Manager, Licensed Insurance Associates

at  Ontario Medical Association

Are you looking to join one of Greater Toronto’s Top 2024 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 is responsible for managing the sales and administrative activities handled by the Licensed Insurance Assistant team to ensure growth goals, sales management, effective and efficient service to members, facilitating issue resolutions and adherence to compliance requirements.

HOW YOU WILL MAKE A DIFFERENCE

• Managing the day-to-day activities of the Licensed Insurance Assistant team, assigning and directing work, scheduling, and prioritizing work assignments, monitoring workloads and performance to ensure ongoing work quality and adherence to guidelines, policies and procedures, resolving issues, and conducting performance reviews
• Accountable for the achievement of Key Performance Indicators by measuring and interpreting trends, and patterns and seeking causes for them; communicating and taking corrective actions and adjustments when needed
• Facilitating the training of licensed insurance assistants, identify training and development opportunities, provide feedback and coaching
• Overseeing the sales, compliance, and business development activities, and provide operational support on all areas of sales, sales force entries, and requirements for the complete end-to-end member experience. Offer guidance to ensure compliance consistency with advice and process for OMA members and their families.
• Monitoring and maintaining high levels of compliance, accuracy and sales process consistency and stay up to date on compliance with all industry and regulations and contractual obligations.
• Providing guidance and advice in the resolution of complaints and escalated administrative or claim issues, mediating with insurers and other business partners to resolve issues, discrepancies, and member complaints.
• Supporting the Compliance team to identify root causes of errors and recommend process improvements to address concerns and enhance member experience
• Advocate and when required, respond to members who share insurance survey feedback on products and services provided by OMA Insurance staff or other business partners.
• Providing oversight of the services delivered by our group plan administrator and other business partners servicing our members to ensure that service is being met according to OMA Insurance agreed-upon service standards and service level agreements
• Developing and maintaining strong working relationships with internal and external stakeholders to understand and leverage opportunities to deliver high-quality service to members, monitor service delivery for continuous improvement and actively participate and provide critical input into initiatives that will improve member experience and processes.

REQUIREMENTS THAT ARE IMPORTANT TO US

• Undergraduate Degree
• Minimum 6 years experience of managing a team of sales professionals
• LLQP (Life License Qualification Program) required
• Knowledge and understanding of the insurance industry
• Working knowledge with Salesforce CRM system
• Some investment or annuity knowledge would be an asset
• FLMI (Fellow Life Management Institute), CLU (Chartered Life Underwriter) and CFP (Certified Financial Planner) considered an asset.
• Thorough knowledge of life and health insurance and group products and acceptable insurance practices. Experience in consultative sales in a client-based environment is required.

Please refer the Job description for details