Operations Support Officer Jobs

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 $50 billion in assets.

Why join us?

Join the FIRST Insurance Funding of Canada (FIRST Canada) team.

We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture.

We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.

We Have a Comprehensive Benefit Package Including

• Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses
• Health Benefits: including medical, dental, vision, life, and health spending account
• Education Benefits: education reimbursement and on-demand learning courses

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

Summary:

The Operations Support Officer is accountable for effectively managing a large volume of transactions particularly in updating and executing changes to the premium funding contracts. The role requires effective administrative skills and client service orientation to better assist our internal and external customers. This role is ideally suited for a strong team player with a high level of detail orientation and the ability to effectively manage multiple priorities while maintaining a high level of productivity. In this role you will build a strong knowledge of premium funding policies and procedures.

Essential Duties And Responsibilities

• Prepare and issue manual invoices when required
• Prepare statement of account and amortization schedules
• Manage special accounts to meet specific needs
• Meet service level objectives
• Manage the credit refund process accurately and efficiently
• Adhere to approved processes and audit requirements
• Assist in system testing and audit functions
• Manage the shared mailbox thru timely labeling of requests to the team members
• Administer the changes to premium funding contracts as requested by clients (i.e. updating of bank account and policy details, negative endorsements and other changes to policies and renewals)
• Process accounting and adjustment entries
• Answer queries, issues and concern on a timely and professional manner
• Maintain up to date knowledge of company policies and products
• Verify payments for posting to appropriate accounts
• Escalate serious complaints or issues that you are not equipped to deal with

Knowledge/Skills/Abilities Required

• Bilingual French/English would be a strong asset
• Advanced/Excellent skills in Excel
• Excellent written and verbal communication skills
• Self motivation and strong attention to detail
• Previous financial processing and/or administration experience
• Ability to multitask in a high volume environment
• The ability to build strong relationships with team members and internal and external customers
• A proactive, energetic and enthusiastic approach to your work, and a desire to go the extra mile in customer service
• Knowledge of Outlook and MS Word
• Strong organizational, and abstract reasoning skills
• Strong organizational, prioritization and abstract reasoning skills
• A flexible attitude towards change and the ability to adapt to new situations