Bilingual Intermediate AR Clerk - Broker Bill (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

Get ready to drive your career forward. Life at Echelon is fast paced, performance-driven and rewarding. We value our Associates' career growth and ongoing professional development – and we regularly recognize their achievements and outstanding results.

We are caring. We are leaders. We are innovators. We are collaborative.

We work hard and play hard. We're about doing what's right and feeling good about it.

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
• 1 to 3 years 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

What’s In It For You

• Competitive total compensation and benefits package  
• Annual shared success program based on performance 
• Annual merit increases based on performance 
• Defined Contribution Pension Plan with a matching contribution component 
• Complimentary CAA Membership 

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.