Job Description

Job Title

Business Development Admin

Reports To

Business Development Manager

Finalized

February 3, 2025



By: Barb Dinnage

Position Overview

This position is part-time for up to 20 hours per week located at the Lindsay Office at 270 Kent Street. The core responsibilities of the Business Development Admin include customer service over the phone and in person to all insurers, agents, customers, and visitors of HTM Insurance. This role is also responsible for directing calls, managing all incoming and outgoing correspondence.

Position Responsibilities

Reception and Switchboard (20%)

Telephone system Answer calls and transfer calls to the appropriate person Respond to general inquiries where possible Review and forward voicemail messages

Greet all incoming visitors to HTM; direct them to the appropriate person Process premium payment Ensure coverage of phones and desks

Manage all Incoming and Outgoing Correspondence (20%)

Process mail and courier, and distribute it to the appropriate person

Forward all faxes to the appropriate person

Open envelopes forward bills, payments, and claims information to Cobourg by courier

Take mail to the post office

Additional Duties (10%)

Supply Orders


o Staples: office supplies



o Office Central: office supplies and printer paper


Ensure the mail room is stocked with envelopes, paper and other supplies; restock cabinets where needed, and ensure the printer/photocopier is full of paper and toner

Return empty ink cartridges

Ensure tidiness and organization of the front desk, lobby, entrance areas, supply cabinet, and meeting room

Administrative Support (50%)

Support for all HTM Business Development Dept.

Tasks set up in Cognition+ system

Abeyance support

Asset

Education Level

High School



College or University

Major Subjects/

Specialties

Business administration, computer skills, customer service

Type of Experience

Reception, Customer Service, Administration, Switchboard

Years of Experience

2 - 3 Years

Knowledge required to perform duties:

Computer skills



Understanding of the insurance industry for Mutuals

Skills and abilities required to perform duties:

Superior communication skills (written & verbal)



Time management and organizational skills



Superior customer services skills



Ability to manage multi-line switchboard



Ability to prioritize and meet deadlines daily


Flexibility



Ability to work effectively with a variety of people

Equipment required to perform duties:

Standard office equipment

Key Relationships

Reports to:

Business Development Manager

Works with:

All employees at HTM

Line Manages:

Nil

External

Agents



Policyholders



Third Party Contractors



Visitors to HTM



Suppliers/Vendors



Couriers/Canada Post