Bilingual Customer Support Representative, BMO Insurance
Core
Support bank clients with group insurance needs via inbound/outbound channels, guiding them to digital tools and completing applications.
Role type
Bilingual Customer Support Representative (Insurance)
Builds
Group insurance enrollment and client onboarding for BMO bank clients
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Bilingual communication (English/French), customer service experience, digital platform navigation, regulatory compliance adherence, performance metrics tracking
Preferred skills
sales experience, complaint resolution, customer retention
Technologies
CRM platforms, digital engagement channels
Responsibilities
Engage clients on inbound/outbound channels, guide clients to online resources, support travel insurance enrollment, meet performance metrics, document interactions accurately, stay current on product offerings and regulations
Seniority
Individual Contributor, entry to mid-level