Finance Customer Service Assistant

Job Overview:
We are seeking a detail-orientedFinance / Customer Service Assistant to join our team. The ideal candidate will have experience in finance or customer service, preferably within theinsurance industry. This role requires strong organizational and communication skills, with the ability to assist brokers, manage client accounts, and support financial operations. Proficiency inHindi and/or Punjabi is highly desirable to effectively communicate with clients.

Key Responsibilities:

• Prepare and processfinancing contracts accurately and in a timely manner.
• Manageclient accounts and provide administrative and operational support to brokers.
• Conductcustomer follow-ups for collections and communicate with financing and insurance companies to resolve account-related issues.
• Performpolicy data entry and maintain accurate records in internal systems.
• Reconcilefinancing and insurance company accounts.
• Performbank reconciliations and assist with other financial record-keeping tasks.
• Supportbookkeeping functions, including maintaining documentation and financial records.
• Assist with generalcustomer service inquiries and provide timely responses to clients.

Qualifications & Skills:

• Minimum1 year of experience in a finance or customer service role.
• Insurance industry experience preferred.
• Familiarity withPower Broker software or similar insurance management systems is an asset.
• Strong skills inMS Office, particularlyExcel and Word.
• Experience withdata analysis, account reconciliation, and collections follow-ups.
• Strongattention to detail and organizational skills.
• Excellentcommunication and interpersonal skills.
• Ability to communicate inHindi and/or Punjabi is an asset.

If you are organized, proactive, and interested in building your career in theinsurance and finance sector, we encourage you to apply.

Our AODA Statement of Commitment

Able Insurance Brokers Ltd is an equal opportunity employer that does not discriminate against any employee or applicant based on race, ancestry, place of origin, colour, ethnic origin, citizenship, religion, gender identity, gender expression, creed, sex, sexual orientation, age, record of offences, marital status, family status or disability. Able Insurance is committed to a fair and inclusive work environment. We will endeavor to accommodate the needs of qualified applicants in all parts of the hiring process.

About Us

Able Insurance is a fast-growing full-service insurance brokerage. Our company’s strength is derived from the diversity and vast array of experience brought amongst our employees and brokers. Providing our clients with valued service and products starts with having a passionate and collaborative group at the core of our business.