Finance & BIS Operations Administrator

at  Trillium Mutual

Who You Are

• Experience in an administrative position, preferably in an insurance setting
• Graduate from recognized diploma program
• Strong accuracy, attention to detail, and documentation proficiency
• Excellent oral/written communication and interpersonal skills
• Ability to navigate computer programs efficiently
• Exceptional time management and organizational skills
• Ability to multi-task and take initiative to manage priorities effectively
• Flexible, positive and collaborative team member with ability to work with minimal supervision
• Superior customer service skills through energy, enthusiasm and initiative

What You Will Be Doing

• Collect, deposit and reconcile payments of accounts receivable from policyholders
• Follow-up on past due accounts
• Download daily payment reports from bank
• Process return payments and issue required paperwork
• Process policy cancellations for non-payment
• Process bank account changes and credit card updates
• Answer telephone calls from policyholders and distributors on account/billing inquiries
• Respond to emails from distributors on policyholder accounts
• Complete daily submission of OMIA Stat Tracking ID
• Complete daily PC monitoring of Error Workflows
• Review weekly mis-assigned activities and reassign as appropriate
• Respond to Support inbox as required for handling of Broker User Id’s within Policy Center
• Monitor GW Wrike tickets, respond to a predetermined type of inquiries, and close each task upon completion
• Collaborate with BIS Operations team to complete tasks of a Project
• Independently complete assigned tasks for project responsibilities
• Demonstrate a commitment to learning Guidewire PolicyCenter and Real Connect functionality
• Central Administrative Support Team (CAST) backup

• Collect, deposit and reconcile payments of accounts receivable from policyholders
• Follow-up on past due accounts
• Download daily payment reports from bank
• Process return payments and issue required paperwork
• Process policy cancellations for non-payment
• Process bank account changes and credit card updates
• Answer telephone calls from policyholders and distributors on account/billing inquiries
• Respond to emails from distributors on policyholder accounts
• Complete daily submission of OMIA Stat Tracking ID
• Complete daily PC monitoring of Error Workflows
• Review weekly mis-assigned activities and reassign as appropriate
• Respond to Support inbox as required for handling of Broker User Id’s within Policy Center
• Monitor GW Wrike tickets, respond to a predetermined type of inquiries, and close each task upon completion
• Collaborate with BIS Operations team to complete tasks of a Project
• Independently complete assigned tasks for project responsibilities
• Demonstrate a commitment to learning Guidewire PolicyCenter and Real Connect functionality
• Central Administrative Support Team (CAST) backu