Insurance Associate

6 months ago

Toronto, Canada BMO Financial Group Full time

60 Yonge Street Toronto Ontario,M5E 1H5

**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**:
**Scope and Impact**
- **Manage telephone inquiries as required**:

- **Daily processing of simple and complex changes and transactions**:

- **Inaccurate information provided to external customers carry unlimited financial risk**:
***Cross Functional Relationships**
**To Internal Departments**
- **Request information to support policyholder requests**:

- **Provide information and calculations to Claims for payout**:

- **Partner with Agency dept to ensure accurate compensation calculations for special requests**:

- **Coordinate with Finance/accounting receipt of daily deposits and issuance of daily disbursements**:

- **Coordinate with Actuarial for special needs/tax calculation/illustrations**:

- **Manage replacement process to ensure timely coordination of risk**:
**Mandate**
**Customer Service**
- ** Answering client/broker inquiries & provide accurate information about BMO Life Assurance products**:

- ** Run simple in-force illustrations.**:

- ** Requesting information from internal departments to ensure the accurate and timely production of related information for policyholders/brokers.**:

- ** Responding to policy information requests from beneficiaries, families of policyholders, funeral directors, government agencies, lawyers and follow established protocols.**:

- ** Performing required administrative tasks simple and complex for clients**:

- ** Managing time sensitive financial transactions which requires understanding of market timing and the impact of backdating**:

- ** Understanding the impact of the movement of money within the organization as it relates to AML guidelines to meet OSFI audit requirements**:

- ** Responding to and resolving client issues and escalating, if required.**:

- ** Process client service requests according to established guidelines**:

- **Create and maintain computer records on all systems to ensure accuracy of client information**

**Knowledge**
- **High School Diploma or equivalent**:

- **3 - 5 years insurance industry experience in a customer service role**:

- **LOMA 1 and 2 designation mandatory, working towards ACS. FLMI an asset.**:

- **In-depth knowledge about products, process, policies and practices**:

- **Working understanding of policy contract wording & interpretation**:

- **Familiar with compliance and anti-money laundering requirements**:

- **English/French bilingualism an asset**:

- **Working knowledge of INGENIUM/CAPSIL**:
***Skills**
- **Customer Service (In-depth)**:

- **Communication skills (In-depth)**:

- **Organizational skills (in-depth)**:

- **Attention to detail(In-depth)**:
**Scope of role**:

- **Handle the processing of customer service inquiries, including the more complex products and taxation.**:

- **Handle other customer service inquiries as assigned.**:

- **Manage telephone inquiries as required**

**We’re here to help**

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.

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