BMO Financial Group
Wealth Sales & Service
EstateInsuranceAssociate
“Estate Insurance Associate at BMO Financial Group. Skills: Estate and Insurance Advisors (EIA) support, Sales support, Customer service, Client experience. Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA).. Provides services to EIA, their clients and business partners ensuring operational processes and compliance regulations are followed in order to contribute to the growth of insurance sales, mitigate risk, and support”
What You'll Achieve.
Contribute to the growth of insurance sales; Mitigate risk; Support the efficient and effective operation of the business group; Drive sales results; Enhance sales activities, referrals and client retention
Industry & Context.
Analytical and problem solving skills - Good
What They're Looking For.
Must Have
Life Insurance License (LLQP), Knowledge of Life Insurance and Investment Products, Basic/Intermediate knowledge of Insurance and Estate Principles, knowledge of administrative processes and procedures, Knowledge of compliance rules (proprietary and industry), Knowledge of Ageman, Basic specialized knowledge
What You'll Do.
Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA).
Provides services to EIA
their clients and business partners ensuring operational processes and compliance regulations are followed in order to contribute to the growth of insurance sales
and support the efficient and effective operation of the business group.
Provides sales support to drive sales results.
Ensures the book of business is being developed.
Delivers exceptional customer service that builds trust through expertise
responsive service and support.
Provides exceptional client experience and service.
Ensures client needs are met or exceeded to enhance sales activities
referrals and client retention.
Supports the development of tailored messaging
which may include writing
editing and distributing communications.
Communicates with internal business/groups for execution of client request and issue resolution.
Organizes work information to ensure accuracy and completeness.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next escalates as required.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role
in line with our Risk Culture and within our approved Risk Appetite
making sound and risk informed decisions that align to business strategy
and adhere to applicable policy documents (Frameworks
Procedures and Supporting documents)
laws and regulations.
How You'll Work.
Team & Collaboration
Collaborates with internal and external stakeholders in order to deliver on business objectives.; Communicates with internal business/groups for execution of client request and issue resolution.
Communication Scope
Verbal & written communication skills - Good
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