Bilingual BMO Insurance Service Centre Analyst
Core
Handle complex insurance inquiries, process non-routine transactions, investigate escalated complaints, and drive customer retention through proactive outreach.
Role type
Bilingual insurance service center analyst
Builds
Customer retention and satisfaction in the insurance sector
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Complex transaction processing, complaint investigation, proactive customer outreach, regulatory compliance, CRM platform usage, bilingual communication
Preferred skills
Customer retention experience, Creditor Insurance product knowledge
Responsibilities
Handle complex insurance inquiries and process non-routine transactions; Investigate escalated complaints and provide resolution recommendations; Analyze reports to support compliance and identify process improvements; Deliver professional service across phone, email, and written channels; Conduct proactive outreach to educate customers on insurance benefits; Ensure adherence to policies, procedures, and regulatory requirements