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Added 10 mins ago
Senior Project Manager - PL#83205
Peter Lucas
Regina, SK
Full-time
…standard project delivery. We are currently looking for a Project Manager to join our…
Added 10 mins ago
Customer Experience Associate Manager (Contract)
DECIEM | THE ABNORMAL BEAUTY COMPANY
Toronto, ON
Contract
The Customer Experience Associate Manager is responsible for managing the end-to-end order-to-cash process for B2B customers, ensuring seamless execution from order intake through delivery,…
Added 10 mins ago
Program Manager – Chatham-Kent/Sarnia-Lambton/Windsor-Essex
JA South Western Ontario
ON · Chatham-Kent, ON
Full-time
This role reports to the Director, Programs & Operations. Internally the Program Manager collaborates closely with other Program Managers, the Company Program & Camps Manager and the…
Added 10 mins ago
Director of Parks and Recreation
Brandon University
Brandon, MB
Full-time
Assists the General Manager in strategic planning and implement Department strategic planning objectives.
Added 10 mins ago
Store Manager
MacDonald Search Group
Sarnia, ON
Full-time
Our client is an established Canadian specialty apparel retailer seeking a Store Manager to lead its new Sarnia location!
Added 10 mins ago
Part-Time Bilingual Active Living Aide (French and English)
COGIR Real Estate
Orleans, ON
Part-time
Reporting to the Active Living Manager, the Active Living Aide assists in the planning, organization and implementation of meaningful programs for the residents.
Added 10 mins ago
Income Tax Support Specialist
The Salvation Army in Canada
Calgary, AB
Part-time
Prepare regular updates and communication program challenges, risks, or concerns to the Community Program Manager monthly reports for the Community Program Manager and support reporting…
Added 10 mins ago
Resident Attendant
The Salvation Army in Canada
Calgary, AB
Part-time
…instruction from the Registered Nurse (RN) and supervision of the manager. The incumbent works as a member of the Interdisciplinary Team in assisting clients with meeting their personal…
Added 12 mins ago
Temporary Assistant Manager
Circle K
Petitcodiac, NB
You will assist the Store Manager with overseeing the store operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, paperwork, making bank…
Added 12 mins ago
Store Assistant
Circle K
Paradise, NL
You will assist the Store Manager with overseeing the store operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, paperwork, making bank…
Added 12 mins ago
Nurse B - Registered Nurse
HealthCareersInSask.ca
Prince Albert, SK
Part-time
…management and utilize the Victoria Hospital beds and nursing staff resources in collaboration with the Unit Manager during their hours of work and in the off hours. The Nursing Supervisor…
Added 12 mins ago
Exercise Conditioning Therapist Degree Senior
HealthCareersInSask.ca
Saskatoon, SK
Part-time
…for patients with chronic disease. In conjunction with the Manager, the incumbent will design, direct, organize and operate exercise programs for the First Step, Cardiac and Pulmonary…
Added 12 mins ago
Mental Health Therapist Staff
HealthCareersInSask.ca
North Battleford, SK
Full-time
Job Description: Working under the general direction of the Manager of Rehabilitation Services, the staff Mental Health Therapist is responsible for the development, delivery and evaluation…
Added 12 mins ago
Manager, Reliability Project Implementation
Cenovus Energy
Calgary, AB
Full-time
The Manager, Reliability Project Implementation leads a team responsible for ensuring reliability strategies, project requirements, and Management of Change (MOC) deliverables are…
Added 12 mins ago
Manager, Curriculum and Academic Quality Assurance
University of Guelph
Guelph, ON
Reporting to the Director, Academic Programs and Policy, the Manager, Curriculum and Academic Quality Assurance is a key position within a client-focused team providing expert advice on…
Added 12 mins ago
Electrical Estimator - McCaine Electric
Canem Systems Ltd.
Winnipeg, MB
Full-time
…building effective relationships with clients, suppliers and staff and contributing to marketing the company and its services. The Estimator reports directly to the Estimating…
Added 12 mins ago
Yard Manager
PERI
Surrey, Brit
The main purpose of PERI's Yard Manager (YRDMAN) position is to support all operational functions at the assigned site. In addition, it is the responsibility of the YRDMAN to provide direct…
Added 12 mins ago
Project Manager, Infrastructure Services
CityofOttawa
Ottawa, ON
…actions to be taken in order to ensure the health and safety of staff in accordance with applicable legislation and city policies and…
Added 12 mins ago
Junior Proposal Specialist
ATCO
Calgary, AB
Full-time
…Solutions (AFS) Services team. Reporting directly to the Project Manager, Services, this role will work closely with Project Managers, Estimators, Operations personnel, and subject matter…
Added 12 mins ago
Senior Project Manager - PL#83205
Peter Lucas Project Management Inc.
Saskatoon, SK
Full-time
…standard project delivery. We are currently looking for a Project Manager to join our…
Added 12 mins ago
Senior Project Manager - PL#83205
Peter Lucas Project Management Inc.
Calgary, AB
Full-time
…standard project delivery. We are currently looking for a Project Manager to join our…
Added 12 mins ago
Senior Project Manager - PL#83205
Peter Lucas Project Management Inc.
Regina, SK
Full-time
…standard project delivery. We are currently looking for a Project Manager to join our…
Added 12 mins ago
Senior Project Manager - PL#83205
Peter Lucas Project Management Inc.
AB · Edmonton, Alberta
Full-time
…standard project delivery. We are currently looking for a Project Manager to join our…
Added 12 mins ago
Facilities Coordinator
JLL
Calgary, AB · CAN-CLIENT Calgary-WestJet
$61,000 to $69,000 CAD / year
Full-time
Providing comprehensive administrative support to the Operations Manager and MTS Tech for all non-Calgary sites will be a core function. You'll manage the badging support process including…
Added 12 mins ago
Dsgn Engineer Specialist - Civil
Hydro One Networks Inc
Toronto, ON
Reporting to the Manager, Engineering, the Design Engineer Specialist provides advanced technical expertise and leadership in the planning, design, review, and implementation of complex…

CMB Insurance Brokers

Client Services Representative

Calgary, AB, Canada
Greater Calgary Metropolitan Area, Canada

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

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Applications open in a new tab.

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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