Description:
Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
- Work-life harmony with access to an award-winning holistic wellness program,
- Continuous learning through our robust corporate curriculum and education reimbursement program,
- Incredible rewards, travel incentives, and product and service discounts,
- Pay-for-performance and best-in-class recognition programs, and
- Competitive benefits that include a defined contribution plan, personal spending account, and so much more.
Join our growing team where everyone belongs!
Position Details
What You Will Do
- Sort and process payments (Cheques, ETFs and Clear pay) into various policy administration systems and programs with a high degree of accuracy
- Prepare bank deposits and monthly transfers while ensuring application in its respective system and maintaining accurate transaction records
- Maintain broker account records, ensure accuracy of monthly broker statements and collect amount due as per monthly statements in accordance with Echelon collection terms
- Request and manage refund requests in compliance with internal and approval processes
- Examine and mail out broker bill and commission statements while managing brokers` enquiries for prompt and timely resolutions
- Reconcile receivables by broker and follow up on any differences
- Preparation of broker aging reports and provide insights to support collections and financial analysis
- Reconcile broker’s statements to Echelons monthly statements and advise brokers and underwriters of premium and commission rate discrepancies
- Work closely with Finance team to assist in monthly closing processes by providing accurate data, reconciliations and timely updates
- Collaborate work closely with brokers, agents and underwriters to effectively solve issues that may arise in a timely and professional manner
- Manage relationships with brokers within respective portfolio by providing excellent customer service
- Support associates in the Quebec office to effectively manage the billed receivables to ensure accurate processing and also direct bill team
- Handle and sort incoming emails and broker phone calls with professionalism and timely follow-through