Accounting Technician

SteegeXP; Calgary; On-site; CAD 74,000; Full time

Job summary

A leading insurance loss adjusting company is seeking an Accounting Technician to manage various accounting tasks essential for operational excellence. You will work closely with clients and support financial administration, ensuring accuracy in bookkeeping and maintaining quality customer service standards. Ideal candidates will have a degree in Accounting or Business Administration, with relevant experience in fee collection and strong organizational skills.

Benefits

Health benefits

Vision & Dental coverage

Short & Long-Term Disability

Life insurance

Accidental Death & Dismemberment coverage

Qualifications

• 1-2 years’ experience in fee collection for a time and materials based insurance service provider.
• Detailed understanding of London Market Insurance placements.
• Experience with Zoho accounting functions.

Responsibilities

• Assist clients with inquiries and maintain strong client relationships.
• Bookkeeping tasks including financial transactions management.
• Prepare and process invoices, ensuring accuracy and compliance.

Skills

Attention to detail

Organizational skills

Customer-focused attitude

Problem-solving skills

Education

Undergraduate degree in Accounting or Business Administration

Tools

Zoho

Microsoft Office Suite

Job description

Position Overview: As an Accounting Technician at our independent insurance loss adjusting company, you will play a pivotal role in ensuring the smooth and efficient accounting functions of our office. You will be responsible for a diverse range of accounting and case management tasks that contribute to the overall success of the company. Your attention to detail, exceptional organizational skills, and ability to work both independently and collaboratively will be crucial in maintaining our high standards of customer service and operational excellence.

Client Relations:

• Assist clients in person, over the phone, and via email, addressing their inquiries and providing timely assistance.
• Collect and process information from clients.
• Maintain strong client relationships by ensuring exceptional service delivery.

Bookkeeping:

• Bookkeeping tasks, including expense tracking and data entry.
• Record and manage financial transactions, maintaining and balancing multiple accounts.
• Enter journal entries, reconcile account discrepancies, maintain general ledgers, financial statements.
• Develop and present financial, statistical, and accounting reports to support informed decision-making.
• Preparation of books for final review by our chartered accountant.

Financial Administration:

• Prepare and process invoices, ensuring accuracy and compliance.
• Chasing of unpaid invoices from a variety of clients, utilising a time-based approach.
• Maintain payroll, and update changes and additions with contractors.
• Process payroll and issue payments for utilities, taxes, and other financial obligations.
• Maintain Accounts Receivable records and work with adjusters to ensure timely collection.
• Maintain Accounts Payable records, preparing payments both electronically and by cheque.

Communication:

• Communicate effectively with team members, clients, insurance agencies, and other relevant parties.

Technology and Software:

• Proficient use of office software (e.g., Microsoft Office Suite) and company-specific applications for case management, financial reporting, and HR.
• Zoho for bookkeeping and reconciliation purposes.
• Insurer specific invoicing platforms: ECF, T360, BottomLine, LegalX.

Qualifications:

• 1-2 years’ experience in fee collection for a time and materials based insurance service provider (loss adjuster, forensic engineer, forensic accounting, or insurance legal services).
• Detailed understanding of London Market Insurance placements and expert fee collection.
• Ability to review, understand and execute fee collection from London (Lloyd’s, LIRMA, ILU), Canadian, overseas captive, insurers and reinsurers.
• London Market Insurance Essentials (LM1) qualification from the Chartered Insurance Institute (CII).
• 1-2 years’ experience utilising the London Market ECF claims system for fee collection.
• 1-2 years’ experience utilising Canadian Insurer fee collection systems: BottomLine / T360.
• Track record of successful fee collection and avoidance of bad debt for invoiced services.
• 1-2 years’ experience with the accounting functions of the Zoho platform.
• Undergraduate degree in an Accounting or a Business Administration related field.
• Strong written and verbal communication skills in English.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Advanced skills in Excel.
• Excellent organizational and multitasking abilities.
• Attention to detail and high accuracy in work.
• Ability to maintain confidentiality and handle sensitive information.
• Customer-focused attitude and interpersonal skills.
• Strong problem-solving and decision-making skills.

Work Environment: You will work in a collaborative office setting, interacting with a growing team of loss adjusters.

Salary Expectation: CAD74,000

Benefits Package: Group Benefits including: Health, Drugs, Vision & Dental, Short & Long-Term Disability, Life and Accidental Death & Dismemberment coverages.

Terms of Employment: full-time Permanent Position

Language of Work: English

Where: in-person, full-time in office