Bilingual Broker Bill Coordinator

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

• 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

Salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply.

Who You Are:

• Post secondary education in a related field preferred
• 1-3 years of experience in Accounts Receivables preferably in the insurance industry
• Fluency in oral and written French is required
• Strong knowledge in MS Office skills - particularly Excel
• Strong problem solving and math skills; demonstrated logic and accuracy
• Excellent time management and multi-tasking skills

Internal applicants are asked to formally express their interest by applying online no later than 10 business days of the position being posted. 

We may use AI tools to help us through the recruitment process.

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG 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.