New Business Associate - Toronto, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

60 Yonge Street Toronto Ontario,M5E 1H- Issue and settle policy contracts in an efficient manner to meet service and quality level standards

Address customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to management
Exhibit a strong sense of broker partnership and commitment to service, and carry out functions with an extremely high sense of urgency
Investigate and resolve inquiries from the field and other team members related to specific cases
Collaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriter
Effectively communicate with field representatives to obtain any outstanding requirements
Run policy illustrations to verify premium calculations are correct
Liaise with internal departments to ensure the accurate and timely exchange of information
Managing time sensitive financial transactions which requires understanding of market timing and the impact of backdating
Understanding the impact of the movement of money within the organization as it relates AML guidelines to meet OSFI audit requirements

Knowledge

High school diploma
University/College graduates preferred
Completion of introductory LOMA courses (LOMA 1 and 2) preferred
Working knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels
12 years' experience in Life Insurance; New Business or Customer Service area preferred
Indepth knowledge of all systems used to administer cases an asset; including INGENIUM, WinRisk, Work Management and Digital Library FileNet
Strong customer service orientation
Ability to effectively multitask
Ability to handle high pressure situations with very tight turnaround requirements
Excellent English Written and Oral Communication skills
Excellent organization skills
Productivity focused: Able to consistently process a high volume of tasks daily
Ability to make sound transactional decisions in accordance with policies and directives
Proficient with Microsoft Office (Word, Excel)
Fluently bilingual in French and English is an asset

We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.

We strive to help you make an impact from day one - for yourself and our customers.

We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.