Bilingual Insurance Client Services Specialist

BMO Insurance; Toronto; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring in Ontario to provide accurate service by phone and email for Life Assurance products. The role involves handling inquiries, processing requests, and supporting relationship expansion with clients, brokers, and MGAs. A post-secondary degree and bilingual French skills are desirable.

The position emphasizes compliance, data integration, and cross-functional collaboration to deliver efficient operations and informed decisions.

Qualifications

• Bilingual French required; strong verbal and written communication skills.
• Analytical and problem-solving abilities are essential.
• Organizational skills and teamwork are valued in this role.

Responsibilities

• Seeks and acts on opportunities to expand business relationships.
• Answers inquiries and provides accurate information about insurance products.
• Responds to information requests following established protocols and procedures.
• Resolves issues and escalates when required.
• Processes client service and administrative requests for approval.
• Collaborates with stakeholders to deliver business objectives.
• Analyzes data to provide insights and recommendations.
• Supports change management and documentation across processes.
• Ensures compliance in communications with clients and maintains records.

Skills

Bilingual French

Verbal & written communication

Analytical thinking

Problem solving

Organization

Collaboration & teamwork

Education

Post-secondary degree

Job description

BMO Financial Group is hiring in Ontario to provide accurate service by phone and email for Life Assurance products. The role involves handling inquiries, processing requests, and supporting relationship expansion with clients, brokers, and MGAs. A post-secondary degree and bilingual French skills are desirable.

The position emphasizes compliance, data integration, and cross-functional collaboration to deliver efficient operations and informed decisions.