JOB SUMMARY
At GoToInsure, we’re more than a growing insurance brokerage serving the Atlantic Provinces — we’re building a workplace where people genuinely want to be. Proudly powered by Synex, our culture is deeply rooted in our values of Teamwork, Customer Service, Integrity, Respect, Above & Beyond, and Commitment.
We offer a competitive total compensation plan, which includes an employer matched retirement plan and comprehensive employee benefits. Every employee receives their birthday off, and benefit from a company-wide holiday break between Christmas and New Year’s to support work-life balance.
Growth and opportunity are part of our focus as an organization — we actively invest in training and development, empowering employees to take the next step in their careers. We actively work towards celebrating successes and showing appreciation through meaningful recognition which reflects individual contributions.
Beyond the workplace, we foster a strong sense of community and belonging. Our inclusive environment encourages employee engagement and makes space for everyone to thrive.
At GoToInsure, we’re proud of the culture we’ve built & continue to build upon — one that values people first, supports personal and professional fulfillment, and truly sets us apart.
We are currently seeking a highly motivated and competent individual to join our Saint John, NB location as a Receptionist/Processor to provide excellent customer service to clients, business partners and general public. As an integral member of the team, you will be the face of the company/branch, adding to the professionalism of the office by bringing the highest level of expertise in administrative skills and demonstrating a superior level of customer service.
JOB RESPONSIBILITIES
Reception
- Answer all incoming calls, transfer calls and/or take messages;
- Greet customers, vendors and business partners and provide customer service;
- Take customer payments and create receipts;
- Prepare and make daily bank deposit;
- Enter data into broker/company interface;
- Receive all incoming/outgoing faxes and distribute them;
- Open, sort, and distribute mail;
- Scan claims opening/closing notices – assign to Claims department;
- Scan/attach daily mail, re-abeyance to Account Managers;
- Liability cards;
- Maintain A-Bill renewal holding folder;
- Maintain office supplies;
Processor
- Enter information into the Insurance Company database as per policy change form requested by Broker
- Review and ensure accuracy of policy documents verifying that all questions have been answered from the policy change request;
- Transact billing to customers
- Prepare policy documents and invoices to be sent to client;
- Review documents/transactions as per requested by accounting dept.;
- Review accounts receivable sending out customer statements when needed;
Perform other duties as assigned.
QUALIFICATIONS
- Experience in Administrative work & Customer Service;
- Good verbal and written communication skills;
- Experience in Processing considered an asset;
- Bilingualism (English and French) considered an asset;
- Working knowledge of Microsoft Office;
- Strong organizational skills, flexibility, and an ability to work in a fast-paced environment;
- Able to pass a criminal record check;
- Willing to study and take CAIB 1 exam;
- Strong attention to details;
- Self-starter, highly motivated, client focused and team player.
WORK ENVIRONMENT
- Employees work a 35 hour work week (Monday to Friday 8:30 am to 4:30 pm).
- In office
We welcome applications from all interested individuals; however only those candidates selected for an interview will be contacted.
Job Types: Full-time, Permanent
Benefits:
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Vision care
Experience:
- Processing/Data Entry: 1 year (preferred)
- Receptionist: 1 year (preferred)
Language:
Work Location: In person
