Join BMO as a Specialist in Business Banking providing exceptional customer service to small businesses. Assist clients with financial solutions and develop strong banking knowledge in a remote role.
About the role
- Coordinator managing bilingual insurance applications and ensuring data is complete and accurate for Securian Canada. Engaging with clients and ensuring effective information management in a fast-paced environment.
Responsibilities
- Perform data entry and verification for insurance applications
- Make outbound phone calls and written communications (emails and letters) to applicants and financial institutions to obtain missing documents or information ("incomplete files")
- Contact clients to schedule telephone underwriting interviews
- Manage these interactions to provide accurate and helpful information while delivering high-quality customer service
- Monitor, update, and produce reports related to data
- Add additional requirements and follow up with clients, external partners, and other departments within banks or financial institutions
- Conduct information research and ensure relevant data is transmitted to the appropriate stakeholders
- Perform any other required administrative tasks
Requirements
- 1–2 years of experience in data entry and customer service required
- Excellent command of French and English, both spoken and written, to communicate with clients in different regions
- Post-secondary education is an asset
- Excellent communication skills
- Strong typing skills and good proficiency with computer tools (Windows, Microsoft Office)
- Ability to be flexible and adapt to fluctuations in workload
- Enthusiastic attitude and proactive mindset
- Strong organizational skills and ability to prioritize tasks
- Ability to work effectively as part of a team
- Good problem-solving skills
- General knowledge of medical terminology is an asset
- Previous experience in an office environment or in telephone-based work is an asset
Benefits
- Flexible work arrangements with monthly financial allowances to support your work-life balance
- A generous amount of paid time off at hire, plus additional days off for each year of service
- One paid volunteer day so you can dedicate time to a cause you care about
- Paid personal and wellness days to support your overall well-being
- Education assistance of up to $3,500 per year (with manager approval)
- Flexible health and wellness account (in addition to comprehensive drug and dental coverage) to help cover a wide range of wellness services that matter to you
- Up to 14% combined contributions to the RRSP matching plan
- Maternity/parental leave for families
- Additional benefits and programs
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