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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in client engagement and support for group insurance products, utilizing digital tools and CRM platforms to enhance customer experience while adhering to compliance standards.
Highest-signal resume keywords
Bilingual Proficiency (French/English)Customer Service ExperienceStrong Communication SkillsDigital Tools ProficiencyResults-Oriented Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Interpersonal SkillsClient-First MindsetAbility to Explain Information ClearlyGrowth MindsetComplaint Resolution
Tools & Technologies
CRM PlatformsDigital Engagement Channels
Industry Keywords
Group Insurance ProductsClient ExperiencePerformance MetricsRegulatory GuidelinesCompliance Standards
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 product offerings, market trends, regulatory changes, and competitor activity
- Ensure accurate documentation of client interactions in accordance with compliance standards and audit requirements
- Champion BMO’s values and maintain integrity and professionalism in every client interaction
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
- Adherence to regulatory guidelines and internal policies
- No advisory services may be provided
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
- In-depth training and coaching
- Manager support and network-building opportunities
- Accommodations available on request for candidates taking part in all aspects of the selection process