Bilingual BMO Insurance Service Centre Analyst

Bank of Montreal; Young; Vor Ort; CAD 41.000 - 80.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Zusammenfassung

BMO Insurance Service Center (BISC) is seeking a capable analyst to support the Wealth Sales & Service operations. You will handle complex insurance inquiries, process non-routine transactions, and investigate complaints while collaborating with internal teams to meet service goals.

You will engage with customers via phone, email, and written channels, providing tailored insurance solutions and proactive education on benefits.

Qualifikationen

• 2–3 years in insurance, financial services, or customer operations.
• Knowledge of Creditor Insurance Products.
• Strong analytical, problem-solving and communication skills.
• Bilingual English/French required.
• Experience in customer retention and complaint resolution is an asset.
• Tech-savvy with CRM and digital tools.

Aufgaben

• Handle complex insurance inquiries and process non-routine transactions accurately.
• Investigate escalated complaints and provide resolution recommendations to management.
• Analyze reports to support compliance and identify process improvements.
• Collaborate with internal teams and insurance partners to meet service goals.
• Prioritize tasks to meet SLA, escalate issues as needed.
• Support training, process updates, and operational improvements.
• Ensure adherence to policies, procedures, and regulatory requirements.
• Deliver professional, empathetic service across phone, email, and written channels.
• Log and track all interactions for reporting and insights.
• Resolve complaints with a customer-first approach to ensure satisfaction.

Kenntnisse

Bilingual English/French

Customer service excellence

Financial services experience

Analytical skills

CRM software proficiency

Complaint handling

Tools

CRM platforms

Data analysis tools

Jobbeschreibung

Application Deadline: 11/18/2026 Address: 250 Yonge Street

Job Family Group: Wealth Sales & Service #bmoinsurance The Bilingual BMO Insurance Service Center (BISC) Analyst will play a key role in supporting the bank's purpose of "Boldly Grow the Good in Business and Life." As an integral member of the BMO Retail Insurance Operations Team, the BISC Analyst is responsible for handling customer inquiries, supporting internal partners, processing complex insurance transactions, and investigating complaints related to insurance products and services.

Key Responsibilities

Operations

• Handle complex insurance inquiries and process non-routine transaction accurately.
• Investigate escalated complaints and provide resolution recommendations to management.
• Analyze reports to support compliance and identify process improvements.
• Collaborate with internal teams and insurance partners to meet service goals.
• Prioritize tasks to meet Standard level agreement (SLA), escape issues as needed.
• Support training, process updates, and operational improvements.
• Ensure adherence to policies, procedures, and regulatory requirements.

Customer Interactions & Retention

• Deliver professional, empathetic service across phone, email, and written channels.
• Engage with customers to understand insurance needs and offer tailored solutions, using a consultative, client - first approach.
• Conduct proactive outreach to educate customer on insurance benefits.
• Provide product guidance to support branch teams and retention goals.
• Log and track all interactions for reporting and insights.
• Resolve complaints with customer first approach to ensure satisfaction.

Qualifications

• 2-3 years of experience in insurance, financial services, or customer operations.
• In-depth knowledge of Creditor Insurance Products.
• Strong analytical, problem-solving and communication skills.
• Bilingual (English/French) required.
• Confidence in handling sensitive matters independently and professionally.
• Experience in customer retention, complaint resolution is an asset.
• Tech-savvy with comfort using CRM platforms, digital tools, and virtual client engagement methods.
• Growth mindset with a genuine passion for continuous learning and career advancement.

Why Work at BMO

Be part of a purpose-driven organization focused on helping customers and communities. Work in a supportive and inclusive team environment that values teamwork and personal growth. Access career development, training, and advancement opportunities. Make a meaningful impact through customer-focused problem solving. Contribute to an organization that values innovation, integrity and continuous improvement.

Salary

Salary: $40,500.00 - $80,000.00 Pay Type: Salaried 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: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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 https://jobs.bmo.com/ca/en. 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.