In-Scope
Temporary, Full-Time

Multiple Positions

Term: 6 Months – 1 Year
Location: Regina, 100% In-Office

Pay Range: $49,576 - $62,566
Closes: July 23, 2024

GENERAL ACCOUNTABILITY

The Billing Representative I is responsible to process payments, set up payment plans and interact with brokers, customers and internal business partners for the SGI CANADA Billing Program across all regions.

KEY ACCOUNTABILITIES
Note: This section is not intended to be an exhaustive list of duties and responsibilities – other duties and responsibilities may be assigned.

Administration of SGI CANADA’s Billing Program

• Responds to inquiries (phone, group email boxes) from customers, internal partners and brokers providing technical assistance on SGI CANADA billing programs, payment plans, and customer receivables on products offered.

• Interacts with customers and brokers to resolve payment issues and negotiate customer payment terms and billing restrictions with brokers.

• Maintains customer account files and notes information, in the billing system.

• Safeguards sensitive customer information in accordance with the Payment Card Industry standards.

• Assembles registered letters for delivery to customers, brokers and loss payables.

Premium Payment Processing

• Processes payment information (new applicants, renewals, revisions) from customers and brokers sent through various methods of transmittal for integration into the billing system with underwriting issuance.

• Processes credit card information into Moneris system and takes action on invalid or declined cards.

• Creates payment notification where broker has indicated payment has been received.

• Sets up Three Pay plans and processes post-dated payments.

• Investigates applications, reviews and takes action for payments where a policy does not yet exist.

• Balances and deposits receivables for SGI, SCISL and Coachman Insurance

• Contacts brokers/customers to return payments that cannot be accepted (lapsed/cancelled policies).

• Produces receipts or confirmation of payment where required .
  

Administration of SGI CANADA’s Payment Plan

• Sets up payment plans in payment application (i.e. new applications, renewals, revisions) to integrate with underwriting issuance.

• Updates monthly pay plans (banking, withdrawal date, payer)

• Contacts brokers regarding incomplete, illegible, or outdated information as well as certified down payment or minimum retained earnings requirements.

• Searches for, reviews, and corrects broker processed web monthly pay changes in billing application.

• Monitors and corrects monthly pay plans not attached correctly in the system.

• Suspends monthly pay plans where required .

• Creates PDFs for non-electronic banking information for work completion and storage.

• Reviews payment plan restrictions, consults and negotiates with broker.

• Monitors and takes action on incomplete payments plans.

High Performance Team & Culture

• Supports a culture of leadership and accountability to effectively meet the key accountabilities within the scope of the role.

• Displays leadership by committing to a culture of continuous learning/development of self and supports others by actively sharing knowledge, providing guidance, mentoring, training and supporting developmental opportunities.

• Demonstrates that the Health, Safety and Emergency Management Policy is applied in area of responsibility for self and others.

• Actively applies knowledge to support transformation and strategic initiatives of the corporation, while participating and advocating change and applying a growth mindset.

TECHNICAL KNOWLEDGE & SKILLS

• Skill in calculating, checking, recording, and reconciling financial transactions through Pre-Cash and Cash Entry applications.

• Skill in completing forms accurately and proofreading documents for accuracy.

• Skill in telephone etiquette i.e. answering phones, handling the call, listening, professionalism and terminology.

• Knowledge of SGI CANADA’s billing programs (i.e. billing UW policies, payment plans & processes, delinquencies, etc.)

• Knowledge of the overall organization and functions of SGI and its business partners.

EDUCATION & CERTIFICATIONS

• One-year certificate from an accredited post-secondary education institution in a relevant field of study such as Business, or defined equivalency.
  

EXPERIENCE

• 1 - 2 years’ experience in billing, finance and/or business office environment.