Build Your Future with Oegema, Nicholson & Associates
With a reputation for the development of innovative insurance and financial product and service solutions, Oegema, Nicholson & Associates welcomes serious inquiries from professionals who share our company’s core values.
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Available Positions
Position: Part-Time Accountant
Office Location: Woodroffe
Interested candidates are invited to submit their resumes in confidence to joegema@ona.ca
Position Overview
Responsible for accounting operations, risk management, and cash management. Perform internal financial reporting, reconciliations, and streamline accounting and banking processes. Maintain an adequate system of accounting and ensure all procedures comply with generally accepted accounting principles.
- Prepare Agency Bill monthly payments and payables checklist
- Prepare operating payables on a regular basis
- Perform daily banking downloads and updates to the GL
- Accept daily Trust Account deposits of all types
- New business billings confirmations
- Petty Cash reconciliations and cheques as required
- First Insurance Funding transactions as required
- Generate weekly cash receipts report
- Create and modify various spreadsheets
- Carry out Direct Bill account reconciliations
- Month end duties — client statements/insurer statements
- Financial bookkeeping/accounting duties
- Issue cheques as necessary
- Attend to and follow up on emails and phone calls
- Respond to information requests from management
- Correspond with employees to answer queries and requests
- Monitor office supplies and order as necessary
- Other duties as required
- Bachelor’s degree in accounting or finance plus a general accounting designation such as CPA/CGA
- 5+ years of accounting experience
- Proficiency in data entry and written correspondence, including complex spreadsheets
- Online banking proficiency
- Experience with specialized management system software (QuickBooks, PowerBroker)
- MS Office Applications
- Excellent oral and written communication
- Strong accuracy and attention to detail
- Mathematical skills including the ability to calculate percentages, ratios, averages, and premium rates
- Problem solving and time management capabilities
- Highly organized
Positions: Account Manager, Commercial Lines
Office Location: Woodroffe
Interested candidates are invited to submit their resumes in confidence to joegema@ona.ca
Position Overview
Provide exceptional service to current and prospective commercial clients while building strong relationships and maintaining high retention. Responsible for the successful management of commercial insurance accounts, working closely with Account Executives to create insurance plans that protect client businesses and reduce risk.
- Build strong client relationships to understand business needs and recommend insurance solutions that protect operations and reduce risk
- Handle all account transactions including applications, proposals, summaries, endorsements, certificates, binders, and cancellations
- Prepare clear and concise proposals and correspondence for clients
- Work closely with Account Executives and teammates to achieve strategic account goals
- Identify growth opportunities within existing accounts
- Interpret policy wordings and legal agreements/contracts to ensure appropriate coverage
- Calculate premium rates, percentages, ratios, and averages using established formulas
- Maintain accurate records in the broker management system
- Issue certificates of insurance and confirmations of coverage as required
- Market new business and re-market renewals to various insurers
- High School Diploma + RIBO licensing
- Experience working in a Commercial Lines Insurance Broker role
- Experience with insurance brokerage policy management and quoting software (Applied, Power Broker, Quotey), insurance company portals, and MS Office applications
- Exceptional customer service capabilities
- Strong interpersonal communication skills
- Excellent oral and written communication skills
- Strong organizational and time management skills
- Policy and/or legal agreement/contract interpretation skills
- Mathematical skills (calculate percentages, ratios, averages, premium rates, use of formulas and pre-established equations)
- Relationship management capabilities
- Competitive salary: $65,000 to $90,000 based on experience, plus annual bonus program
What Our Clients Are Saying
Real stories from people who trust
Oegema, Nicholson & Associates Insurance
“One call to Oegema, Nicholson & Associates is all it took. After our basement flooded, within a day or two they had a crew cleaning everything up, taking down the drywall and itemizing everything to be cleaned, thrown out or restored. They had everything in place for us in a timely manner and were extremely patient with me as they talked me through the process and waited for me to make decisions.”
Jennifer Parks, Stittsville, Ontario
“I’ve been dealing with ONA for over 20 years with my personal insurance, as well as our commercial insurance, and I know I can rely on them for great customer service, and prompt responses. I feel confident not only referring them to my employees, but to our customers as well.”
Charlene Brunet, Butler Group of Company
“ONA helps me with my personal insurance and my business insurance. They are my one stop shop when it comes to insurance and group benefits. I know I’m covered in all areas. Great friendly service and knowledgeable staff!”
James Carriveau, President, Exact Interlock and Exact Properties
“It’s always a pleasure to deal with Oegema, Nicholson & Associates, and I can depend on them for all my insurance needs. I have been a client for several years and whether it’s regarding my personal insurance, or anything to do with our employee benefits or commercial needs, I know I’m taken care of.”
Rhonda, Capital Dodge
“I would like to thank Carol for everything she has done for me and my family over the years. It is my honest belief that we would not be in the position we are in if it was not for her guidance, expertise and honesty. We can’t begin to thank her enough.”
Tim
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Insuring Individuals and Businesses in Ottawa and Beyond
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