Licensed Insurance Associate

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The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients. We continually seek to be the trusted voice in transforming Ontario’s health-care system by courageously pursuing best practices, new ideas, solutions, and opportunities to improve.

Job summary
This position is responsible for sales and supporting the OMA Insurance Advisory and Education & Engagement teams with developing relationships with physicians to distribute group products and respond to daily queries and requests.

How you will make a difference

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.

Requirements that are important to us

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

The OMA has moved to a permanent hybrid work environment. As such, the individual in this position will be required to work a minimum number of days in our Toronto office.

What do we have to offer you?

A work environment whose values are to be respectful, bold, responsive, and transparent in our work and our behaviours

A fantastic opportunity to grow with the team and help shape the strategic direction of the OMA, its members and the health-care system

An organization that is committed to the equity, diversity and inclusion principles of humility, accountability, collaboration, courage and integrity

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 $65, - $69, plus pension plan and a bonus program

Exceptional group benefits package, including a spending account and a robust wellness program

An organization that has been recognized as a for six consecutive years.

As a condition of employment, OMA conducts background checks and reference checks for all open positions.

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We're excited to share this opportunity, which is for an existing vacancy on our team. Kindly be advised that our recruitment process does not involve the use of Artificial Intelligence.