Policy Administration Specialist

Wawanesa Insurance; Winnipeg; Hybrid; CAD 44,000 - 48,000; Full time

Job summary

A leading Canadian mutual insurer in Winnipeg is seeking a Policy Administration Specialist to join its team. This role involves day-to-day accounting functions, including cash applications, policyholder notices, and general ledger reconciliations. Candidates should possess an Accounting Certificate and have experience in accounting, alongside strong collaboration and communication skills. The position offers a hybrid work environment with flexible arrangements, contributing to a supportive workplace culture.

Benefits

Annual bonus plan

Generous vacation time

Premium free benefits

Pension plan

Qualifications

• Minimum one year of accounting experience.
• Proficiency in MS Office software.
• Strong investigative skills and sound judgment.

Responsibilities

• Prepare cash application transactions and validate cash receipts.
• Prepare policyholder notices and follow up on customer inquiries.
• Conduct daily and monthly reconciliations of general ledger accounts.
• Process banking transactions accurately.
• Investigate problem policies and take appropriate actions.

Skills

Collaboration skills

Self-starter

Time management

Communication

Attention to detail

Education

Accounting Certificate

Tools

MS Office

Job description

Job ID: 9645

Employment Type: Existing Role
Working Business Language: English

Salary: At Wawanesa, salary is only one component of a holistic, comprehensive and competitive offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided with generous vacation time, personal days, premium free benefits and pension plan.
The salary offered for this role is determined with consideration to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range: $44,000 - $48,000. Candidates with salary expectations outside of the range are still encouraged to apply.

About Us

At Wawanesa, we offer a hybrid work environment that offers flexibility to our employees in balancing in-office. This role is subject to three (3) days per week in a Wawanesa office. You may work from any of the following locations: Winnipeg, MB
Wawanesa Mutual Insurance Company ("Wawanesa Mutual"), founded in 1896, is one of Canada’s largest mutual insurers, with over $3.5 billion in annual revenue and assets of $10 billion (CAD). Wawanesa Mutual, with its National Headquarters in Winnipeg, is the parent company of Wawanesa Life, which provides life insurance products and services throughout Canada, and Western Financial Group, which distributes personal and business insurance across Canada. Wawanesa proudly serves more than 1.7 million members in Canada, and we are home to more than 3,300 employees distributed across the Canadian regions and communities where we operate. We give back to organizations that strengthen communities, donating more than $3.5 million annually to charitable organizations, including over $2 million annually in support of people on the front lines of climate change. We are also proud to be recognized as one of Manitoba’s Top Employers. To learn more visit wawanesa.com.

We are currently looking for dedicated, driven, and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience and advancement on a growing team.

Job Overview

The Policy Administration Specialist works collaboratively with other team members within the Wawanesa Life Financial Operations team and be responsible for the day-to-day accounting functions.

Job Responsibilities

• Prepare cash application transactions and validation of cash receipt.
• Prepare policyholder notices and follow-ups on customer inquiries.
• Prepare daily and monthly reconciliations of general ledger suspense and other accounts.
• Prepare and/or enter general ledger journal entries.
• Prepare and/or enter cheque requisitions.
• Process banking transactions with accuracy.
• Collaborate with operational departments.
• Investigate problem policies to identify appropriate course of action.
• Perform other duties as assigned.

Qualifications

• Accounting Certificate and/or one (1) of accounting experience.
• Proficient in the use of MS Office software.
• Demonstrated skills: collaboration across various teams, self-starter, time and deadline management, communication, and attention to detail.
• Willing to learn and grow within the role.
• Investigative skills and demonstrated sound judgement.

Diversity Equity, Inclusion & Belonging

At Wawanesa, we are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people – this is supported by having a representative workforce.

We welcome applications from all qualified candidates, including racialized persons, women, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas.

We aim to ensure our recruitment process is accessible to all candidates. If you require accommodations during any stage of the recruitment process, please reach out in confidence to [e-mail].

All Wawanesa job applicants are subject to Wawanesa's Privacy Policy.

Please note that the recruitment process this position may involve the use of AI tools to screen, assess, or select applicants. All final decisions are taken or reviewed by human recruiters and human hiring leaders in compliance with all applicable legislation.