Bilingual Customer Support Representative, BMO Insurance
Core
Support BMO 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
Client enrollment in travel and group insurance products via digital platforms
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Bilingual English/French, customer service, digital tool navigation, CRM usage, regulatory compliance
Preferred skills
sales experience, complaint resolution, retention management
Technologies
CRM platforms, digital engagement channels, internal tracking systems
Responsibilities
Engage clients on group insurance products, guide clients to online resources, support travel insurance enrollment, meet performance metrics, document interactions accurately
Seniority
Individual Contributor, entry to mid-level
