Provide first point of contact for our internal advisory and education team to connect with members in support of their inquiries related to OMA Insurance products and services
Respond to daily member queries and requests, handling the investigation and resolution of escalations with various insurance partners for timely resolution of inquiries
Educate members on the value of their insurance coverage and available options before they consider cancelling
Help members better understand their benefits and identify solutions that support their changing needs
Coordinate outreach activities and assist OMA Insurance Advisors with service-related requests
Accurately document member interactions, service requests, complaints, and resolutions within Salesforce
Maintain high levels of accuracy, attention to detail, and professionalism in all interactions
Act as a proud ambassador of OMA Insurance and the Ontario Medical Association

Community College Diploma in Business Administration or equivalent
Minimum four to five years of relevant customer service experience, preferably within the insurance or financial services industry
Experience supporting clients, advisors, or sales teams in a service-oriented environment
Solid foundation in life, disability, group benefits, individual insurance, and retirement products, with a strong customer service focus
Working knowledge of Salesforce CRM, Microsoft 365 Office Suite, and AI tools such as Microsoft Copilot
LLQP designation is considered an asset
Experience handling complex member inquiries related to group health, dental, life insurance, retirement products, and other services offered through OMA Insurance
Ability to perform customer service and administrative duties related to insurance and retirement products with a high degree of accuracy and attention to detail
Experience supporting Advisors through client service, administrative, and business support activities
Demonstrated ability to work effectively in a fast-paced sales and service environment
Background in wealth management, investments, insurance, property and casualty insurance, or individual life insurance is considered an asset
Strong verbal and written communication, and problem-solving skills

A fantastic opportunity to grow with the team and help shape the strategic direction of the OMA, its members, and the health-care system
A commitment to growth and development through paid professional development and continuous in-house learning
A friendly and flexible hybrid work environment
Competitive total rewards package including a hiring salary range of $54,965
$58,400 plus pension plan and a bonus program
Exceptional group benefits package, including a spending account and a robust wellness program

Customer Support Representative – Advisory Services

Key skills