Elevate your career with BMO as a Client Services Associate, providing expert support for insurance inquiries through various communication channels. Ensure smooth operations while fostering valuable business relationships.
This role requires 2-3 years of relevant experience and a post-secondary degree, focusing on exceptional service delivery for policyholders and partners. Key responsibilities include managing client inquiries, analyzing data, and supporting policy administration for BMO Life Assurance products. You'll collaborate with internal and external stakeholders to meet business objectives and implement process improvements.
Key Responsibilities:
• Answer inquiries with accurate insurance product information
• Process client service and administrative requests efficiently




• Collaborate to deliver on business goals and insight recommendations
• Support change management and develop training tools
• Maintain exact client records across all systems
Requirements:
• 2-3 years of relevant experience in client services
• Knowledge of insurance products and policy contracts
• Strong verbal and written communication skills
• Excellent analytical and problem-solving capabilities
• Good organizational and teamwork skills
Utilize your expertise in customer service, policy management, and analysis as a vital member of BMO's dedicated team.
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📌 Client Services Associate at BMO (Toronto)
🏢 Bank of Montreal
📍 Toronto