An established insurance and financial services organization is seeking a professional, organized, and detail-oriented Receptionist & Insurance New Business Coordinator to join its team.

This position combines front-desk reception, office administration, and support for a network of independent financial advisors. The successful candidate will play an important role in maintaining smooth daily operations, coordinating communications with insurance companies, and ensuring that administrative requests are handled accurately and efficiently.

We are looking for someone who is dependable, takes ownership of their responsibilities, and enjoys working in a professional, collaborative environment.

Key Responsibilities

Front Desk & Office Administration

- Answer incoming calls, greet visitors, and direct inquiries appropriately.
- Manage office correspondence, mail, couriers, supplies, and general administrative needs.
- Provide administrative support to the office team and maintain organized records.

Insurance New Business & Advisor Support

- Coordinate communications and documentation between financial advisors and insurance companies.
- Review insurance applications and supporting documents for administrative completeness and accuracy; enter applications into the back-office system and track their progress through completion.
- Monitor pending applications, follow up on outstanding requirements, and track requests through completion.
- Access insurance company portals, retrieve documents, and update internal records.
- Handle confidential information professionally, verify details carefully, and promptly identify or escalate discrepancies.

Qualifications & Experience

Required

- Previous experience in office administration, reception, or administrative coordination.




- Excellent organizational skills and strong attention to detail.
- Professional telephone manner and strong verbal and written communication skills.
- Proficiency in Microsoft Outlook, Word, Excel, and general office applications.
- Ability to manage multiple tasks, prioritize deadlines, and maintain accurate records.
- Ability to work independently and collaboratively in a small team.
- Demonstrated reliability, professionalism, and discretion when handling confidential information.

Preferred

- Experience working in the insurance or financial services industry.
- Familiarity with insurance applications, underwriting requirements, or insurance company portals.
- Experience supporting financial advisors or coordinating insurance new business submissions.
- Familiarity with Equisoft or similar customer relationship management systems.

What Makes Someone Successful in This Role?

We are particularly interested in individuals who take pride in producing accurate, high-quality work.

The ideal candidate is someone who:

- Pays close attention to details and consistently checks their work.
- Takes responsibility for assigned tasks and follows through without constant reminders.
- Communicates clearly, courteously, and professionally.
- Recognizes when information is missing or incorrect and takes appropriate action.
- Maintains composure and organization when managing competing priorities.
- Demonstrates initiative,



sound judgment, and a willingness to learn.
- Is receptive to feedback and committed to continuous improvement.

What We Offer

- Competitive compensation based on experience.
- A stable, professional, and collaborative office environment.
- Training and opportunities to develop knowledge of insurance administration.
- The opportunity to work with experienced professionals and independent financial advisors.
- A workplace that values accountability, respect, teamwork, and professional development.

How to Apply

Interested candidates are invited to submit their résumé and a brief cover letter outlining their relevant administrative experience.

Please highlight any experience with insurance administration, advisor support, or managing high volumes of correspondence and documentation.

Only candidates selected for further consideration will be contacted.

We are an equal chance employer committed to fair and inclusive hiring practices. Accommodation is available throughout the recruitment process upon request.

Pay: $42,000.00 per year

Benefits:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Vision care

Application question(s):

- What level of experience do you have using Equisoft or a similar customer relationship management (CRM) system?
- How would you rate your proficiency with Microsoft Outlook, Word, Excel, and other general office applications? Advanced, Intermediate, Basic, No experience.
- How much experience do you have working in the insurance or financial services industry? 3 or more years, 1–2 years, less than 1 year, or no experience.

Licence/Certification:

- LLQP license (preferred)

Work Location: In person

📌 Receptionist & Insurance New Business Coordinator (North York)
🏢 Alliance Financial Group
📍 North York