Posted 8 months ago
Finance Customer Service Assistant
@ Able Insurance Brokers Ltd.
Mississauga, Ontario
Overview
Able Insurance Brokers Ltd. is hiring a full-time Finance / Customer Service Assistant to support brokers with financing contracts, client accounts, collections and bookkeeping. The work combines data entry, account reconciliation and customer follow-ups with financing and insurance companies. At least one year of finance or customer service experience is required, and Hindi or Punjabi is an asset.
Responsibilities:
- Prepare and process financing contracts
- Manage client accounts and support brokers
- Conduct collections follow-ups with financing and insurance companies
- Perform policy data entry and bank reconciliations
- Support bookkeeping and maintain financial records
Requirements summary:
- Minimum 1 year in finance or customer service
- Insurance industry experience preferred
- Power Broker or similar insurance systems an asset
- Strong MS Excel and Word skills
- Strong attention to detail and communication skills
- Hindi and/or Punjabi an asset
Tools & skills
Source and dates
Employer career site / ATS feed · rippling
- Employer posting date
- 2026-03-05
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-16
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Finance & accounting |
| Experience | 1+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Able Insurance Brokers Ltd.
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Able Insurance Brokers Ltd. is a progressive insurance brokerage with offices throughout Ontario and Alberta. Licensed in the following provinces: Ontario, Alberta, BC, Nova Scotia, New Brunswick, PEI. We take pride in providing the most comprehensive insurance services to our clients, thus making us the preferred brokerage for thousands of clients. We are not only interested in simply providing a service for our clients, we believe in creating a long-term relationship with them. Able’s objective is to control your costs and provide suitable coverage at the best price. Thanks to our excellent relationships we are able to match the right insurance company to your exact needs. We welcome the opportunity to demonstrate what we can achieve for you.
- LinkedIn followers
- 1,411
- People associated on LinkedIn
- 109
- Reported office locations
- 2560 Matheson Blvd E, 400, Mississauga, Ontario L4W4Y9, CA
- Other recorded names
- Able Insurance Brokers Ltd.
- Specialties
- Transportation
- Commercial P & C
- Professionial Group Programs
- and Risk Management
- Profile identifies a recruitment agency
- No
Able Insurance Brokers Ltd. is a progressive insurance brokerage with offices throughout Ontario and Alberta. Licensed in the following provinces: Ontario, Alberta, BC, Nova Scotia, New Brunswick, PEI. We take pride in providing the most comprehensive insurance services to our clients, thus making us the preferred brokerage for thousands of clients. We are not only interested in simply providing a service for our…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 51-200 employees |
| Headquarters | Mississauga, Ontario |
| Organization type | Privately Held |
| Year founded | 2007 |
| Specialties | TransportationCommercial P & CProfessionial Group Programsand Risk Management |
| Open jobs on Jobsy | 14 |
| View page |
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.
Job Overview:
We are seeking a detail-oriented Finance / Customer Service Assistant to join our team. The ideal candidate will have experience in finance or customer service, preferably within the insurance industry. This role requires strong organizational and communication skills, with the ability to assist brokers, manage client accounts, and support financial operations. Proficiency in Hindi and/or Punjabi is highly desirable to effectively communicate with clients.
Key Responsibilities:
- Prepare and process financing contracts accurately and in a timely manner.
- Manage client accounts and provide administrative and operational support to brokers.
- Conduct customer follow-ups for collections and communicate with financing and insurance companies to resolve account-related issues.
- Perform policy data entry and maintain accurate records in internal systems.
- Reconcile financing and insurance company accounts.
- Perform bank reconciliations and assist with other financial record-keeping tasks.
- Support bookkeeping functions, including maintaining documentation and financial records.
- Assist with general customer service inquiries and provide timely responses to clients.
Qualifications & Skills:
- Minimum 1 year of experience in a finance or customer service role.
- Insurance industry experience preferred.
- Familiarity with Power Broker software or similar insurance management systems is an asset.
- Strong skills in MS Office, particularly Excel and Word.
- Experience with data analysis, account reconciliation, and collections follow-ups.
- Strong attention to detail and organizational skills.
- Excellent communication and interpersonal skills.
- Ability to communicate in Hindi and/or Punjabi is an asset.
If you are organized, proactive, and interested in building your career in the insurance 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.
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