Senior Insurance Associate Role at BMO
Bank of Montreal • calgary, Canada
Role Description
Step into a Senior Insurance Associate role at BMO, focusing on estate planning and client satisfaction. Your advanced skills will aid in meeting sales and compliance targets effectively.
As a part of BMO Financial Group, you will support Estate and Insurance Advisors by performing crucial administrative tasks that align with compliance standards. In this role, your 3-5 years of experience, life insurance licensing, and comprehensive product knowledge are vital in ensuring growth in insurance sales and excellent client service.
Key Responsibilities: • Provide comprehensive support to estate insurance efforts • Engage with clients to discuss insurance services • Analyze data to recommend improvements in service delivery • Prepare tailored messages and execute client requests • Coordinate with internal teams for issue resolution
Requirements: • 3-5 years of relevant industry experience • Valid Life Insurance License is essential • In-depth knowledge of estate s...
As a part of BMO Financial Group, you will support Estate and Insurance Advisors by performing crucial administrative tasks that align with compliance standards. In this role, your 3-5 years of experience, life insurance licensing, and comprehensive product knowledge are vital in ensuring growth in insurance sales and excellent client service.
Key Responsibilities: • Provide comprehensive support to estate insurance efforts • Engage with clients to discuss insurance services • Analyze data to recommend improvements in service delivery • Prepare tailored messages and execute client requests • Coordinate with internal teams for issue resolution
Requirements: • 3-5 years of relevant industry experience • Valid Life Insurance License is essential • In-depth knowledge of estate s...