Claims Officer Level 1 or Level 2

Accountancy Insurance was established in 2003 to work exclusively with Chartered Professional Accountants specialising in Audit Shield – a comprehensive tax audit insurance product which covers the professional fees incurred as a result of an official audit, enquiry, investigation or review instigated by the Canada Revenue Agency (CRA) and other federal, state and territory based agencies.

At present, we partner with more than 3,500 accounting firms throughout Canada, Australia and New Zealand providing Tax Audit Insurance, Professional Indemnity, Management Liability and Cyber Insurance. Our success is gained through the pillars of customer service, a thorough understanding of the industry which reflects our clients’ needs and supporting the accounting community via our alliances with major tax and accounting bodies.

Accountancy Insurance has offices in Calgary, Toronto, Melbourne, Sydney, Brisbane, Perth, Adelaide and Auckland.

There is a supportive culture at Accountancy Insurance, encouraging everyone to innovate and continuously improve to ensure that initiatives are introduced to make the organisation a great collaborative place to work.

Reporting directly to the Senior Manager, the main functions of this role are assisting with:

• Attend to the registration and co-ordination of new claims
• Work effectively with clients and claims specialists to ensure optimisation of claim turnaround time
• Provide a clear understanding of AI policy details to clients and employee base, and clarify the insurance process to be able to respond to frequently asked questions
• Assisting with the day-to-day claims management
• Investigate and negotiate claims in accordance with the company’s best practices and handling procedures
• Responsible for the issuance of payments to clients.
• Maintain the accuracy and integrity of data captured in the various systems
• Analyze estimates, value of claims, negotiate, and settle claims accordingly.
• Ensure compliance with various agreements, local regulations and licensing regulations
• Effectively advise and counsel clients on claim status while providing prompt and exemplary customer service
• Ensure all correspondence is completed in a time efficient manner.
• Responsible for recognizing questionable claims, subrogation and risk opportunities.

You will have the ability to deliver an outstanding level of customer service to an established and varied client base of accounting practices and sole practitioners across Canada.

To be considered for this unique opportunity you:

• Hold of Adjuster Level 1 or 2 licence (Regional licensing requirements are necessary for this role; willing to complete to level
  3)
• Are a permanent resident or a Canadian citizen as this is a permanent full time position.
• Superior technical claims handling
• Demonstrated ability to organise tasks and provide timely outcomes.
• Exceptional communication skills – ability to communicate diplomatically and empathetically

As a confident and clear communicator, you will have the ability to relate to Accountancy Insurance staff. The willingness to be hands on in this role will be essential to your success and you will participate in ideas sharing with open, honest and high achieving colleagues. In return for your skills, expertise and commitment, you will be rewarded with a generous salary.

• Entry level

• Full-time

• Finance and Sales

• Insurance

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