Senior Service Representative supporting BMO’s Canadian investment operations and stakeholder services. Processing transactions, reports, and escalations while maintaining regulatory and risk controls.
About the role
- Group Service Representative administering group insurance plans and serving Desjardins members and clients. Managing large employer groups, client relationships, plan changes, and personalized insurance solutions.
Responsibilities
- Build, serve and maintain business relationships with members and clients
- Drive results by reviewing special requests and promoting and selling products and services based on client needs and business objectives
- Analyze member/client needs and develop and implement personalized solutions
- Ensure member/client satisfaction and service quality according to organizational standards and procedures
- Manage a dedicated territory and related objectives
- Handle groups greater than 50 employees
- Support assigned clients by managing and administering group insurance plans
- Establish and maintain client relationships by identifying current or potential needs and promoting client retention
- Advise partners, stakeholders and clients about offered products, services and solutions and ensure their satisfaction
- Analyze and respond to client needs, process requests and complete required follow-ups
- Collect, organize and analyze information when adding or modifying plans
- Present to clients and attend client meetings
Requirements
- Bachelor's degree in a related field
- A minimum of three years of relevant experience in group insurance
- Other combinations of qualifications and relevant experience may be considered
- Intermediate experience handling large groups with 50+ members
- Intermediate experience with hospitals or public sector
- GBA/CEBS designation
- Knowledge of Group Insurance Benefits
- Knowledge of distribution network
- Must have a valid G driver's license and access to a vehicle
- Available for travel in the GTA area and surrounding area
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
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