ID: 17644


Whitley Insurance & Financial Services - Trenton, ON



  • 1+ years of reception/front desk experience
  • Professional in dress code and demeanor
  • Excellent ability to communicate effectively, both in oral and written form
  • Strong interpersonal skills with the ability to build effective working relationships with all levels of an organization and with external stakeholders
  • Diplomatic with ability to exercise confidentiality
  • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
  • Ability to work in a fast paced/team environment with excellent organizational skills
  • Team player, willing and able to adapt to change
  • Proficient in MS Office Suite (Word, PowerPoint, Excel)
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Position Requirements

Whitley Insurance and Financial Services is looking for a friendly and reliable Receptionist reporting to the President. The successful candidate will be responsible for performing a number of administrative duties which include reception and mail duties. The successful candidate will be highly professional, and capable of managing their work load and prioritizing tasks in a fast-paced corporate environment. This is an excellent opportunity to join a growing company that offers competitive compensation.


  • Help the Processing Team with renewals as time permits
  • Other administrative tasks as required


  • Greet visitors and inform the applicable Account Manager of the visitors’ arrival
  • Ensure that clients are referred to their applicable Account Manager/ Account Executive in a timely manner
  • Any documents / information must be provided directly from the client to their servicing Account Manager, unless an exception is made by the applicable Account Manager/ Account Executive
  • Communicate directly via phone, email or in-person with internal employees and provide reliable and timely resolutions to their inquiries
  • Communicate via phone, email or in-person with external vendors in a professional and courteous manner
  • Ensure all incoming mail/couriers/Purolator reach appropriate person in a timely manner
  • Coordinate all outgoing mail/ICS (courier) or Purolator items, and ensure they are sent out on time
  • Responsible for taking clients’ payment
  • Update “In/Out Boards” both on the wall and on the computer for all to view
  • Process new MVR, Autoplus, & HITS requests throughout the workday
  • Ensure that reception area is well-maintained and covered at all times
  • Coordinate with alternate Account Assistant’s if coverage is required at the reception desk
  • Input new or updated Claim information into Epic based on Claim Reports from Company

Type of Job: Full Time,

Hourly Wage/Salary: To be discussed

Hours: Full-time

Closes: Feb 18, 2022


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