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Added 9 mins ago
Security Shift Supervisor - Site Lead
Mattel, Inc.
Montréal-Ouest, QC
Full-time
The Security Shift Supervisor serves as the primary Global Security point of contact for an assigned shift within a 24/7 operation. This role leads and supports Security Officers,…
Added 10 mins ago
Hardware Supervisor, Drumheller, AB- Westview Co-op
Co-op
Drumheller, AB
Full-time
Co-op does business differently. As a co-operative, we believe in working together to serve Western Canadians, delivering profits back to our communities and investing in sustainable…
Added 36 mins ago
General Laborer
Sandvik
North Bay, ON
Full-time
…quality. We take pride in delivering high-quality galvanizing services and maintaining a safe and efficient workplace for…
Added 36 mins ago
Senior Account Executive
Kintetsu World Express
Vancouver, BC
Full-time
In addition, you will contribute to increasing productivity and revenue by focusing on high-value business opportunities that align with the company’s transportation services and overall…
Added 40 mins ago
Warehouse Unloader/Loader - UniFirst Canada
UniFirst
Kelowna, BC
Full-time
UniFirst is an international leader in garment & Uniform services industry. We currently employ over 14,000 team partners who serve 300,000 business customer locations throughout Canada,…
Added 40 mins ago
Laboratory Technician - Particle Size
Bureau Veritas
Bedford, NS
Bureau Veritas is a world leader in testing, inspection and certification services.
Added 55 mins ago
Executive Assistant - Corporate Affairs
Hydro One Networks Inc
Toronto, ON
Manage and be responsible for the provision of administrative services relative to communications, project coordination and records management. Prepare correspondence and submissions,…
Added 55 mins ago
092R1-26-1 Family Support Worker
Six Nations
Ohsweken, ON
Full-time
…14, 2026, for the Family Support Worker with Child and Family Services, Social Services. The Six Nations of the Grand River Application for Employment Form, Job Posting and Job Description…
Added 55 mins ago
Rock Mechanics Lab Coordinator
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Burlington, ON
Working closely with the Lab Supervisor, laboratory staff, project teams and clients, you will help maintain an organized, quality-focused laboratory while supporting project delivery and…
Added 1 hour ago
Senior Business Partner - People and Culture
Evolution Mining Limited
Red Lake, ON
…efficient and effective delivery of routine HR operational services and ad-hoc requirements, while also leading the implementation of site and Group P&C…
Added 1 hour ago
Quality Technician
Price Industries Limited
Winnipeg, MB
…(www.priceindustries.com). The founding principles of Price have never changed – business integrity, first-class service, innovation and a commitment to people. Our dependable quality,…
Added 1 hour ago
Parts Delivery Driver - 18 month contract
Premier Truck Group
Sarnia, ON
Contract
…trucks, and a full suite of parts, maintenance, and repair services. When you build your career here, you make a commitment to being the very best in the business. We are the pre-eminent…
Added 1 hour ago
Documentation Technician
McGill University
Sherbrooke, QC
Full-time
McGill Librairies (Collection Services - Collection Development)
Added 2 hours ago
Business Analyst
City of Winnipeg
Winnipeg, MB
Full-time
Reporting to the Coordinator of Business Analysis and Quality Assurance, the Business Analyst is responsible for leading the elicitation, communication, analysis, and documentation of the…
Added 2 hours ago
AVP, Operations
Butterfield Group
Moncton, NB
Full-time
Butterfield is a leading, independent offshore bank and trust company. With more than 1,200 financial services professionals across ten international jurisdictions, the Butterfield…
Added 2 hours ago
Reporting Analyst, Customer Finance
UFA Co-operative Ltd.
Calgary, AB
Reporting to the Supervisor, Customer Finance, the Reporting Analyst, Customer Finance is responsible for identifying opportunities, analyzing and evaluating information, and implementing…
Added 2 hours ago
Signature Banker
Scotiabank
Ottawa, ON
Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Team Lead and/or AML and/or Branch Compliance Officer (BCO) and/or Chief…
Added 2 hours ago
Security Site Supervisor - Corporate
Securitas Canada
Toronto, ON
Full-time
Securitas Canada Limited is one of Canada's largest providers of security services and a leader within our industry. Over 8,000 employees provide security services to thousands of public…
Added 2 hours ago
Chief Project Officer, and Executive Director, Capital Planning and Projects
Vancouver Coastal Health
North Vancouver, BC
$89.06 to $133.59 CAD / hour
Full-time
…team. Reporting to the Chief Financial Officer & VP, Strategic Business Services, the Chief Project Officer and Executive Director provides executive leadership for a capital portfolio…
Added 2 hours ago
Food Service Supervisor
Golden Goose Holdings Ltd
Squamish, BC
Full-time
…While its core operations focus on financial and accounting services, the organization also supports roles that contribute to overall business operations, including food service and…
Added 2 hours ago
Production Supervisor - Drummondville,QC
Siemens
Drummondville, QC
Full-time
Participate in our celebrations, social events, and off-site business events;
Added 2 hours ago
Retail Sales Supervisor
Staples Inc.
NB · Saint-Basile, NB
Full-time
As a Sales Supervisor at Staples, you will lead a team to provide exceptional customer experiences, drive sales, and maintain operational excellence. Your passion for the business will…
Added 2 hours ago
Aide clerical, production/Clerical Support, Production
Protective Industrial Products
Laval, QC
Full-time
…circulation efficace de l’information entre la production et les services…
Added 3 hours ago
Supervisor of Emergency Management and Business Continuity
City of Cambridge Ontario
Cambridge, ON
$107,360 to $130,932 CAD / year
Full-time
Reporting to the Deputy Fire Chief, the Supervisor of Emergency Management & Business Continuity is responsible for the strategic leadership, development, implementation and performance…
Added 3 hours ago
Line Lead
Menasha Corporation
Georgetown, ON · MPC Kraft Heinz Georgetown Plant
Full-time
Our ORBIS business believes there is a better way to optimize today’s supply chains, with reusable packaging products and services. Reusable containers, pallets, dunnage, bulk systems and…

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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