Bilingual Disability Claims Specialist
Medavie
Damage Insurance Agent
BMO U.S.
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$43,200 - CA$80,300 per year
Job Level
Junior
About the role
- Engage with prospects through inbound, outbound and chat channels to uncover insurance needs and offer tailored insurance solutions, using a consultative, client-first approach.
- Achieve and exceed individual sales targets and performance benchmarks, including call volumes, conversion rates, and client satisfaction metrics.
- Leverage data, lead lists, and CRM tools to develop a consistent sales pipeline and maximize conversion opportunities.
- Educate clients on product features, benefits, and how insurance supports their overall financial goals and well-being.
- Contribute directly to the growth of BMO Insurance by identifying cross-sell and upsell opportunities and supporting product adoption.
- Stay current on BMO Insurance product offerings, market trends, regulatory changes, and competitor activity.
- Adhere to all regulatory guidelines and internal policies related to insurance advice and product recommendations.
- Ensure accurate documentation of all client interactions in accordance with compliance standards and audit requirements.
- Champion BMO’s values and ensure a high standard of integrity and professionalism in every client interaction.
Requirements
- Valid Damage Insurance Agent license by Autorité des Marchés Financiers (AMF) in Quebec.
- Bilingualism (French/English)
- Minimum 12 months of sales experience in insurance.
- Demonstrated ability to meet or exceed sales goals in a performance-driven environment.
- Strong interpersonal, communication, and consultative skills.
- Tech-savvy with comfort using CRM platforms, digital tools, and virtual client engagement methods.
- Growth mindset with a genuine passion for continuous learning and career advancement.
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales experienceinsurance knowledgeconsultative sellingperformance metricscross-sellingupsellingclient educationcompliance standardsdocumentation accuracy
Soft skills
interpersonal skillscommunication skillsconsultative skillsgrowth mindsetclient-first approachintegrityprofessionalism
Certifications
Damage Insurance Agent licenseAutorité des Marchés Financiers (AMF)
