Setting up member records and ensuring profiles are updated with accurate information by confirming change requests with members and business partners
Creating, updating, and assigning cases and leads to appropriate OMA Insurance teams for handling
Monitoring email inboxes and queues for inquiries, referrals, and sales or consultation requests from members and business partners, ensuring proper handling and distribution
Responding to member inquiries, requests and providing support as needed
Providing and following up with third-party insured members on notification reminders to assist in coverage retention
Informing the sales team of any third-party changes affecting in-force coverage
Checking and handling inbound and outbound mail, and triaging correspondence to applicable internal and external parties
Managing and distributing reports vendor commission statements to the applicable teams
Maintaining and tracking and ordering office supplies, along with providing any additional administrative support as needed
Adhering to agreed-upon OMA Service Level Agreements and 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
Community College Diploma in Business Administration, Office Administration, or an equivalent combination of education and experience
Two to three years of administrative and customer service experience, demonstrating proficiency in office administration practices, systems, and customer interactions
Knowledge and understanding of the insurance industry
Working knowledge of Salesforce CRM
Associate Customer Service (ACS) or Life Office Management Association (LOMA) designation is considered an asset
Demonstrated ability to perform customer service and administrative duties within an insurance environment
Strong organization, communication, time management and interpersonal skills
Proficiency with Microsoft Office Suite (Outlook, Word, Excel, and Teams)
Ability to work independently while also contributing effectively as part of a team
Ability to maintain confidentiality and handle sensitive customer information with discretion
Benefits
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 $46,095
$48,975 plus pension plan and a bonus program
Exceptional group benefits package, including a spending account and a robust wellness program