Customer Support Representative, Advisory Services
$54,965–$58,400 year
HybridToronto, Ontario, Canada
Job Summary
Respond to daily member inquiries regarding OMA Insurance products, investigate and resolve escalations with external partners, and guide physicians through insurance processes and digital tools. Collaborate with internal teams and advisors to support business development initiatives and ensure accurate documentation of interactions within Salesforce. Educate members on coverage value to support retention while maintaining high service standards and adhering to established agreements. Act as a trusted resource for physicians and their families, delivering personalized service in a remote environment with occasional travel to Toronto.
Required Qualifications
- 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
- Strong verbal and written communication, and problem-solving skills
- This position is classified as remote
- There may be limited, occasional travel to the Toronto office for meetings, or to attend work events
Desired Qualifications
- Background in wealth management, investments, insurance, property and casualty insurance, or individual life insurance is considered an asset
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