Customer Support Representative, Advisory Services

Job Summary

How You Will Make a Difference

• Respond to physicians and their families regarding OMA Insurance products and services.
• Resolve member concerns, service issues, and escalations with internal teams and external insurance partners.
• Guide members through insurance processes, online portals, and digital tools.
• Educate members about coverage, benefits, available options, and solutions for changing needs.
• Support member retention through thoughtful, personalized service.
• Coordinate advisor outreach and service-related requests.
• Support business-development and member-engagement activities.
• Document member interactions, requests, complaints, and resolutions in Salesforce.
• Adhere to service standards and Service Level Agreements.
• Maintain accurate, professional interactions as an OMA Insurance ambassador.

Requirements

• Community College Diploma in Business Administration or equivalent.
• At least 4 to 5 years of relevant customer-service experience, preferably in insurance or financial services.
• Experience supporting clients, advisors, or sales teams in a service-oriented environment.
• Knowledge of life, disability, group benefits, individual insurance, and retirement products.
• Working knowledge of Salesforce CRM, Microsoft 365, and AI tools such as Microsoft Copilot.
• Experience with complex inquiries involving health, dental, life insurance, retirement products, and related services.
• Strong accuracy, attention to detail, communication, and problem-solving skills.
• LLQP designation is an asset.
• Relevant wealth management, investments, or insurance background is an asset.

Work Environment

• This is a permanent hybrid work environment.
• The successful candidate must work a minimum number of days in the Toronto office.

Benefits and Rewards

• Competitive total rewards include a hiring salary range of $54,965 to $58,400, pension plan, and bonus program.
• Benefits include a group benefits package, spending account, wellness program, and paid professional development.

Employment Conditions

• Background checks and reference checks are conducted as a condition of employment.