Finance Representative I – Waterloo, Ontario

Heartland Mutual Insurance; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading insurance company located in Ontario is looking for a Finance Representative I. Responsibilities include customer interaction, payment processing, and handling inquiries. Ideal candidates should have post-secondary education in Business or Accounting and solid customer service skills. The company offers competitive benefits, including health and dental coverage, as well as a hybrid work model.

Benefits

Health and dental coverage

Generous pension plan

Incentive plan

Qualifications

• Successful experience in a customer service environment.
• Well-organized mindset with an affinity for numbers.
• Ability to maintain professional standards in a fast-paced environment.

Responsibilities

• Deal directly with both internal and external customers.
• Apply payments received via online banking, credit card and cheques.
• Attend to broker and insured inquiries via email and telephone.
• Process policy changes regarding billing methods.

Skills

Customer service experience

Organizational skills

Basic Microsoft Word and Excel skills

Positive attitude

Fluency in English

Education

Post-secondary education in Business and/or Accounting

Job description

Located in Ontario and Nova Scotia, Heartland Mutual Insurance strives to be the Best Mutual. Our team of talented and dedicated professionals challenge the norm and strive to be extraordinary. It\'s all about fulfilling our promise with a personal approach. With our team, you\'ll bring this purpose to life every day by living our values, being open to change, and pursuing your career aspirations.

Heartland Mutual Insurance has an excellent opportunity in our Finance Department for a Finance Representative I.

What You Will Do

• Deal directly with both internal and external customers to ensure premiums are received in an efficient and timely manner.
• Apply payments received via online banking, credit card and cheques.
• Attend to broker and insured inquires via email and telephone.
• Process policy changes regarding billing methods.
• Assist with other Finance tasks as required.

What You Will Bring

• Post-secondary education in Business and / or Accounting is preferred.
• Successful experience in a customer service environment.
• Well-organized mindset with an affinity for numbers.
• Ability to maintain professional standards in a fast-paced environment with shifting priorities.
• Ability to manage multiple complex tasks.
• Basic Microsoft Word and Excel skills are essential.
• Must have a positive attitude.
• Fluency in English with excellent written, oral and telephone communication skills.

What We Offer

In return, we\'ll give you countless opportunities to learn and grow. You\'ll be empowered to be your best self, do your best work, and make a meaningful impact. Here, you can help shape the future of insurance, win as a team, and grow with us.

At Heartland our benefits are great and include not only health and dental coverage, but also a generous pension plan. All staff members share in our company\'s success through our incentive plan. And with our hybrid work model, you get the best of both worlds – the ability to collaborate and connect with great colleagues and enjoy the benefits of working from home.

Intrigued? We can\'t wait to hear from you

Apply Today

If you have the qualifications we are seeking and would thrive in a work environment where you are valued and respected, please apply. Accommodations are available on request for candidates taking part in all aspects of the selection process.

A Place Where YOU Can Make a Difference Proudly Canadian. Mutually Owned.