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Bank of Montreal

Runs Canadian and US banks for people and firms

Insurance Service Centre Analyst

Customer SupportConfirmed live in the last 24 hours
Full-timeToronto, ON, CanadaIn-person

About the Job

Requirements

  • Requires 2–3 years of experience in insurance, financial services, or customer operations.
  • Requires in-depth knowledge of creditor insurance products.
  • Requires bilingual English and French proficiency.
  • Requires confidence handling sensitive matters independently and professionally.
  • Requires comfort using customer relationship management platforms, digital tools, and virtual client engagement methods.

Responsibilities

  • Handle complex insurance inquiries and accurately process non-routine transactions.
  • Investigate escalated complaints and provide resolution recommendations to management.
  • Analyze reports to support compliance and identify process improvements.
  • Collaborate with internal teams and insurance partners to meet service goals.
  • Prioritize tasks to meet service-level agreements and escalate issues as needed.
  • Support training, process updates, and operational improvements.
  • Ensure adherence to policies, procedures, and regulatory requirements.
  • Deliver professional, empathetic service across phone, email, and written channels.
  • Engage with customers to understand insurance needs and offer tailored solutions using a consultative, client-first approach.
  • Conduct proactive outreach to educate customers on insurance benefits.
  • Provide product guidance to support branch teams and retention goals.
  • Log and track all interactions for reporting and insights.
  • Resolve complaints using a customer-first approach to ensure satisfaction.

Desired Qualifications

  • Experience in customer retention and complaint resolution is an asset.

About the Company

Bank of Montreal

Runs Canadian and US banks for people and firms

Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1817

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