Bilingual Client Service Associate

Bilingual French/English

Provides accurate and professional service by telephone, written mail or e-mail. Supports administrative requirements to ensure the smooth operation of the unit. Service provided for one of the different insurance channels that offer BMO Life Assurance products, and includes either policy holders, prospects and infinity partners, or managing general agencies (MGAs), distributors, brokers and policy holders or creditor insurance customers.

Key Responsibilities:

• Seeks, recognizes and acts upon opportunities to expand business relationships.
• Answers inquiries and provides accurate information about insurance products.
• Responds to information requests and follows established protocols.
• Resolves issues escalating as required.
• Processes client service requests and administrative requests according to established procedures and policies and submits as required for approval.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Analyzes data and information to provide insights and recommendations.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Examines all official documents in advance of completing required forms to ensure appropriate authorization is available and follows established guidelines and procedures.
• Performs defined policy administration tasks and submits for approval as required.
• Supports the development of tools and delivery of training focused on delivering business.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Follows established procedures in all communications with clients – by phone, e-mail or written – to ensure that compliance requirements are met for all scenarios. Creates and maintains computer records on all systems to ensure accuracy of client information. Recommends workflow improvements to deliver a more efficient operation.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Bilingual (English/French).
• Rotation shift 8:30 to 4:30/9:00 to 5:00/10:00 to 6:00.
• Typically, between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• In‐depth knowledge about products, process, policies and practices preferred but not required.
• Working understanding of policy contract wording & interpretation preferred but not required.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem-solving skills - Good.

Compensation & Benefits:

• Salary: $37,500.00 - $69,500.00
• Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.