Address: CAN, Ontario, Toronto, 200 Bloor Street East (200BLOOR) – waterloo – Montreal – any location

STORY BEHIND THE NEED: Scope of Project: Support back-office billing operations and policy servicing by handling customer inquiries, processing financial transactions, and ensuring accurate policy updates. The role includes both transactional and investigative work to resolve complex billing questions.

Training Period: Structured onboarding and training program (2 weeks) .

ADMIN / CLERICAL ONLY: Back-office vs Telephone work: Primarily back-office

Degree / Certifications Required: Post-secondary education preferred (Business, Finance, or related field)

Years of Overall Experience: 2–4+ years of experience in billing, financial operations, insurance, or customer service

Preferred Candidate Background: Experience in insurance or financial services Strong administrative and transactional processing background Familiarity with billing systems and payment processing How will Performance be Measured: Accuracy and quality of work Turnaround time and productivity SLA adherence Customer and stakeholder satisfaction Selling Points of Position (CVP): Opportunity to work in a stable, process-driven environment Exposure to financial operations and insurance processes Strong team culture with defined performance goals Skill development in problem-solving, research, and financial transactions

SUMMARY OF DAY-TO-DAY RESPONSIBILITIES: Mail box management responding emails Completing task

MUST-HAVE HARD SKILLS: 1.) Experience with billing systems 2.) Strong data entry and administrative accuracy 3.) Proficiency in Microsoft Office (Excel, Outlook, Word)

SOFT SKILLS: 1.) Strong communication (written and verbal) 2.) Attention to detail and accuracy 3.) Problem-solving and analytical thinking

NICE-TO-HAVE: 1.) Experience in insurance