Client Services & Billing Co-ordinator

InsuranceWorks.ca; Brampton; On-site; CAD 50,000 - 52,000; Full time

Benefits offered by this job

Medical and health benefits

Gym membership reimbursement

Annual team bonus program

Job summary

InsuranceWorks.ca is seeking a Client Services & Billing Co-Ordinator to join our team in a fast-paced environment. You will handle front-line client interactions, billing accuracy, and accounts receivable while supporting marketing goals for growth.

The role emphasizes proactive problem-solving, excellent communication, and a strong customer-service mindset, with an emphasis on on-site involvement and team collaboration.

Qualifications

• 6 months or more P&C Insurance or Customer service experience
• Customer service experience (accounts receivable, retail sales, or telemarketing) preferred
• Proven track record of meeting payment collection goals
• Excellent communication skills - written, verbal and listening
• Proactive in problem solving and finding solutions for customers
• Self-motivated and goal oriented with ability to multi-task

Responsibilities

• Answering phones & directing calls to sales specialists, welcoming clients
• Accounts receivable, monitoring payments, ensuring billing accuracy
• Provide prompt, accurate, and friendly customer service for inquiries on insurance, eligibility, coverages, policy changes, transfers, claim submissions and billing
• Work with the agent to establish and meet marketing goals, market to other services

Skills

Customer service

Accounts receivable

Billing

Communication skills

Multi-tasking

Problem solving

Proactive

Team player

Tools

CRM software

Job description

Our client is seeking a qualified professional to join a winning team for the role of Client Services & Billing Co-Ordinator. Ideally, you are an energetic professional interested in helping our business grow through value-based conversations, providing our customers with an excellent experience.

If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. We take pride in our longstanding presence of over 40 years in the insurance industry providing a wealth of knowledge and experience for our customers and in supporting the career growth of our team members.

Responsibilities

• Answering phones & directing calls to sales specialists, welcoming clients
• Accounts receivable, monitoring payments, ensuring billing accuracy
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Work with the agent to establish and meet marketing goals, market to other services

Salary Range

$50000-$52000 / year PLUS bonuses (Depending on experience - qualifications).

Requirements

• 6 months or more P & C Insurance or Customer service experience
• Customer service experience (accounts receivable, retail sales associate, or telemarketing) preferred
• Successful track record of meeting payment collection goals
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving, finding solutions for customers
• Dedicated to customer service, self-motivated and goal oriented
• Ability to multi-task in a fast-paced environment
• Some financial background would be preferred
• Strong attention to detail
• On Site presence
• Medical and Health benefits including partial Gym membership reimbursement and other perks.
• We offer an annual team bonus program that rewards our team members when they meet or exceed our annual agency goals. This program serves as an incentive for our team to strive for excellence and contributes to our culture of performance and success.

We are an independently owned Agency and have been recognized as one of the top performing Desjardins Agencies in Canada. If you are looking for a diverse, challenging career in a positive work environment and you have the needed qualifications we are interested in you.

This position is with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents' employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.