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About the role
Key responsibilities & impact- Engage with BMO bank clients through inbound and outbound channels to support group insurance products
- Provide general information on group insurance products and guide clients to appropriate online resources and tools
- Direct clients to complete applications through digital platforms
- Support customer enrollment in travel insurance by guiding them through required steps
- Meet and exceed performance metrics, including call handling, client experience, and service quality standards
- Utilize internal systems and tools to track interactions and support client follow-ups
- Identify opportunities to enhance the client experience through effective communication and service
- Stay current on BMO Insurance products, market trends, regulatory changes, and competitor activity
- Adhere to regulatory guidelines and internal policies while ensuring no advisory services are provided
- Accurately document client interactions in accordance with compliance standards and audit requirements
- Champion BMO’s values and maintain integrity and professionalism in client interactions
Requirements
What you’ll need- English and Bilingual (French/English) proficiency is required
- Previous experience in customer service, sales, or contact center environments is preferred
- Strong communication and interpersonal skills with a client-first mindset
- Ability to clearly explain information and guide clients through processes
- Comfortable using digital tools, CRM platforms, and virtual engagement channels
- Results-oriented with the ability to work in a fast-paced, performance-driven environment
- Growth mindset with a genuine passion for continuous learning and career advancement
- Experience in customer retention and complaint resolution is an asset
Benefits
Comp & perks- Competitive compensation, benefits, and incentive structure
- Continuous learning and development opportunities
- Access to BMO’s extensive training resources
- Dynamic, inclusive, and collaborative culture
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- Accommodations available on request for candidates taking part in all aspects of the selection process