jazzhr
Licensed Insurance Associate
Ontario Medical Association
Toronto, CAN
Full-time
Mid · 2+ years experience
Hybrid
CAD 65400-69490 yearly / year
Discovered 3 weeks ago
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- Building and maintaining strong working relationships with physicians; review all new leads to determine qualification status and confirm potential for sale or consultation, acknowledge and follow up on the lead and compliance documentation.
- Recommending OPIP and Group Health & Dental OMA insurance solutions to address needs and ensure physicians and their families have adequate and applicable insurance coverage, analyze current coverage, explain options, and refer members to Advisors for all other products.
- Facilitating timely completion and approval of group applications, clarifying information, providing quotes, and addressing concerns and needs.
- Proactively performing OMA member outreaches and campaigns to generate leads and create opportunities through to application completion.
- Providing service support as escalated by partners for members on group and third-party insurance applications when required
- Assisting the Customer Support Representative team with the overflow of service requests by addressing member concerns and needs
- Gathering, document and handle member and service-related, product, administrative and process matters, complaints and escalations, and follow up on actions taken to resolve issues; provide a clear and concise response to member.
- Adhering to all OMAI compliance requirements and agreed-upon Service Level Agreements ensuring information accuracy based on member service requests using proper activity settings
- Presenting as a good brand ambassador of the OMA who displays professionalism, courteousness, patience, and understanding when dealing with our members.
- Community College Diploma in Business Administration or equivalent
- Ability to perform sales and administrative duties
- Two to three years experience in a licensed sales and administration support position in a branch, life insurance agency office or life insurance company
- Knowledge and understanding of the insurance industry
- Some investment or annuity knowledge would be an asset
- Working knowledge with Salesforce CRM system
- LLQP (Life License Qualification Program) is required
- CLU (Chartered Life Underwriter) and CFP (Certified Financial Planner) is considered an asset
- Group benefit knowledge
- A work environment whose values are to be respectful, bold, responsive, and transparent in our work and our behaviours
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