Finance Customer Service Assistant

Ableins; Mississauga; On-site; CAD 42,000 - 56,000; Full time

Job summary

Able Insurance is seeking a Finance / Customer Service Assistant to support brokers, manage client accounts, and assist with financial operations in the insurance sector. The role benefits from Hindi and/or Punjabi language skills to effectively communicate with clients.

Ideal candidates have at least 1 year of experience in finance or customer service, with proficiency in MS Office and familiarity with insurance management systems.

Qualifications

• Minimum 1 year of experience in a finance or customer service role.
• Insurance industry experience preferred.
• Experience with data analysis, account reconciliation, and collections follow-ups.
• Strong communication and organizational skills; attention to detail.
• Ability to communicate in Hindi and/or Punjabi is an asset.

Responsibilities

• Prepare and process financing contracts accurately and in a timely manner.
• Manage client accounts and provide administrative and operational support to brokers.
• Conduct customer follow-ups for collections and communicate with financing and insurance companies to resolve account-related issues.
• Perform policy data entry and maintain accurate records in internal systems.
• Reconcile financing and insurance company accounts.
• Perform bank reconciliations and assist with financial record-keeping tasks.
• Support bookkeeping functions and maintain documentation and financial records.
• Assist with general customer service inquiries and provide timely responses to clients.

Skills

Attention to detail

Communication skills

Organizational skills

Hindi and/or Punjabi language

Tools

Power Broker software

MS Office (Excel, Word)

Job description

Able Insurance is a fast-growing full-service insurance brokerage. Our company’s strength is derived from the diversity and vast array of experience brought amongst our employees and brokers. Providing our clients with valued service and products starts with having a passionate and collaborative group at the core of our business.

Job Overview:

We are seeking a detail-oriented Finance / Customer Service Assistant to join our team. The ideal candidate will have experience in finance or customer service, preferably within the insurance industry . This role requires strong organizational and communication skills, with the ability to assist brokers, manage client accounts, and support financial operations. Proficiency in Hindi and/or Punjabi is highly desirable to effectively communicate with clients.

Key Responsibilities:

• Prepare and process financing contracts accurately and in a timely manner.
• Manage client accounts and provide administrative and operational support to brokers.
• Conduct customer follow-ups for collections and communicate with financing and insurance companies to resolve account-related issues.
• Perform policy data entry and maintain accurate records in internal systems.
• Reconcile financing and insurance company accounts .
• Perform bank reconciliations and assist with other financial record-keeping tasks.
• Support bookkeeping functions , including maintaining documentation and financial records.
• Assist with general customer service inquiries and provide timely responses to clients.

Qualifications & Skills:

• Minimum 1 year of experience in a finance or customer service role.
• Insurance industry experience preferred.
• Familiarity with Power Broker software or similar insurance management systems is an asset.
• Strong skills in MS Office , particularly Excel and Word .
• Experience with data analysis, account reconciliation, and collections follow-ups .
• Strong attention to detail and organizational skills .
• Excellent communication and interpersonal skills .
• Ability to communicate in Hindi and/or Punjabi is an asset.

Our AODA Statement of Commitment

Able Insurance Brokers Ltd is an equal opportunity employer that does not discriminate against any employee or applicant based on race, ancestry, place of origin, colour, ethnic origin, citizenship, religion, gender identity, gender expression, creed, sex, sexual orientation, age, record of offences, marital status, family status or disability. Able Insurance is committed to a fair and inclusive work environment. We will endeavour to accommodate the needs of qualified applicants in all parts of the hiring process.