in it for you?
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community.
- In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
About Co-operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations.
We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming.
With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.
Top Benefits
About the role
Company: CLIC
Department: Client Services
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: Bilingualism in English and French is an asset.
Additional Information: This/these role(s) is/are currently vacant
The Opportunity We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.
Our Client Services team aspires to create a seamless and personalized client experience. Our professional, agile and knowledgeable team works collaboratively to understand and anticipant the needs of our clients, helping our organization to grow. We foster open communication and think innovatively to find mutually beneficial solutions for our clients.
As the Billing Fulfillment Administrator you will be responsible for providing efficient and responsive service to billing inquiries and premium collection from various stakeholders. You will be collecting and administering premium payments, maintaining and reconciling account records and provide billing knowledge to business partners.
How You Will Create Impact
- Providing courteous and professional service to manage all incoming phone calls and email inquiries.
- Applying knowledge to provide superior client service when processing premium payment transactions, Non-sufficient funds (NSF)letters and premium returns, and all other billing-related transactions.
- Proactively corresponding with stakeholders with respect to billing and premium transactions and corresponding with internal departments to obtain information needed to process and respond to inquiries.
- Providing term insurance renewal quotes to policyholders and create various policyholder letters and miscellaneous correspondence as required, to ensure timely processing of transactions for internal and external clients.
- Analyzing various billing reports, recommending solutions and resolving any errors.
How You Will Succeed
- You influence change and are committed to continuous improvement, in order to exceed client expectations.
- You leverage critical thinking skills to identify problems and proactively propose solutions.
- Your strong communication skills allow you to clearly convey messages.
- You’re an effective team player who shares knowledge to support your peers.
To Join Our Team
- You have two years of experience in Individual Life Insurance or related experience in accounting, finance, payroll or banking.
- You have completed a post-secondary certificate in Business Administration or a related field.
- Having the Associate Customer Service (ACS) is an asset.
What You Need To Know
- Detail oriented work that requires a moderate degree of mental concentration for extended periods of time.
- This role operates in a contact centre environment where a high level of audio and visual concentration is required for extended periods of time.
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
What’s in it for you?
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community.
- In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
About Co-operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations.
We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming.
With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.