The Client Account Clerk provides a variety of office support services within the company and assists in the administration of Single and Multi Employer Plans. This role coordinates and directs the daily workflow of the clerical team, including processing member enrolments and changes, distributing payables and EFT notifications, processing daily claims transfers, and providing reception coverage for walk-in and telephone inquiries.

The Client Account Clerk will

Process member benefit plan enrolment forms for all groups. Add, change, and delete coverage in database system. Prepare and mail out communication letters to members. Track and distribute cheques, notifications, and invoices for EFT payments. Provide administration for daily claims transfers which includes Cash Flow updates and data transfer. Update member’s beneficiary spreadsheet. Execute cheque deposits and mail out cheques. Provide reception relief including answering, coordinating, and directing inquiries to the appropriate department or individual. Respond to emails regarding member’s inquiries and concerns. Liaise with and provide information to employees and other stakeholders. Maintain accurate records and documentation, including data entry, document processing, filing, and distribution of materials. Support operational effectiveness by prioritizing workloads, ensuring data accuracy, maintaining procedures, and tracking activities in systems. Perform additional duties as assigned. To be successful as a Client Account Clerk with Coughlin & Associates, you will need: Completion of post-secondary education in Office Administration, Business Administration, or a related field. Previous related work experience in an office environment. Sound knowledge of Microsoft Office and standard office administration procedures Excellent grammatical, spelling, communication, and interpersonal skills. Superior data entry skills and meticulous attention to detail. Strong organizational skills, the ability to prioritize and multi-task, and the ability to manage time effectively.

The demonstrated ability to learn and master new software and technology

The ability to adhere to existing company policies and procedures The ability to use tact and discretion to maintain information in the strictest of confidence.

What's in it for you

Learn by working alongside our experts Best in class total compensation A retirement savings plan with company contributions A suite of Health & Wellness offerings Mental Health programs and support for you and your family Support achieving industry designations Competitive compensation Across the country, thousands of Canadians rely on Coughlin & Associates Ltd. to design and administer their group medical, dental, disability, life insurance and pension benefits. Coughlin is a full-service benefits consultant and third party administrator. Our services include: Group benefits consulting and plan marketing Plan administration and correspondence Claims adjudication and payment Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com

The base salary range for this position is $40,000 - $44,000 per annum.

This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.