Senior Administrator

Company: CLIC
Department:
Billing Service Centre

Employment Type:

Regular Full-Time
Work Model:
Hybrid (2 days in office)
Language:
This role operates in English.

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

Senior Premium Administrators are key members of the Billing Service Centre, contributing to the financial stability of Co-operators Group Benefits. You will make an impact by ensuring Group Benefits premium payments are collected, recorded, and reconciled accurately. The role provides knowledgeable, responsive support to customers and internal business partners, answers billing-related questions, resolves discrepancies, and collaborates with internal financial teams. The team is also responsible for the billing and administration of Administrative Services Only (ASO), Health Spending Account (HSA), and Personal Spending Account (PSA) products;

advisor commission system configuration and ongoing support; payment processing and reconciliation; and other essential financial activities. Through this work, the position contributes to the organization’s financial goals while supporting customer satisfaction and retention.

• Coordinating the timely collection, receipt, and reconciliation of premium payments; monitoring and following up on overdue premium payments; maintaining accurate group payment records; and partnering with internal teams to resolve discrepancies and outstanding balances.
• Responding to client billing inquiries and developing tailored reports on forfeitures and outstanding balances.
• Ensuring all reports balance to the client’s general ledger accounts and investigating and correcting any discrepancies found.
• Reviewing and authorizing invoice payments and premium refunds within established financial limits, preparing accounting entries for Finance, and updating client records.
• Reviewing and authorizing payments of invoices, premium refunds, and other items within a set financial limit; preparing and completing accounting entries for Finance; and updating client records.
• Managing statistical balancing, in-force numbers, and movement processes throughout the year; ensuring timelines are met and data integrity is maintained; and reporting to management monthly.
• Initiating new agent setups or revisions; corresponding with group departments to obtain all applicable setup information; reviewing commission schedules for completeness; and ensuring the correct advisor information is recorded in Compass.
• Analyzing and verifying premium and commission reports and investigating discrepancies that require knowledge of the commission system and commission calculations.
• Preparing and distributing year-end Office of the Superintendent of Financial Institutions (OSFI) statements for the department, meeting deadlines, and ensuring data accuracy.

• You have two years of related work experience; group benefits experience is preferred.
• You have a post-secondary education; industry-related education is an asset.
• You have or are working toward a Certified Employee Benefit Specialist (CEBS) designation.

• You influence change and are committed to continuous improvement, in order to exceed client expectations.
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication…