Customer Accounts Agent

at  belairdirect

Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts.
Feel empowered to learn and grow while being valued for who you are– here, diversity is a strength. You have our commitment to support you in reaching your goals with tools, opportunities, and flexibility. It’s our employee promise.
Our hybrid work model provides the balance between working from home and enjoying meaningful in-person interactions.
Read on to see how you can shape the future, win as a team, and grow with us.

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 metric

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 in our hybrid model, full-time, 5 days per week and during our hours of operation as follows:
7:30 AM to 6:00 PM – Monday to Friday (based on availability)
Occasional Statutory Holidays or Saturdays (based on business needs)

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