Bilingual Broker Bill Coordinator (ECH-ON)

About Us

Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies and is an equal opportunity employer who offers a professional environment that champions collaboration, trust, and growth to drive success. We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers, and Customers.

Who we are

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

• Work closely with brokers, agents and underwriters to effectively solve issues that may arise 
• Reconcile receivables by broker and follow up on any differences
• Processing payments (Cheques, ETFs and Clear pay) into various policy administration systems and programs
• Prepare bank deposits and monthly transfers while ensuring application on its respective system
• Maintain broker account records, ensure accuracy of monthly broker statements and collect amount due as per monthly statements 
• Reconcile broker’s statements to Echelons monthly statements, and advise brokers and underwriters of premium and commission rate discrepancies
• Examine and mail out broker bill and commission statements 
• Support associates in the Quebec office to effectively manage the billed receivables to ensure accurate processing and also direct bill team
• Work closely with Finance team to assist in monthly closing processes
   

Who You Are

• Post secondary education in a related field preferred
• Minimum 1 year of experience in Accounting, Finance, Business Administration or a related field is preferred
• Fluency in oral and written French is required
• Strong knowledge in MS Office skills -particularly Excel
• Strong problem solving skills, math skills; demonstrated logic and accuracy
• Excellent time management skills

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act, 2005 (AODA). Echelon Insurance will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs. As an organization we are focused on safety, which includes the safety and well-being of our Associates. Therefore, you must be and remain fully vaccinated as a condition of employment.