Accomplished Accounts Receivable Agent with a proven track record at Intact Insurance Remote, adept in handling high-volume transactions and resolving account discrepancies. Leveraged problem-solving skills and a positive attitude to enhance customer satisfaction and streamline billing processes. Skilled in navigating complex software, demonstrating both technical proficiency and exceptional customer care.
Intact Insurance Remote - Toronto, ON
● Handled a high volume of inbound calls processing payments, refunds and cancellations as per client request on their home/auto insurance policy.
● Reviewed policy files daily and occasionally placed outbound calls to resolve escalated cases and close trouble tickets.
● Updated client’s banking information, amended payment schedules to help clients set up a suitable billing arrangement.
● Investigated account discrepancies and analyzed account history to determine the most appropriate solution.
● Navigated multiple software and applications to access the client's profile and carry out tasks, following prescribed work flows and aiming to meet key performance metrics.
● Handled a high volume of inbound calls from the public to schedule COVID-19 vaccination appointments, occasionally making outbound calls for outreach purposes.
● Accessed client’s profile using Salesforce and used knowledge base materials with other tools provided to direct clients, resolve issues and answer all inquiries.
● Stayed up to date with the Ministry of Health’s announcements to give clients accurate information and update workflows as required.
● Followed the designated scripts and client verification steps, adhering to strict confidentiality procedures for the handling of private information.
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