Client Account Clerk - Coughlin

Job Description

We are seeking a Client Account Clerk to join our Coughlin team in Ottawa.

The Client Account Clerk provides administrative services to the Single- and Multi- Employer Plans and does so in such a way as to enable the smooth operation and administration of the plans. This includes answering telephone inquiries and corresponding with the employers and members of various plans on such matters as coverage, enrolments, terminations, beneficiaries, etc.

The Client Account Clerk is also responsible for the preparation of premium reports, data entry, reconciliations, customer service, filing, and verification of billings and remittances.

The Client Account Clerk will :

• Adding, changing, and deleting coverage in database systems.
• Preparing / verifying / printing reports, correspondence, and cards as required.
• Verifying the accuracy of premiums, applications, enrolments, cards, and invoices received.
• Balancing monthly premium and remittance reports, and reconciling monthly trust fund bank accounts.
• Remitting payments to insurance companies.
• Preparing bills / invoices for monies owed.
• Posting monthly journal entries.
• Calculating premium rates for various benefits and processing rate changes.
• Coordinating monthly premium billing so that all invoices will be received by clients .
• Preparing deposits, reports and remitting all monies owing to the Treasurer of Ontario for retail sales tax and Quebec Sales Tax (where applicable), and to Canada Revenue Agency.
• Remitting premium tax owing to the Finance Department each month.
• Preparing all necessary banking documents.
• Preparing tax remittance cheques and cheque requisitions for clients who have no trust funds.
• Clarifying information in insurance contracts and booklets.
• Consulting procedural summaries or operating manuals to determine the best course of action.

To be successful as a Client Account Clerk with Coughlin & Associates, you will need :

All-star candidates will have :

What's in it for you :

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

About Coughlin & Associates Ltd. :

Across the country, thousands of Canadians rely on Coughlin & Associates Ltd. to design and administer their group medical, dental, disability, life insurance and pension benefits. Coughlin is a full-service benefits consultant and third party administrator. Our services include :

Established in 1958, Coughlin & Associates Ltd. provides services to some of Canada’s most respected companies, unions and public service organizations

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.