Accounts Receivable Coordinator - Direct Bill (Contract)

About Us

Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies and is an equal opportunity employer who offers a professional environment that champions collaboration, trust, and growth to drive success. We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers, and Customers.

Who we are

Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!

At CCG, we are committed to delivering an exceptional Associate experience. We offer:

• Work-life harmony with access to an award-winning holistic wellness program,
• Continuous learning through our robust corporate curriculum and education reimbursement program,
• Incredible rewards, travel incentives, and product and service discounts,
• Pay-for-performance and best-in-class recognition programs, and
• Competitive benefits that include a defined contribution plan, personal spending account, and so much more.

Join our growing team where everyone belongs!

Position Details

This is a 12-month contract position.

The Accounts Receivable Coordinator will be responsible for performing daily reconciliations of various payment methods. Including preparing, posting and verifying insureds payments and transactions related to accounts receivable, and supporting other accounting associates, while following proper controls and guidelines.

What You Will Do 

• Work closely with brokers, agents, underwriters and customer service to effectively solve issues that arise, in a timely and professional manner 
• Process payments into the policy administration system (cheques, credit cards, EFTs, and PayPal payments)
• Review reasons for NSF and cancel policies for non-payment if required
• Note and fax PAC representments on NSF's
• Print and review daily system reports, and mail the daily refund cheques
• Trace stop, and reissue lost refund cheques, process stop payments, change in withdrawal amounts, bank information changes, and manual withdrawals through online banking
• Reconcile all credit card daily transactions
• Preparation of the daily deposits
• Main point of contact;  interface with Underwriters and Customer Service Representatives to help them resolve accounts receivable issues
• Perform other related work as requireds

Salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply.

Who You Are 

• 1-3 years' accounts receivable experience, preferably in the insurance industry
• Completed post-secondary education in a related field
• Experience with computer based AR systems is required
• Strong problem-solving skills, math skills, with demonstrated logic and accuracy
• Strong time management skills, with ability to effectively meet department deadlines
• Proven customer service skills
• Proficient with MS Office Suite
• Team player with excellent oral and written communication skills 

Internal applicants are asked to formally express their interest by applying online no later than 10 business days of the position being posted. 

We may use AI tools to help us through the recruitment process.

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.