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    Full-Time and Part-Time Associate Needed - Toronto, ON, Canada - Bank of Montreal

    Bank of Montreal
    Bank of Montreal Toronto, ON, Canada

    3 weeks ago

    Default job background
    Full time
    Description
    New Business Associate (12 month Contract) page is loaded New Business Associate (12 month Contract)
    Apply locations Toronto, ON, CAN time type Full time posted on Posted 6 Days Ago job requisition id R

    Application Deadline:

    Customer Shared Services The New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards.

    Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance.

    The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.

    Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New Business
    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. Understand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contracts
    Investigate and resolve inquiries from the field and other team members related to specific cases
    Run policy illustrations to verify premium calculations are correct
    Performing simple and complex New Business administrative tasks, as required for the processing of insurance applications
    Risk Management
    Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities
    Accuracy and timeliness of the work completed by this role is critical to BMO Life Insurance's reputational risk
    Ability to make sound transactional decisions in accordance with policies and directives
    Proficient with Microsoft Office (Word, Excel)
    Bilingual (French) an asset
    University/College graduates preferred
    ~ Excellent English - Written and Oral Communication skills required
    ~ Fluently Bilingual in French would be an asset but not required
    ~ New Business or Customer Service area preferred
    ~ Previous experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet)

    Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

    BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

    BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We're here to help
    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.
    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.

    Accommodations are available on request for candidates taking part in all aspects of the selection process.

    A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    New Business Associate - BMO Insurance

    locations Toronto, ON, CAN time type Full time posted on Posted 6 Days Ago BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

    Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

    We're proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

    As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

    In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

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