Job Description

Administrative Assistant / Receptionist - Home & Auto Insurance Specialist - Pathway to Office Manager

(Belleville Office)

Are you ready to join a high-performing, client-first insurance and financial services agency where excellence is the standard -- not the exception?

We are currently seeking an

Administrative Assistant / Receptionist

with the ambition to grow into a

Home & Auto Insurance Specialist

and ultimately an

Office Manager

. This opportunity is ideal for someone who is professional, positive, steady, and detail-oriented, with a passion for client service and a desire for long-term career growth.

You'll start by delivering outstanding front-line client service and supporting administrative tasks, while training to become licensed in Home & Auto Insurance. Over time, you'll take on increased responsibility in office management, team coordination, and leadership support.

Who We Are

We are a

client-focused, family-oriented agency

dedicated to providing outstanding insurance and financial services. Our philosophy is simple: treat every client as if they were our only client. That means listening carefully, offering personalized solutions, and delivering service that exceeds expectations at every touchpoint.

We believe that success comes from a balance of

professional excellence and authentic care

. As a high-performing team, we pride ourselves on being approachable, adaptable, and solution-driven. Our culture is built on

positivity, collaboration, and trust

-- both with our clients and within our team.

Our reputation in the community is built on consistency, integrity, and professionalism. Clients value us not only for our expertise, but also for the way we make them feel supported and respected. Joining our team means becoming part of a workplace where

client-first service, strong values, and long-term relationships

are at the heart of everything we do.

About You

You are welcoming, professional, and take pride in making an excellent first impression. You are

steady, reliable, and detail-oriented

-- the type of person who can be counted on to get things right. You enjoy serving others, building trust, and delivering outstanding client care. You are organized, structured, and comfortable following established processes and procedures. You bring a

positive, solutions-focused mindset

to everything you do. You thrive in a

team-oriented environment

where collaboration and accountability matter. You are looking for a

career pathway

that blends administrative expertise, insurance licensing, and operational leadership.

Key Responsibilities

Phase 1: Administrative Assistant / Receptionist (0-12 Months)

Welcome and assist clients in person, by phone, and email. Manage reception duties, appointment scheduling, and client intake. Oversee mail distribution, filing, scanning, and office supplies. Process daily billing batches, deposits, and general office paperwork. Monitor and respond to the group email inbox and general client inquiries.

Phase 2: Home & Auto Specialist (12-24 Months)

Complete

OTL licensing

for Home & Auto Insurance (training support provided). Service client requests for policy changes, renewals, and updates. Support the licensed Home & Auto team with applications, documentation, and follow-ups. Backfill for Home & Auto team members as needed.

Phase 3: Office Manager (24+ Months)

Oversee office operations, including vacation scheduling, staffing coordination, and supply management. Organize and coordinate

agency events

, including client appreciation functions, trade shows, and team-building activities. Support payroll and financial recordkeeping processes as assigned. Implement process improvements to increase efficiency. Act as a liaison between staff and leadership, ensuring clear communication and accountability.

Qualifications

2-3 years of administrative, receptionist, or client service experience (insurance experience an asset). Strong organizational skills and attention to detail. Professional phone manner and excellent written/verbal communication. Proficiency with Microsoft Office (Excel, Word, Outlook, PowerPoint); Salesforce/CRM experience an asset. Ability to adapt quickly, multitask effectively, and maintain a positive outlook. Must pass background and credit check requirements.

Compensation & Benefits

Salary range:

$40,000 - $45,000

, commensurate with experience. Comprehensive benefits package. Annual performance-based bonus. OTL licensing support and professional development opportunities. A structured career advancement pathway toward an

Office Manager

role.

How to Apply

If you are excited about the opportunity to start in an administrative role and grow into a leadership pathway with Home & Auto Insurance and Office Manager responsibilities, we would love to hear from you.

Submit your

resume and cover letter

outlining your administrative experience, commitment to professional growth, and why you are the right fit for our team.

About Leading Advisor Inc.

This hiring process is managed by

Leading Advisor Inc.

, a consulting firm that specializes in supporting values-driven financial services agencies with recruitment, leadership development, and business growth. While you'll work directly for our client, we are your first point of contact and are here to ensure a professional and values-aligned hiring experience.

Job Type: Full-time

Pay: $40,000.00-$45,000.00 per year

Application question(s):

Have you worked in the insurance or financial services industry before?
o Yes / No
o (Optional follow-up: Please briefly describe your experience.)

How would you rate your proficiency with Microsoft Outlook, Word, and Excel?
o Beginner
o Intermediate
o Advanced

Have you used a Customer Relationship Management (CRM) system like Salesforce?
o Yes / No
o (Optional follow-up: Please briefly describe your level of comfort with CRM systems.)

Are you willing and able to obtain your Other Than Life (OTL) insurance license within 12-18 months of hire (with full support)?
o Yes / No

Are you looking for a long-term position with the potential to grow into a leadership or management role?
o Yes / No

How do you approach making a strong first impression on clients or colleagues? (Open Text) Why do you believe you are a good fit for this role in a high-performing, professional office environment? (Open Text) This role is based full-time on-site in Belleville, Ontario. Are you able to work on-site every day?
o Yes / No

Please provide a brief written response introducing yourself and explaining why you're interested in this position. (Open Text) How many years of administrative, receptionist, or client service experience do you have?
o Less than 1 year
o 1-2 years
o 3-5 years
o 6+ years

Work Location: In person