Customer Support Representative

This is a fully remote position, open to applicants in Canada.

📋 Description

• Interact with BMO bank clients via both inbound and outbound communication channels to assist with group insurance offerings.

• Provide clients with general information regarding group insurance products and direct them to relevant online resources and tools.

• Guide clients in completing their applications through digital platforms, ensuring a smooth and efficient experience.

• Assist customers in enrolling in travel insurance by walking them through the necessary steps to guarantee a seamless client journey.

• Achieve and surpass performance metrics, including call handling, client satisfaction, and service quality standards.

• Leverage internal systems and tools to document interactions and facilitate client follow-ups as required.

• Recognize opportunities to improve the client experience through effective communication and service delivery.

• Keep updated on BMO Insurance product offerings, market developments, regulatory changes, and competitor actions.

• Comply with all regulatory guidelines and internal policies, ensuring that no advisory services are provided.

• Maintain accurate documentation of all client interactions in line with compliance standards and audit requirements.

• Promote BMO’s values while upholding a high level of integrity and professionalism in every client interaction.

⛳️ Requirements

• Previous experience in customer service, sales, or contact center settings is preferred.

• Excellent communication and interpersonal skills with a client-centric approach.

• Capability to clearly articulate information and assist clients through various processes.

• Proficient in utilizing digital tools, CRM platforms, and virtual engagement channels.

• Results-driven mindset with the ability to thrive in a fast-paced, performance-oriented environment.

• A growth mindset with a sincere enthusiasm for continuous learning and career development.

• Experience in customer retention and complaint resolution is a plus.

🏝️ Benefits

• Health insurance

• Tuition reimbursement

• Accident and life insurance

• Retirement savings plans