Regional Creditor Insurance - BMO Insurance

• Understands and works towards the business plan for the designated products.
• Identifies gaps and opportunities in the business plan and recommends solutions to achieve results.
• Assists in managing the customer escalation process related to new features, benefits and price.
• Acts as a trusted advisor to assigned business/group.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Provides input into the development of  training support programs  and tools for the entire sales force.
• Obtains feedback on customer needs and expectations and proactively shares with product managers for enhancing product features and creating new products.
• Identifies emerging issues and trends to inform decision-making.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Tracks and monitors the impact of product features, benefits, price on customer behaviour and uses this knowledge to assess and recommend new product and pricing strategies.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Provides input into the planning and implementation of operational programs.
• Organizes and manages regular sales meetings/conferences to enhance the effectiveness and efficiency of the sales force.
• Provide sales training and coaching to maximize sales channel effectiveness.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Supports the development of training materials and presentations to enhance employee effectiveness.
• Leads/participates in the design, implementation and management of core business/group processes.
• Supports and enhances the delivery of the desired client experience through sales channels.
• Supports regional and national sales & marketing programs to drive overall sales effectiveness.
• Collaborates effectively with internal stakeholders to build capability and drive business growth.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Bilingualism French and English.
• In-depth product knowledge.
• Training experience preferred.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.