New Business Associate (12 month Contract)

at  BMO Financial Group

250 Yonge Street Toronto Ontario,M5B 2L7
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.
Accountabilities

REQUIRED SKILLS

• Strong customer service orientation
• Ability to effectively multi-task
• Ability to handle high pressure situations with very tight turnaround requirements
• 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)
• Bilingual (French) an asset

REQUIRED KNOWLEDGE

• High school diploma
• University/College graduates preferred
• Excellent English - Written and Oral Communication skills required
• Fluently Bilingual in French would be an asset but not required
• 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
• 1-2 years’ experience in Life Insurance; 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)

Please refer the Job description for details