Customer Accounts Agent
City : Toronto, Ontario
Category : Sales & Customer Service
Industry : Insurance
Employer : Intact Financial Corporation
Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times.
Our employee promise represents Intact’s commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with us.
About the role
We’re looking for a Customer Accounts Agent to join our growing team!
As a Customer Accounts Agent, you will be supporting our National Accounts Receivable team in delivering exceptional service to our Brokers and Clients. With your legendary customer service skills, you will be responding to phone and email inquiries in a call center environment, while processing account schedule changes and bank information updates, reviewing insurance premium payments and refunds, investigating account discrepancies, and helping clients with billing arrangements. Here are a few ways you'll make a difference:
- You will understand our customer needs and offer appropriate accounts guidance in a timely manner.
- Add or update banking information, amend payment schedules as required, process and review premium refunds, process cheque requisitions, cheque reversals and requests for stop payments.
- You will enhance the customer experience by promoting self-service tools and be an advocate and guide clients through practical use of accounts receivable specific digital tools.
- Ensure accuracy and high standard of work for all accounts receivable tasks.
- You will follow accounts receivable workflows while aiming to meet key performance metrics.
Please note this position requires candidates to be available to work full-time, 5 days per week during our hours of operation as follows:
7:30 AM to 6:00 PM – Monday to Friday (based on availability)
or
9:00 AM to 5:00 PM - Tuesday to Saturday (based on availability)
Occasional Statutory Holidays or Saturdays (based on business needs)
What you bring to the table:
- At least one year of customer service experience preferred
- Post-secondary education in related field is an asset
- Effective oral and written communication skills required
- Strong customer service attitude to maintain favourable business relationships, negotiate tactfully and problem solve
- Must be detailed oriented and able to organize and prioritize workload
- Technology savviness is an asset
- Ability to work autonomously
Come join the Customer Accounts Team!
#LI-Hybrid
What we offer
Our hybrid work model provides the balance between working from home and enjoying meaningful in-person interactions.
Working here means you'll be empowered to be and do your best every day. Here is some of what you can expect as a permanent member of our team:
A financial rewards program that recognizes your success
An industry leading Employee Share Purchase Plan; we match 50% of net shares purchased
An extensive flex pension and benefits package, with access to virtual healthcare
Flexible work arrangements
Possibility to purchase up to 5 extra days off per year
An annual wellness account that promotes an active and healthy lifestyle
Access to tools and resources to support physical and mental health, embracing change and connecting with colleagues
A dynamic workplace learning ecosystem complete with learning journeys, interactive online content, and inspiring programs
Inclusive employee-led networks to educate, inspire, amplify voices, build relationships and provide development opportunities
Inspiring leaders and colleagues who will lift you up and help you grow
A Community Impact program, because what you care about is a part of what makes you different. And how you contribute to your community should be just as unique.
We are an equal opportunity employer
At Intact, our Value of respect is founded on seeing diversity as a strength. We strive to create an accessible workplace where employees feel valued, included and encouraged to share their unique perspectives.
We encourage applications from individuals who are members of equity-deserving groups, including but not limited to women, Indigenous peoples, persons with disabilities, Black people, and members of the 2SLGBTQI+ community.
As part of Intact’s commitment to reconciliation, we acknowledge that we work, meet and travel across the land currently called Canada, originally inhabited by First Nations, Metis and Inuit people. This history extends through many centuries and continues to evolve today.
We have policies to ensure equal access and participation for people with disabilities, including providing workplace adjustments (accommodations). A copy of applicable policies is available on request.
If we can provide a specific adjustment to make the recruitment process more accessible for you, please let us know when we reach out about a job opportunity. We’ll work with you to meet your needs.
Learn more about our recruitment process and your candidate journey here.
If you are an employee of Intact or belairdirect, please apply for this role on Internal Career Site.