Accounts TSR

Responsibilities:

• Assisting brokers with clients' needs, including but not limited to: billing, cancellations, and reinstatement
• Manage billing queries and proactively call clients to collect payment when needed.
• Manage multiple clients and answer all customer queries in a timely manner.
• Triage emails and voicemails that require a licensed brokers attention.
• Carefully review all new billing contract data for accuracy.
• Recommend operational improvements in our processes to help further improve the overall customer experience.
• Monitor and act on applicable Alerts within our existing Slack channel groups.
• Assist with clean-up projects to ensure files are accurate and processes have been followed.
• Schedule automated messages to clients on behalf of brokers.
• Call customers & insurance partners for non-insurance-related matters as needed.
• Assist in processing cancellations as needed. 
• Ensure files have been completed in accordance with our internal guidelines.
• Proactively liaise with financing companies to improve communication and workflows to streamline our processes.
• Other duties as required.

Requirements:

• 1+ year of experience working with administrative tasks or data entry.
• Excellent attention to detail and follow-through.
• Excellent client service orientation for both external and internal stakeholders.
• Strong phone communications with both clients and external partners.
• Good interpersonal and communication skills.
• Effective organizational and time management skills.
• Ability to work effectively in a dynamic and fast-paced deadline-driven environment. Ability to multitask and deliver on time and quality.
• A team player with strong work ethics and collaborative approach.
• Ability to proactively take initiative and learn quickly.
• Experience with Zoom, Google Workplace, Slack or similar office software.

Nice to have:

• Insurance background of any type (no insurance license required).
• Collections experience is an asset.