Accounts Receivable Coordinator - Direct Bill (Contract)

About Echelon Insurance and CAA Club Group

Echelon Insurance delivers specialized personal and commercial insurance solutions across Canada through a trusted broker network. As a member of the CAA Club Group (CCG), the company fosters an inclusive and cooperative work culture promoting associate growth, trust, and teamwork to serve its brokers and customers effectively. CCG is recognized for its award-winning, purpose-driven environment where work-life balance, learning opportunities, and competitive benefits are priorities.

Opportunity Details

This role is a 12-month contract based in Mississauga, Ontario. The Accounts Receivable Coordinator is primarily responsible for conducting daily reconciliations of multiple payment types, posting payments accurately in the policy administration system, and supporting accounting functions while adhering to strict controls and guidelines.

Key Responsibilities

• Collaborate with brokers, agents, underwriters, and customer service teams to promptly and professionally resolve accounts receivable-related issues.
• Process payments by cheque, credit card, EFT, and PayPal within the policy system.
• Investigate reasons for non-sufficient funds (NSF) and manage policy cancellations if necessary.
• Manage pre-authorized cheque (PAC) representments on NSF payments.
• Generate daily system reports, and handle mailing of refund cheques.
• Trace, stop, and reissue lost refund cheques; manage stop payments and bank information updates via online banking.
• Reconcile daily credit card transactions and prepare daily bank deposits.
• Serve as main contact point for Underwriters and Customer Service Representatives regarding accounts receivable concerns.
• Perform other related accounting tasks as required.

Qualifications and Skills

• 1 to 3 years of accounts receivable experience, ideally within the insurance sector.
• Post-secondary education in a related discipline.
• Proficiency with computerized accounts receivable systems.
• Strong analytical and numerical aptitude, emphasizing accuracy and logical problem solving.
• Effective time management capabilities to meet deadlines consistently.
• Excellent customer service skills with strong oral and written communication.
• Competent in Microsoft Office applications.
• Team-oriented approach with collaborative communication skills.

Additional Information

The compensation will vary based on experience, skills, and the specific business line or role level, and does not represent total remuneration. Internal candidates must apply within 10 business days following posting. The organization is committed to equitable employment practices and makes accommodations for applicants with disabilities throughout the hiring process.