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Added 1 hour ago
SE
Manager, MX Sales Platform
Samsung Electronics
Mississauga, ON
- Full-time
Responsible for having oversight of the day-to-day operations and administration of the various Mobile services of digital marketing programs and platforms such as Trade In, Samsung Care+,…
Added 1 hour ago
S
Transversal Finance Lead
Sanofi
Toronto, ON
- Full-time
The Transversal Finance Lead – Canada is a newly created, future-ready finance leadership position that consolidates and elevates the finance function across Sanofi Canada. This position is…
Added 1 hour ago
S
IT Business Analyst – Finance
Sanimax
Montreal, QC
- Full-time
Reporting to the Manager of Business Analysis, you will act as a strategic partner to the Finance teams and serve as a key liaison between business users and IT teams. Your expertise will…
Added 1 hour ago
MS
Senior Construction Project Manager
ML6 Search + Talent Advisory
Toronto, ON
- Full-time
We are seeking a Senior Project Manager to lead the delivery of multiple concurrent multi-family residential construction projects across the GTA. This role will take ownership across…
Added 2 hours ago
LP
Condominium Property Manager
Living Properties Inc.
Brampton, ON · Regional Municipality of Peel, ON
- Full-time
Living Properties Inc. is seeking a motivated, proactive and properly licensed property manager to manage a commercial condominium building in Toronto. The position is full-time, and the…
Added 2 hours ago
S
Finance Intern Assistant (Part-time)
Sandvik
Saskatoon, SK
- Part-time
Currently pursuing or recently completed post-secondary education in Accounting, Finance, Business Administration, or a related field.
Added 2 hours ago
VM
ACCOUNTS RECEIVABLE MANAGER
Valor Medical Solutions
SK
- Full-time
As an Accounts Receivable (AR) Manager at Valor Medical Solutions, you'll lead our AR team and oversee the complete process of capturing sales, billing, and collecting payments. We seek a…
Added 2 hours ago
SP
Senior Director, Controllership & Operations Transformation
Salesforce Partner Canada
Toronto, ON
- Full-time
BA/BS degree is required in Accounting, Finance, Business Administration, Information Systems, or related subject area or equivalent relevant experience required. Experience will be…
Added 2 hours ago
AC
Global Mobility Tax - Senior Manager
ACCA Careers
Calgary, AB
- Full-time
As a Senior Manager, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Your role is essential as a tax technical…
Added 3 hours ago
TC
Program Manager, Part-Time
Taproot Community Support Services
Kelowna, BC
- Part-time
The Program Manager provides comprehensive operational, administrative, and clinical leadership for a high complexity residential home serving adults with significant medical and support…
Added 3 hours ago
R
Team Operations Lead
RBC
Vernon, BC
- Full-time
…executing activities and client contact as per the portfolio manager’s business plan, client service plan, and review…
Added 3 hours ago
R
Senior Project Manager, Strategic Execution
RBC
Toronto, ON
- Full-time
…are seeking a high-performing and motivated Senior Project Manager to join our team to lead the delivery of enterprise-wide strategic and regulatory initiatives. This role enables…
Added 3 hours ago
R
Lead Application Administrator
RBC
Toronto, ON
- Full-time
Reporting to the Senior Manager, this role is responsible for assessing, researching, and analyzing business and technical application requirements to support and resolve systems issues…
Added 3 hours ago
KG
Multi-Family Junior Property Accountant (Toronto)
Kipling Group
Toronto, ON
- Full-time
Work with Lease Administration, Property Operations , Accounts Receivable, Accounts Payable, Tax, Finance and Legal Departments to obtain necessary information for the completion of…
Added 3 hours ago
KG
Commercial Property Accountant
Kipling Group
Toronto, ON
- Full-time
Work with Lease Administration, Property Operations , Accounts Receivable, Accounts Payable, Tax, Finance and Legal Departments to obtain necessary information for the completion of…
Added 3 hours ago
TE
Branch Administrator
TK Elevator
Sudbury, ON · Greater Sudbury, ON
- Full-time
…qualifications. All final hiring decisions are made by either the hiring manager or the recruitment…
Added 5 hours ago
EV
TPA Manager
Eye-Q Vision Pvt Ltd
Burlington, ON
- Full-time
The TPA Manager will be responsible for managing the Third-Party Administrators (TPA) relations and ensuring smooth processing of patient claims. The role involves overseeing the daily…
Added 5 hours ago
HR
Senior Quantity Surveyor - Ontario Line Project
Hitachi Rail
Toronto, ON
- Full-time
Ensure the monthly statement issuing, with the Construction Manager, according to the project planning
Added 5 hours ago
A
Investment Consulting Analyst
Aon
Vancouver, BC
- Full-time
Bachelor’s degree or equivalent experience, is required, preferably in Business Administration, Commerce, Mathematics, Actuarial, Finance or Economics
Added 6 hours ago
NA
Account Manager, Group Benefits
NFP, an Aon company (Canada)
Kitchener, ON
- Full-time
We’re looking for an Account Manager who will join as a key member of the group benefits service team. The AM will work autonomously and in collaboration with consultants and fellow AMs to…
Added 7 hours ago
T
Customer Experience Associate
TD
Montreal, QC
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 7 hours ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
The Scoleri Group Wealth Management is seeking a detail-oriented professional to support client service, portfolio administration, and operational excellence within a fast-paced investment…
Added 7 hours ago
T
Senior Business Analyst – Data Management & Enablement
TD
Toronto, ON
- Full-time
5+ years of relevant experience from a business administration, statistical, mathematical, scientific or financial background
Added 7 hours ago
T
Personal Banking Associate- Laval Centre-Ville (Full-time, 37.5h/week)
TD
Laval, QC
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 7 hours ago
T
Senior IT Developer
TD
Mississauga, ON · Toronto, ON
- Full-time
Perform Systems Administration of applications / environments supported by the LOB, monitor application / service performance, perform configuration, backup, authentication & tuning

CMB Insurance Brokers

Client Services Representative

Calgary, AB, Canada
Greater Calgary Metropolitan Area, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 30, 2026
Posting language: English
Posted: Sep 30, 2026

Original job description

CMB is a place where driven professionals come to build meaningful careers in a vital and evolving industry. We foster a values-based culture that emphasizes collaboration, continuous learning, and personal growth. With structured development programs, clear advancement opportunities, and a strong commitment to internal talent, CMB empowers its team members to thrive and make a lasting impact.

What do we offer?

Competitive & Unique Compensation Structures – Designed to reward performance and support long-term career growth.
Growth Opportunities – Clear paths for advancement and internal promotions.
Benefits Active Day One – Enjoy full health and wellness coverage from your first day.
Award-Winning Employer – Recognized as a Top Insurance Employer four years in a row.
Supportive Culture – A values-driven workplace that prioritizes collaboration and respect.
Mentorship & Leadership Training – Structured development for those with leadership aspirations.
Education Support – Licensing, training, and course grants to help you grow professionally.
Industry Stability – Be part of an essential and resilient sector with long-term demand.
Modern Work Environment – Tools, tech, and flexibility to help you do your best work.

As a Client Service Representative (CSR), you will report directly to your Service Supervisor and contribute to the servicing of client requests. Specific duties that a CSR would be expected to perform are as follows:

Client Service

Focus on client service including timely response to telephone, email and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.
Ensure the proper and appropriate use of company processes and procedures, including brand maintenance, as designated by the Processing Department when performing the tasks below:
Prepare correspondence, pink cards, endorsement requests, client record books, schedules, finance contracts, invoices, cover notes and cancellation requests, claims requests and notice of loss as determined.
Coordinate and prepare certificate requests such as mortgagee requests, lessor, loss payable, additional insureds, CSIO, ISNetWorld.
Update Epic and assist with all schedules & new business submissions as required.
Create accurate invoices for endorsements, renewals, policy audits, memos, binder bills, and financing.
Maintain, update, and organize computer and paper files utilized by the department.
Epic – keeping policy information updated and accurate; creating appropriate abeyances; completing all abeyances as requested.
Mail – incoming mail (Canada Post, ICS and Courier) sorted, time stamped and processed into the system.
Mail – outgoing; letters, envelopes, prepare all courier waybills, accurate mailing labels and appropriate postage.
Scanning & Filing – Put away all roll cart files and drop filing.
Light office duties as assigned.
Other duties that may be assigned.

Team Support

Report any problems on potential lost accounts before occurrence to the Team Lead [Business Service Specialist]
Take all steps to avoid Errors & Omissions, and report any potential E&O to the [Business Service Specialist]
Attend and participate in Team meetings, general staff meetings and company functions

Office Support

Abide by and adhere to the policies and procedures as outlined in the CMB Policies & Procedures Manual.
Utilize the Agency Manager, Microsoft Office Suite, APF Finance and ISNet World programs
Be familiar with and support the Entrepreneur Operating System (EOS)

KNOWLEDGE AND EXPERIENCE

1-2 years of experience within an insurance environment or professional business environment.
1-2 years of experience within a team environment in a customer service position.
Experience with The Agency Manager, Microsoft Office Suite, Compu Quote or comparable computer systems.

EDUCATION REQUIREMENTS

Working towards, or is currently, Level 1 or Level 2 Licensed Insurance Agent.
Member of, or currently working towards, C.I.P. designation.

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More about this job

Responsibilities

Respond to client inquiries and process insurance service requests, including correspondence, certificates, endorsements, invoices, policy updates, and claims-related documentation. Maintain accurate records and files, support team operations, follow company procedures, and help prevent errors and omissions.

Requirements

The role requires 1–2 years of experience in an insurance or professional business environment and 1–2 years in a team-based customer service position. Candidates should have experience with The Agency Manager, Microsoft Office, Compu Quote, or comparable systems, and be working toward or hold a Level 1 or Level 2 insurance agent license or C.I.P. designation.

Skills

Client Service
Written And Verbal Communication
Certificate Processing
Invoice Preparation
Recordkeeping
File Management
Data Accuracy
Teamwork
Microsoft Office
The Agency Manager
APF Finance
ISNetWorld
Error And Omission Prevention

Benefits

Health And Wellness Coverage
Career Advancement Opportunities
Mentorship And Leadership Training
Education Support
Licensing And Training Grants
Flexible Work Environment

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Client Service
Customer Service
Insurance Agent License
Level 1 License
Level 2 License
C.I.P. Designation
The Agency Manager
Microsoft Office Suite
Compu Quote
APF Finance
ISNetWorld
Epic
Entrepreneur Operating System
Policy Administration
Endorsements
Certificates Of Insurance
Claims Requests
Notice Of Loss
Invoices
Finance Contracts
File Management
Error And Omission Prevention
Team Meetings
Insurance Brokerage

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