jazzhr
Customer Support Representative, Advisory Services
Ontario Medical Association
Toronto, CAN
Full-time
Mid · 4+ years experience
Hybrid
CAD 54965-58400 yearly / year
Discovered 3 weeks ago
SalesforceMicrosoft 365Microsoft Copilot
Free
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Key Skills for This Role
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- Serving as a trusted resource for physicians and their families by responding to inquiries regarding OMA Insurance products and services.
- Investigating and resolving member concerns, service issues, and escalations by collaborating with internal teams and external insurance partners.
- Guiding members through insurance-related processes and assist them in navigating online portals and digital tools.
- Communicating clearly and professionally to ensure members receive timely and accurately information.
- Educating members on the value of their insurance coverage and available options before they consider cancelling.
- Helping members better understand their benefits and identify solutions that support their changing needs.
- Contributing to member retention efforts by delivering thoughtful, personalized service.
- Supporting OMA Insurance Advisors by coordinating outreach activities and assisting with service-related requests.
- Ensuring advisors have the information and support required to deliver exceptional member experiences.
- Helping facilitate business development initiatives and member engagement activities.
- Accurately documenting member interactions, service requests, complaints, and resolutions within Salesforce.
- Adhering to established service standards and Service Level Agreements.
- Maintaining high levels of accuracy, attention to detail, and professionalism in all interactions.
- Acting 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.
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