New Business Associate

3 weeks ago

Toronto, Canada BMO Financial Group Full time

60 Yonge Street Toronto Ontario,M5E 1H5
- Issue and settle policy contracts in an efficient manner to meet service and quality level standards
- Address customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to management
- Exhibit a strong sense of broker partnership and commitment to service, and carry out functions with an extremely high sense of urgency
- Investigate and resolve inquiries from the field and other team members related to specific cases
- Collaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriter
- Effectively communicate with field representatives to obtain any outstanding requirements
- Run policy illustrations to verify premium calculations are correct
- Liaise with internal departments to ensure the accurate and timely exchange of information
- 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 AML guidelines to meet OSFI audit requirements

**Knowledge**
- High school diploma
- University/College graduates preferred
- 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
- In-depth knowledge of all systems used to administer cases an asset; including INGENIUM, WinRisk, Work Management and Digital Library FileNet
- Strong customer service orientation
- Ability to effectively multi-task
- Ability to handle high pressure situations with very tight turnaround requirements
- Excellent English Written and Oral Communication skills
- 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)
- Fluently bilingual in French and English is an asset

**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.

  • New Business Sales Manager

    1 week ago

    Toronto, Canada Lifestyle Business Professionals Full time

    **Exciting Opportunity: New Business Sales Manager at Lifestyle and Leadership Professionals** **About Us:** Lifestyle and Leadership Professionals is all about innovation and growth, both personally and professionally. We're a team that loves to challenge the norm and find new ways to make things happen. **The Role:** - Lead our efforts to bring in new...

  • New Business Sales Manager

    1 week ago

    Toronto, Canada Lifestyle Business Professionals Full time

    **Exciting Opportunity: New Business Sales Manager at Lifestyle and Leadership Professionals****About Us:**Lifestyle and Leadership Professionals is all about innovation and growth, both personally and professionally. We're a team that loves to challenge the norm and find new ways to make things happen.**The Role:**- Lead our efforts to bring in new...

  • Associate, Business Analyst

    4 weeks ago

    Toronto, Canada Capital One Full time

    161 Bay Street (93021), Canada, Toronto,Toronto, Ontario, Associate, Business Analyst - New Grad 2024 **Our Capital One Strategic Analytics Team.** Yes, we’re a credit card company. But we’re more than that too. We’re driven by what our customers want, and how to make their lives simpler. We’re always looking for creative ways to offer digital...

  • Associate, Business Analyst

    3 weeks ago

    Toronto, Canada Capital One Full time

    161 Bay Street (93021), Canada, Toronto,Toronto, Ontario,Associate, Business Analyst - New Grad 2025 Full Time Accelerated Application Deadline: June 9, 2024 at 11:59pm EST. Please bundle and upload your Resume/CV and your transcript as one PDF. Our Capital One Strategic Analytics Team.   Yes, we’re a credit card company. But we’re more than that...

  • Intermediate Business Development Coordinator

    1 month ago

    Toronto, Canada A.K.A New Media Full time

    Company Description **A.K.A. New Media Inc (A.K.A.)** is a leading interactive agency that has been developing online and offline solutions for leading organizations since 1997. Since its inception, A.K.A. has exemplified a passionate commitment to providing the highest quality communication and technical solutions. We seek opportunities of social impact and...

  • Business Development Specialist

    1 month ago

    Toronto, Canada VPIDG Business Inc Full time

    **REQUIREMENTS**: - Work closely with energy consultants, real estate brokers/developers, and other market participants; Help to formulate investment recommendations - Sourcing and underwriting new acquisition opportunities and management of deal pipeline through diligent pursuit of target locations and properties. - Evaluating and negotiating with vendors...

  • Intermediate Business Development Coordinator

    4 weeks ago

    Toronto, Canada A.K.A New Media Full time

    Company Description **A.K.A. New Media Inc (A.K.A.)** is a leading interactive agency that has been developing online and offline solutions for leading organizations since 1997. Since its inception, A.K.A. has exemplified a passionate commitment to providing the highest quality communication and technical solutions. We seek opportunities of social impact and...

  • Business Development Associate

    1 month ago

    Toronto, Canada Ample Insight Inc. Full time

    Company Description _ You will join a world-class team of engineers and data scientists from Facebook, Uber, Amazon and Google. We are a fast growing consulting firm based in Toronto with clients ranging from leading startups building impactful technologies to Fortune 500 companies looking to scale their engineering and data capabilities. _ **Job...

  • Business Associate

    1 month ago

    Toronto, Canada Li-Cycle Corp Full time

    **Job Summary**: The Business Associate will assume a key role in acquiring and supporting key customer accounts for the company, with a focus on the North American market. We are seeking a talented, motivated, and top performer to join our team in this role with experience in business development in a B2B environment. **Primary Responsibilities**: Support...

  • Sales Associate

    4 days ago

    Toronto, Canada New York News Full time

    **Sales Associate** **We are currently hiring Sales Associates to join our team!** **Responsibilities**: - Provide prompt, efficient and courteous customer service - Maintain a clean, customer friendly environment in the store - Ring customer sales on an electronic cash register - Receive cash from customers and give correct change - Perform all regular...

  • Associate Director, International Student

    4 weeks ago

    Toronto, Canada International Business University Full time

    **Position Title**: Associate Director, International Student Recruitment **Location**:Toronto, ON **About IBU** International Business University (IBU) is a new and unique teaching-focused university specializing in business education that is looking for highly talented, motivated, and qualified faculty and professionals ready for the next level of...

  • Business Development Associate

    13 hours ago

    Toronto, Canada Del's Pastry Limited Full time

    Business Development Associate Our BDA will support business initiatives and focus on our branding in the marketplace. A natural people person, our associate will work closely with the Director of Sales to find new business, improve our visibility in the marketplace and key account management support.This position is a new role at Del’s Pastry and will...

  • Business Development Associate

    16 hours ago

    Toronto, Canada Del's Pastry Limited Full time

    Business Development Associate Our BDA will support business initiatives and focus on our branding in the marketplace. A natural people person, our associate will work closely with the Director of Sales to find new business, improve our visibility in the marketplace and key account management support.This position is a new role at Del’s Pastry and will...

  • Business Development Associate

    1 month ago

    Toronto, Canada Raymond James Financial, Inc. Full time

    **Business Development Associate** - 2304057 - At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Business Development Associate

    1 month ago

    Toronto, Canada MB Realty Advisors Canada Inc. Full time

    MB Realty Advisors Canada Inc. is a Real Estate Development Advisory Company with over 40 years of expertise in sales & marketing, land acquisitions and joint ventures with the belief that any project at any stage of progress can be successful. Currently we are seeking a highly motivated individual to join our team as our Business Development Associate. We...

  • Business Finance Associates

    1 day ago

    Toronto, Canada Canadawide Financial Corporation Full time

    Canadawide Group is a well established, professional consulting firm operating across Canada and internationally. We provide a wide range of consulting and financing services to the small and medium-sized businesses in all sectors in Canada and abroad. **Business Finance Associate **for its Greater Toronto Area office in **Toronto.** **Responsibilities** -...

  • Business Development Associate

    6 hours ago

    Toronto, ON, Canada Del's Pastry Limited Full time

    Business Development Associate Our BDA will support business initiatives and focus on our branding in the marketplace. A natural people person, our associate will work closely with the Director of Sales to find new business, improve our visibility in the marketplace and key account management support.This position is a new role at Del’s Pastry and will...

  • Associate Director, Business Development

    1 day ago

    Toronto, Canada University of Toronto Full time

    **Date Posted**:05/30/2024 **Req ID**: 37619 **Faculty/Division**: School of Management **Department**: Joseph L. Rotman School of Management **Campus**: St. George (Downtown Toronto) **Description**: **About us**: The Rotman School of Management is part of the University of Toronto, a global centre of research and academic excellence at the heart of...

  • New Business Development

    1 week ago

    Toronto, Canada AWC Manufacturing LP Full time

    AWC Manufacturing is seeking a New Business Development professional to operate throughout North America in supporting business opportunity development for our four plants located in Southwestern Ontario. This position will report directly to the Director of Sales. This position requires travel throughout the United States and Canada to meet with current and...

  • New Business Development

    1 week ago

    Toronto, Canada AWC Manufacturing LP Full time

    AWC Manufacturing is seeking a New Business Development professional to operate throughout North America in supporting business opportunity development for our four plants located in Southwestern Ontario. This position will report directly to the Director of Sales. This position requires travel throughout the United States and Canada to meet with current...