Insurance Associate for Estates in Montreal
BMO
Become an Estate Insurance Associate based in Montreal, where you will provide crucial support to Estate and Insurance Advisors, driving sales and ensuring exceptional service. In this role, you will engage in various administrative tasks while collaborating with internal teams and clients to enhance sales efforts. Your contributions will focus on delivering an exceptional client experience and ensuring compliance with relevant regulations. This position requires you to possess strong organizational and analytical skills developed over 2-3 years in a related field. Key Responsibilities:
- Provide outstanding customer service to build trust
- Support the development of the business book
- Collaborate with stakeholders to achieve sales goals
- Analyze and resolve client issues promptly
- Develop tailored communications for effective outreach
- 2-3 years of relevant industry experience
- Bilingual in French and English
- Life Insurance Licence or intent to secure
- Solid understanding of insurance products
- Good organization and teamwork abilities
Vacancy posted 8 days ago
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