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Added 27 mins ago
B
Mortgage Specialist
BMO
Pointe-Claire, QC · Vaudreuil-Dorion, QC
- Full-time
Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a…
Added 27 mins ago
B
Mortgage Specialist
BMO
Richmond Hill, ON
- Full-time
Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a…
Added 56 mins ago
CM
Human Resources Business Partner
Canadian Mental Health Association Simcoe County
Barrie, ON
- Other
The HR Business Partner (HRBP), in accordance with the agency's policies, standards, and guidelines, provides trusted, expert operational HR support to people managers across CMHA Simcoe…
Added 56 mins ago
Ad Ops Specialist
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Halifax, NS
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 56 mins ago
EA
Group Benefits Specialist
Effortless Admin Inc.
Edmonton, AB
- Full-time
Commitment to professional development and continuous learning
Added 1 hour ago
M
Sales Executive, Cloud & AI
Microsoft
Toronto, ON
- Full-time
As a Sales Executive, Cloud &AI, you are a business leader with deep technical and business knowledge within our enterprise sales organization, working with our most important customers in…
Added 1 hour ago
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Senior Counsel, Treasury and Payments Solutions
BMO
Toronto, ON · FCP
- Full-time
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Added 1 hour ago
PA
Specialist, Training and Content
Porter Airlines Inc.
Toronto, ON
- Full-time
Experience using tools such as Canva, Google Workspace, Articulate or similar learning and content-development platforms.
Added 2 hours ago
UO
Manager, Partnerships & Engagement
University of Calgary
Calgary, AB
- Full-time
Reporting to the Manager, Operations and Impact, the incumbent leads the strategic development and management of external partnerships with a focus on community & industry partnerships for…
Added 2 hours ago
Project Manager
Konrad
Toronto, ON
This role sits on our Digital team, where your internal title will be Specialist, Digital, working primarily in a project management capacity across client engagements. As a Specialist,…
Added 2 hours ago
Program Manager
Konrad
Toronto, ON
This role is part of our Digital team, where your internal title will be Senior Specialist, Digital; working primarily in a strategic leadership capacity across client engagements. As a…
Added 2 hours ago
SD
Associate, Salaried Part Time Day
Shoppers Drug Mart
Mississauga, ON
- Part-time
…frequent contact will likely be with your District Manager and your Pharmacy Operations Specialist, both of whom are dedicated to helping your business success and career…
Added 3 hours ago
LP
Curriculum & Transfer Specialist
Lethbridge Polytechnic
Lethbridge, AB
- Full-time
Reporting to the Manager, Admissions, Curriculum & Transfer, the Curriculum & Transfer Specialist is an integral member of the Registrar’s Office (RO) team. This role requires strong…
Added 4 hours ago
MG
Director, Legal & Loan Operations
MarshallZehr Group Inc.
Waterloo, ON
- $110,000 to $130,000 CAD / year
- Full-time
MarshallZehr Group Inc. provides customized construction and development financial solutions for high-performing real estate developers. Since 2008, MarshallZehr has grown to become one of…
Added 4 hours ago
ML
MRO Coordinator
Maple Leaf Foods Inc
Hamilton, ON
- $47,000 to $69,000 CAD / year
- Full-time
Learning and development opportunities, including workshops, ‘speaker series’ events, and resources that allow you to develop your skills and progress your career.
Added 5 hours ago
CB
Regional Operations Specialist
COBS Bread
Remote, Canada
- Full-time
- Remote
An open, ‘continuous-learning’ environment where professional development and career progression is encouraged
Added 5 hours ago
NS
Pediatrician - Yarmouth
Nova Scotia Healthcare System
Yarmouth Indian Reserve No. 33, NS · Yarmouth, Nova Scotia
- Full-time
…We’re on a mission to achieve excellence in health, healing, and learning through working together, which is reflected in the hospitals, health centers, and community-based programs we…
Added 5 hours ago
C
Leasing Specialist
CAPREIT
Victoria, BC
- Other
Are you enthusiastic, customer-oriented and enjoy interacting with people?
Added 5 hours ago
A
CSS Regional Lead - Associate Director
Aon
Toronto, ON
- Full-time
Makes employment decisions, evaluates and rewards staff performance, recommends training and development opportunities.
Added 5 hours ago
A
Certificate Specialist
Aon
Toronto, ON
- Full-time
Aon fosters a culture of continuous learning. You’ll have opportunities to develop and report critical Key Performance Indicators (KPIs), analyze data, and implement quality control…
Added 5 hours ago
A
CSS Team Lead
Aon
Toronto, ON
- Full-time
Make hiring decisions, evaluate and reward team performance, recommend training and development opportunities
Added 5 hours ago
A
Resource Manager
Aon
Toronto, ON
- Full-time
Evaluates and recognizes in collaboration with the offshore/onshore team staff performance, recommends/provides training and development opportunities.
Added 5 hours ago
CB
Regional Operations Specialist
COBS Bread
AB · Edmonton, AB
- Full-time
An open, ‘continuous-learning' environment where professional development and career progression is encouraged
Added 5 hours ago
Foxglove- Relief Support Worker (Casual)
RainCity Housing and Support Society
Surrey, BC
…many of whom are living with mental illness, substance use and/or HIV. Using a strengths-based model, the Support Worker participates with tenants in the development and implementation of…
Added 6 hours ago
CC
Loyalty Program Associate Specialist
Canon Canada
Brampton, ON
- Full-time
We offer comprehensive health and wellness benefits, learning and development opportunities, recognition programs and other perks. We want your career with us to be a journey, and we…

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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