Bilingual New Business Case Coordinator

Address:

The primary purpose of the New Business Case Coordinator role is to provide proactive case management, respond to case specific inquiries and escalated new business department inquiries. 

The New Business Case Coordinator will manage assigned cases or new business applications by ensuring all requirements necessary to assess the underwriting risk are obtained in a timely fashion and a pro-active update is provided to the Managing General Agency (MGA) contact summarizing their actions and the status of the case. 

 
Accountabilities: 

• Act as the primary contact for external Account Administrators, MGA partners throughout the New Business and underwriting process via one-on-one relationship, work assignment or email inquiry and by ensuring issues, questions and status inquiries are responded to promptly and accurately within defined SLA. The Case Coordinator is responsible for setting and managing client expectations. 

• Provide pro-active communications to the appropriate MGA Administrator, account contact detailing the status of all requirement activity that has occurred to date as outlined in the Case Manager administrative procedures. 

• Promptly escalate any complex service issues or complaints for immediate attention and resolution. 

• Exemplify BMO key values to promote to a high-performance culture and positive work ethic within the team. 

 
Case Management 

• Ensure all requirements necessary to assess the underwriting risk are accurately ordered within defined SLAs as outlined in the administrative procedures and all case records are accurately entered in the applicable systems. 

• Identify and resolve any case specific bottlenecks or delays to ensure all necessary processing occurs within defined SLAs. 

• Maintain up to date comprehensive case notes summarizing actions taken, inquiries received including emails and phone calls received and sent. 

 
Customer Service 

• Act as first point of escalation for any issues raised by our customers and business partners. 

• Exhibit a strong sense of advisor partnership and exceptional customer service and carry out functions with an extremely high sense of urgency. 

• Provide high degree of accurate and professional service to MGAs, advisors and policyholders by telephone, mail or e-mail. 

• Act as a liaison with other teams and departments to offer assistance, where required, to ensure consistent, timely service, accommodate growth, and secure our reputation as a leading service provider.

 
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.

Knowledge and Skills: 

• High school diploma. University/College graduates preferred .

• Life Office Management Association (LOMA) FLMI or ACS (or in progress) - nice to have. 

• Knowledge of life and critical illness insurance products and channels – nice to have. 

• Knowledge of insurance new business administration systems – nice to have. 

• 3+ years' experience in New Business or Underwriting Support at a Life Insurance Company, preferred. 

• Excellent English written and oral communication skills. 

• Fluently bilingual in French and English preferred. 

• Outstanding communication and relationship management skills. 

• Proven ability to proactively manage a high-volume caseload.

• Ability to work effectively with multiple software applications concurrently. 

• Flexible and adaptable to changing priorities. 

• Positive and enthusiastic attitude. 

• Detail oriented and good organization and time management skills. 

• Ability to collaborate as a member of a team, taking direction from their leader. 

• Ability to organize your work to meet established deadlines independently. 

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.