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.

English and Bilingual (French/English) proficiency is required.
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.

Bilingual Customer Support Representative

Key skills