Bilingual Accounts Receivable Clerk
Optimum Insurance Company is a Canadian property and casualty insurer offering automobile, personal property, commercial property, and liability insurance solutions. With eight regional offices, over 200 employees, and a network of more than 600 independent brokers across Canada, Optimum is committed to delivering insurance products that meet the evolving needs of individuals and businesses.
Optimum Insurance Company is part of Optimum Group, a Canadian-owned international financial group founded in 1969.
Optimum Insurance is an equal opportunity employer and is committed to providing accommodation throughout the recruitment process upon request.
Reporting to the Accounting Manager, the Bilingual Broker Accounts Receivable Clerk is responsible for providing financial and administrative support to ensure the accurate processing of payments, collections, and broker account activities.
This role supports brokers, insureds, and internal stakeholders across multiple regions and plays a key role in maintaining efficient accounts receivable operations while delivering exceptional customer service.
Key Responsibilities
- Process incoming payments and prepare bank deposits.
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Apply payments received for PAC (Pre-Authorized Chequing) and Direct Bill policies.
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Process banking changes, withdrawal date changes, and billing amendments.
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Manage returned payments (NSF) and perform required account follow-up.
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Prepare registered letters, lapse notices, and other account-related correspondence.
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Respond to inquiries from brokers, insureds, and underwriting teams.
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Assist with account reconciliation and collection activities.
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Maintain accurate records and ensure data integrity.
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Support special projects and departmental initiatives as required.
Qualifications
- Bilingual in French and English (spoken and written), as this role supports brokers, insureds, and internal stakeholders across Canada.
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Post-secondary education in Accounting, Business Administration, Finance, or a related field, or an equivalent combination of education and experience.
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Previous experience in accounts receivable, accounting, insurance operations, or an administrative support role is considered an asset.
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Strong customer service and communication skills.
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Excellent attention to detail and organizational skills.
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Strong keyboarding and data entry skills.
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Ability to work independently while contributing positively to a team environment.
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Proficiency with Microsoft Office applications, particularly Excel and Outlook.
The ideal candidate is a detail-oriented professional with strong interpersonal skills and a positive attitude. They are comfortable managing multiple priorities, enjoy working collaboratively, and are committed to providing excellent service to both internal and external clients.
What We Offer
Quality of Life & Flexibility :
- Flexible work schedule
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Hybrid work model
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Personal days
Health & Wellness :
- Comprehensive group benefits program
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Employee Assistance Program (EAP)
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Access to virtual healthcare services
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Employer contributions to a retirement savings plan
Professional Development & Recognition :
- Opportunity to be recognized as a valued contributor within the team
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Career development and growth opportunities
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Support for professional designations (CIP, FCIP)
Culture & Work Environment :
- Collaborative and engaged team environment
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Close working relationships with leadership teams
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A people-focused organization where your voice is heard
This position is based in our North Bay office and follows a hybrid work model that supports both flexibility and in-person collaboration.
