Customer Support Representative, BMO Insurance
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 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
- 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
