Customer Support Representative, BMO Insurance

Address:

#bmoinsurance

At BMO Insurance, we are continuing to expand our reach and enhance the client experience through innovative service offerings. As a Customer Support Representative, you will be part of a dynamic, high-performing team supporting bank clients with their group insurance needs. This role offers an exciting opportunity to contribute to a growing area of the business while building valuable experience within one of Canada’s leading financial institutions. As a Customer Support Representative, you will play a key role in supporting clients as they navigate their insurance options. You will provide clear information, guide clients to the appropriate digital tools, and ensure a seamless and efficient experience.

Key Responsibilities:

• 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

Qualifications & Experience:

• 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

Why Join BMO Insurance?

• Be part of a brand new, fast-growing team with strong support from one of Canada’s leading financial institutions
• Competitive compensation, benefits, and incentive structure
• Continuous learning and development opportunities, with access to BMO’s extensive training resources
• A dynamic, inclusive, and collaborative culture where innovation and customer impact are valued every day

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.