New Business Operations Specialist

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The New Business Operations Specialist will play a key role in supporting the Life Insurance New Business Department by delivering actionable insights that drive strategic decisions, improve processes, consolidate and refine KPI reports, and identify opportunities for automation. The successful candidate will work closely with stakeholders to define requirements and deliver high-quality insights that will improve the operational efficiency of the New Business department.

Key Responsibilities

• Collect, and analyze data from multiple sources to assist with identifying root cause or trends.
• Distill data and findings into insights and recommend solutions to management.
• Design and develop dashboards and reports to monitor key performance indicators (KPIs) for the New Business department ensuring clarity and accuracy.
• Prepare monthly New Business management reports, quarterly quality audits and ad hoc reports.
• Support initiatives of varying degrees including technical enhancements and large-scale transformative projects.
• Lead or participate in change management activities including readiness assessments, prioritization, and documentation.
• Collaborate with stakeholders, management, and IT partners to support the delivery of automation and technical solutions.
• Identify opportunities for process improvement, automation and data visualization enhancements.
• Stay updated on industry trends and best practices in analytics and business intelligence.

Skills & Qualifications

• Bachelor's degree in Data Analytics, Business, Economics, or related field, or equivalent education and experience.
• 2+ years of experience in Insurance or Financial Services industry.  Understanding of life new business operations preferred.
• Demonstrated experience in a similar role (ie., Data Analyst).
• Strong analytical skills with proficiency in tools such as SQL, Power BI, Tableau, and Excel.
• Experience with enterprise data management platforms.
• Experience with data modeling and statistical analysis techniques.
• Strong written and oral communication skills.
• Demonstrated ability in building a positive and collaborative experience with stakeholders and business partners.
• Ability to prioritize and manage multiple projects and meet deadlines in a fast-paced environment.

Salary:

Pay Type:

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: 

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

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.