Senior Client Service Representative

BMO•Toronto, ON

7d•Onsite

About The Position

This job posting is for a current vacancy - this is a contract position. 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 BMO Estate Insurance Advisory Services and our business partners. 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 in order 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Requirements

Typically between 2 - 3 years of relevant experience
Post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
In‐depth knowledge about life insurance products, process, policies and practices is an asset.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Responsibilities

Provides accurate and professional service by telephone, written mail or e-mail.
Supports administrative requirements to ensure the smooth operation of the unit.
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 in order 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.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.