BMO Financial Group
Wealth Sales & Service
SeniorEstateInsuranceAssociate
“Senior Estate Insurance Associate at BMO Financial Group. Skills: Estate and Insurance Advisors (EIA) support, Client service, Relationship building, Sales support. 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, an”
What You'll Achieve.
Contribute to the growth of insurance sales; Mitigate risk; Support the efficient and effective operation of the business group; Ensure the book of business is continuously developing; Ensure client needs are met or exceeded; Enhance sales activities, referrals and client retention; Deliver on business objectives; Provide insights and recommendations; Identify gaps, issues and best practices; Monitor sales and service performance targets against plans
Industry & Context.
Analytical and problem solving skills - Good
What They're Looking For.
Must Have
Life Insurance Licence, Advanced knowledge of investment processes and procedures, Advanced knowledge of administrative processes and procedures, Advanced knowledge of Life Insurance and Investment Products, Knowledge of Insurance and group products, Knowledge of Trust and Estate services, Knowledge of Financial/Retirement planning, Knowledge of compliance rules (proprietary and industry), Knowledge of Ageman, 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.
Ensures the book of business is continuously developing.
Ensures client needs are met or exceeded by discussing services offered in detail
with a sense of appropriate product and service.
Builds and maintains relationships with clients and business partners through client acquisition from both internal sources (referrals) and external sources (marketing initiatives).
Provides exceptional client experience and service to ensure client needs are met or exceeded to enhance sales activities
referrals and client retention.
Addresses customer services issues according to established parameters
escalating as required.
Analyzes data and information to provide insights and recommendations.
issues and best practices through monitoring of sales and service performance targets against plans.
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 and may include handling escalations from other employees.
Analyzes issues and determines next steps.
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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