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Insurance Advisor
Location:
Toronto
Description:
Are you looking to join one of Greater Toronto’s Top 2023 Employers? 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 will support the OMA Insurance Department by working closely with OMA members to analyze their insurance and retirement needs. The Insurance Advisor sources new relationships while deepening existing one with the OMA membership. They do so by proactively reaching out to members to deliver a unique member experience that comprises of tailored insurance and retirement solutions that meets the needs of OMA members at every stage of their life and career. The approach is simple, ensuring to create a lasting relationship that ensures on-going support to the member. Additionally, the Insurance Advisor is the primary point of contact for member inquires and will handle all inbound and outbound calls and emails from members, preparing recommendations for members, while ensuring completion and submission of insurance applications, along with other disclosure forms as required by the regulators. The insurance advisor will have knowledge of retirement products such as RRSP, TFSAs and RRIF to ensure support of member inquires as it relates to retirement planning. You Will Make a Difference By Working within a team-based approach in a busy insurance department you will contribute by proactively outreaching to members to complete the needs analysis, presenting concepts, composing and presenting detailed written solutions/recommendations. Completing and submitting insurance applications and other necessary disclosure documents to ensure complete compliance during the new business process. This includes providing follow-up to members to complete. Visit ListedBuy for more information.
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More About this Listing: Insurance Advisor
Insurance Advisor is a Insurance Jobs Insurance Agent Job at Ontario Medical Association located in United States. Find other listings like Insurance Advisor by searching Oodle for Insurance Jobs Insurance Agent Jobs.
Insurance Advisor is a Insurance Jobs Insurance Agent Job at Ontario Medical Association located in United States. Find other listings like Insurance Advisor by searching Oodle for Insurance Jobs Insurance Agent Jobs.