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 $66 billion in assets.
Join the FIRST Insurance Funding of Canada (FIRST Canada) team.
We are a multi-year Globe and Mail / Moneau Shepell Employee Recommended workplace with an award-winning culture.
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
Operations support role is part of a fast-paced team which is accountable for effectively managing a large volume of transactions including journal entry processing, work on carrier, wholesaler onboarding, data input, tracking management for broker reviews.
Essential Duties and Responsibilities:
- Prepare, validate and issue manual invoices
- Process and issue Notices
- Data input into Enhanced as required
- Audit bank accounts
- Convert contracts when needed
- Validate checks as required
- Manage fax queue (labeling and assigning)
- Update spreadsheets and other reports
- Adhere to approved processes and audit requirements
- Notify brokers on credits and returned/undeliverable mails
- Assist other team members as required
Knowledge / Skills / Abilities Required:
- Excellent written and verbal communication skills
- 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
- Knowledge of Outlook, Excel and MS Word
- French is an asset