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BMO Financial Group

Customer Support Representative, BMO Insurance

RemoteCanada only
Published
Role
Support
Company size
Enterprise
CAD 38.5k–CAD 71k/yr
Check eligibility

Open to CA only. Set where you work from to check your eligibility.

No BS summary

Customer support representative for group insurance at BMO Insurance. Client-facing role handling inbound/outbound contacts, guiding clients through digital applications and travel insurance enrolment. Canada-based / remote (Canadian hiring) with strong customer-service skills and CRM experience.

Core skills

customer serviceCRM platforms

Required skills

digital engagement channelscommunicationinterpersonal skills

Optional skills

experience in customer retentioncomplaint resolution

Required languages

English

What you'll do

  • 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.

What they require

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

Benefits

  • Competitive compensation, benefits, and incentive structure
  • Continuous learning and development opportunities, with access to BMO’s extensive training resources
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Inclusive, equitable and accessible workplace; accommodations available on request

BMO is a financial group focused on business and life, serving customers, communities and people, and powering economic growth around the world.

🇨🇦 CanadaBankingEnterprise
CAD 38.5k–CAD 71k/yr