Bilingual Operations Support Officer - Toronto, Canada - FIRST Insurance Funding of Canada

FIRST Insurance Funding of Canada

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

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Description

At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation.

We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $50 billion in assets.

Why join us?

Join the FIRST Insurance Funding of Canada (FIRST Canada) team.

We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture.

We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.

We have a comprehensive benefit package including:

Health Benefits: including medical, dental, vision, life, and health spending account
Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses
Education Benefits: education reimbursement and ondemand learning courses

We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment.

We support work / life balance and promote growth-from-within opportunities.

Why join this team?

We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility

What You'll Do

Job Description Summary:

The Operations Support Officer is accountable for effectively managing a large volume of transactions particularly in updating and executing changes to the premium funding contracts.

The role requires effective administrative skills and client service orientation to better assist our internal and external customers.

This role is ideally suited for a strong team player with a high level of detail orientation and the ability to effectively manage multiple priorities while maintaining a high level of productivity.

In this role you will build a strong knowledge of premium funding policies and procedures.

Essential Duties and Responsibilities:

Administer the changes to premium funding contracts as requested by clients (i.e. updating of bank account and policy details, negative endorsements and other changes to policies and renewals)
Manage the credit refund process accurately and efficiently
Prepare and issue manual invoices when required
Manage the shared mailbox thru timely labeling of requests to the team members
Verify payments for posting to appropriate accounts
Prepare statement of account and amortization schedules
Answer queries, issues and concern on a timely and professional manner
Escalate serious complaints or issues that you are not equipped to deal with
Assist in system testing and audit functions
Process accounting and adjustment entries
Manage special accounts to meet specific needs
Meet service level objectives
Adhere to approved processes and audit requirements
Maintain up to date knowledge of company policies and products

Knowledge/Skills/Abilities Required

Excellent written and verbal communication skills
Advanced/Excellent skills in Excel
Knowledge of Outlook and MS Word
Previous financial processing and/or administration experience
Strong organizational, prioritization and abstract reasoning skills
A proactive, energetic and enthusiastic approach to your work, and a desire to go the extra mile in customer service
Self motivation and strong attention to detail
The ability to build strong relationships with team members and internal and external customers
Strong organizational, and abstract reasoning skills
Ability to multitask in a high volume environment
A flexible attitude towards change and the ability to adapt to new situations
Bilingual French/English is required

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