Receptionist/Sales Support

DPB Insurance & Financial Services - Oakville, ON (30+ days ago)

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The Receptionist/Sales Support individual is responsible for providing front desk reception and administrative duties including a welcoming atmosphere for greeting guests, answering the phones, light bookkeeping and administrative support to the sales team, among other duties.


The Receptionist/Sales Support person reports directly to the Broker and is responsible for providing light bookkeeping, clerical and administrative sales support in an effective and efficient manner in order to maintain and improve the overall sales process.

Primary Duties & Responsibilities

  • Perform basic bookkeeping, filing and administrative duties
  • Point of contact for Accounts payable/receiving
  • Answer all incoming calls and handle caller’s inquiries as required
  • Book and confirm appointments
  • Order and maintain office supplies
  • Receive and arrange for delivery of all mail and courier packages
  • Maintain all internal/external databases
  • Handle all office marketing duties
  • Provide Sales support to Sales Associate
  • Perform other related duties as Required

Skills & Qualifications:

  • Proficient in Microsoft Office applications (Excel, Outlook, Word etc.)
  • Excellent oral and written communications skill
  • Strong Organizational skills
  • Ability to Multi-Task
  • Strong interpersonal skills
  • Works well within a Team Environment
  • Excellent Customer Service skill is a must


  • Minimum 5 years Reception/Administration experience
  • Experience in Life & Benefits Insurance Industry is an asset

Must be available Monday - Friday

Job Type: Full-time


  • Reception/Administrative: 5 years (Preferred)
  • Life Insurance: 2 years (Preferred)


  • English (Preferred)