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Estate Insurance Associate

Company

BMO

Location

calgary, ab

Posted

June 05, 2026

Position Overview

Responsibilities

  • Provides sales support to drive sales results.
  • Ensures the book of business is being developed.
  • Delivers exceptional customer service that builds trust through expertise, responsive service and support.
  • Provides exceptional client experience and service.
  • Ensures client needs are met or exceeded to enhance sales activities, referrals and client retention.
  • Collaborates with internal and external stakeholders to deliver on business objectives.
  • Supports the development of tailored messaging, which may include writing, editing and distributing communications.
  • Communicates with internal business/groups for execution of client requests and issue resolution.
  • Organizes work information to ensure accuracy and completeness.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determine...

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