Step into a Senior Insurance Associate role at BMO, focusing on estate planning and client satisfaction. Your advanced skills will aid in meeting sales and compliance targets effectively.
As a part of BMO Financial Group, you will support Estate and Insurance Advisors by performing crucial administrative tasks that align with compliance standards. In this role, your 3-5 years of experience, life insurance licensing, and comprehensive product knowledge are vital in ensuring growth in insurance sales and excellent client service.
Key Responsibilities:
• Provide comprehensive support to estate insurance efforts
• Engage with clients to discuss insurance services
• Analyze data to recommend improvements in service delivery
• Prepare tailored messages and execute client requests
• Coordinate with internal teams for issue resolution
Requirements:
• 3-5 years of relevant industry experience
• Valid Life Insurance License is essential
• In-depth knowledge of es...