Bilingual Customer Support Representative, BMO Insurance

BMOVIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO, PE
CA$36,600 - CA$67,500Remote

About The Position

At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs. This role offers an exciting opportunity to contribute to a growing area of the business while building valuable experience within one of Canada’s leading financial institutions. As a Bilingual Customer Support Representative, you will play a key role in supporting clients as they navigate their insurance options. You will provide clear information, guide clients to the appropriate digital tools, and ensure a seamless and efficient experience.

Requirements

  • 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.

Nice To Haves

  • Experience in customer retention, complaint resolution is an asset.

Responsibilities

  • 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 their applications through digital platforms, ensuring a smooth and efficient process.
  • Support the enrollment of customers in travel insurance by guiding them through the required steps and ensuring a seamless client experience.
  • 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 as needed.
  • 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.
  • Adhere to all regulatory guidelines and internal policies while ensuring no advisory services are provided.
  • Ensure accurate documentation of all client interactions in accordance with compliance standards and audit requirements.
  • Champion BMO’s values and ensure a high standard of integrity and professionalism in every client interaction.

Benefits

  • health insurance
  • tuition reimbursement
  • accident and life insurance
  • retirement savings plans
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