Bilingual (FRENCH) New Business Associate - BMO Insurance

Bilingual (FRENCH) New Business Associate – BMO Insurance The New Business Associate is accountable for providing 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 role is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism and superior customer service skills to ensure the best possible experience for our clients. Accountabilities Customer Service Process life insurance applications for Advisor distribution channel efficiently to meet service level standards for New Business. Issue and settle policy contracts in an efficient manner to meet service and quality level standards. Address customer service issues according to established parameters, escalating as required to the Manager, New Business for resolution; demonstrate sound judgment in handling customer interactions and appropriate escalation to management. Understand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contracts. Exhibit a strong sense of partnership with internal and external customers and commitment to service, carrying out functions with a 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 Case Coordinators to obtain any outstanding requirements. Provide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities: Answer advisor inquiries to provide accurate information about BMO Life Assurance applications. Run policy illustrations to verify premium calculations are correct. Liaise with internal departments to ensure the accurate and timely exchange of information. Perform simple and complex New Business administrative tasks as required for the processing of insurance applications. Manage time‑sensitive financial transactions requiring an understanding of market timing and the impact of back‑dating. Understand the impact of money movement within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements. Risk Management Adhere to all aspects of First Principles and our code of Business Conduct and Ethics, including individual accountability for conflicts of interest, safeguarding customer information, trading in securities, anti‑money laundering, privacy, and disclosure of outside business activities. Ensure accuracy and timeliness of work completed, critical to BMO Life Insurance’s reputational risk. Required Skills Strong customer service orientation. Ability to effectively multi‑task. Ability to handle high‑pressure situations with tight turnaround requirements. Excellent organizational skills. Productivity focused: consistently process a high volume of tasks daily. Ability to make sound transactional decisions in accordance with policies and directives. Proficiency 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 LOMA 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). Salary $38,500.00 – $71,000.00 (Salaried) Salary range may vary based on location, skills, experience, education, and qualifications. Commission structure may apply. BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. About BMO At BMO we are driven by a shared purpose: Boldly Grow the Good in business and life. We create lasting, positive change for our customers, communities, and people. We value, respect, and hear each other, offering opportunities to grow and make an impact from day one. BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available on request for candidates taking part in the selection process. Contact your recruiter to request accommodations. #J-18808-Ljbffr