New Business Associate
BMO US(1 month ago)
About this role
The New Business Associate at BMO manages life insurance applications from case set-up through policy issuance and settlement, acting as the first line of customer service for BMO Insurance. The role requires professionalism and coordination with underwriting and internal teams to deliver timely, high-quality outcomes for clients and advisors.
Required Skills
- Customer Service
- Multi-Tasking
- Organization
- Time Management
- Decision Making
- Microsoft Office
- Policy Processing
- Underwriting
- Financial Transactions
- Risk Management
+1 more
Qualifications
- High School Diploma
- University/College Preferred
- LOMA 1
- LOMA 2
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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