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About the Role

Working under minimal supervision, this role contributes to Wawanesa's success by assisting in the implementation of strategies and initiatives aimed at achieving profitability, competitiveness, and efficiency in our broker account systems.

Responsibilities

Assist in the development and execution of team reporting, including the creation and analysis of relevant reports as needed, maintenance of reporting dashboards, and participation in a broader reporting strategy.
Participate in the completion of the monthly/quarterly financial accountability process in collaboration with relevant business units, including data preparation, reporting, analysis, and presentation.
Analyze and resolve complex issues related to billing, payments, and reconciliations.
Initiate communications with partner brokers to ensure diligent processing of payment triggers established in service level agreements.
Support the development and implementation of strategies and initiatives.
Maintain and update departmental procedure manuals and workflows to ensure current information is captured.
Participate in the creation, review, and annual update of standardized work papers to ensure availability for audit requests.
Liaise with internal and external stakeholders as a subject matter expert on departmental initiatives, including technological advancements.
Participate in system changes, testing, implementation, and training, as well as support during transition periods.
Report and track system-related incidents and collaborate with stakeholders to find solutions.
Mentor and develop team members and facilitate sessions to share knowledge and best practices.
Perform broker accounts receivable reconciliations, as applicable.
Cultivate positive professional relationships with internal and external stakeholders.
Perform any other assigned duties.

Requirements

At least five years of experience in payment processing or an equivalent combination of education and experience.
Working knowledge of basic accounting principles, accounts receivable workflows, and procedures.
Advanced proficiency in Microsoft Office Suite, Power BI, and Copilot or other AI-assisted software.
Experience with accounting and accounts receivable software (or relevant systems).
Strong leadership skills to positively influence team members and lead by example.
Strong analytical, problem-solving, organizational, and decision-making skills.
Excellent oral and written communication skills.
Ability to work both independently and as part of a team.
Ability to adapt to a changing environment and champion change while motivating and influencing others.
Experience with Guidewire and PeopleSoft is an asset.
Experience in the P&C insurance industry is an asset.
Active enrollment in or willingness to enroll in the PAA program is an asset.
Active participation in a business analysis, financial analysis program, or equivalent courses, or attainment of a designation or diploma is an asset.

Skills

Microsoft Office Suite
Power BI
Copilot
AI-assisted software
Accounting software
Accounts receivable systems
Guidewire
PeopleSoft

Location

Winnipeg, MB
Wawanesa, MB
Vancouver, BC
Calgary, AB
Edmonton, AB
Toronto (North York), ON
Kitchener, ON
Ottawa, ON
Montréal, QC
Moncton, NB
Dartmouth, NS

Work Type

Hybrid
Full-time

Experience Level

5+ years

Salary/Compensations

$55,000 - $65,000

Benefits

Annual incentive program
Supplementary leave program
Generous vacation days
Personal days
Benefits without premiums
Pension plan

About the Company

Founded in 1896, The Wawanesa Mutual Insurance Company is one of Canada's largest mutual insurance companies, wholly owned by its members, with over $4.1 billion in annual revenue and $12.5 billion in assets.
Wawanesa, headquartered in Winnipeg, is the parent company of Wawanesa Life, which provides life insurance solutions across Canada, and Western Financial Group, a major national distributor of personal and business insurance.
In March 2026, Wawanesa entered into an agreement to acquire Everest Insurance Company of Canada to strengthen its commercial insurance capabilities and advance its long-term growth strategy.
Wawanesa is proud to serve over 1.8 million members and employs over 3,000 people across Canada.
The company actively gives back to organizations that strengthen communities, donating over $4 million annually to charities, including over $2 million annually to support those on the front lines helping communities adapt to climate change.
Learn more at wawanesa.com.

Equal Opportunity

Wawanesa is committed to diversity, equity, inclusion, and belonging (DEIB) and believes our strength lies in our diverse workforce, resulting in a workforce representative of the entire population.
We encourage all qualified candidates to apply, whether they are racialized people, women, Indigenous people, persons with disabilities, members of the 2ELGBTQIA+ community, people of diverse gender identities, and neurodiverse individuals, as well as anyone who can contribute to greater diversification of perspectives and ideas.
We want to ensure our recruitment process is accessible to all candidates. If you require accommodation during the recruitment process, you can confidently email jobs@wawanesa.com.
All applicants for employment at Wawanesa are subject to the policy that applies to employee personal information.
Please note that as part of this recruitment process, AI tools may be used to screen, assess, or select applications. All final decisions are made after review by recruiters and hiring managers, in accordance with all applicable laws.