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Added 6 mins ago
WC
(CAN) Caissier
Walmart Canada
Montreal, QC
- Contract
Added 6 mins ago
WC
(CAN) Associé de jour, rénovation
Walmart Canada
Montreal, QC
- Contract
Position Summary...A day remodel associate works with the Remodel Lead and Day Remodel Manager to establish standards in newly renovated departments. They complete modulars, assist…
Added 6 mins ago
WC
(CAN) Associé de jour, rénovation
Walmart Canada
Montreal, QC
- Contract
Position Summary...A day remodel associate works with the Remodel Lead and Day Remodel Manager to establish standards in newly renovated departments. They complete modulars, assist…
Added 6 mins ago
WC
(CAN) Cashier
Walmart Canada
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Contract
Added 6 mins ago
WC
(CAN) Associé à la protection des biens
Walmart Canada
Longueuil, QC
- Full-time
Added 6 mins ago
WC
Front End Checkout Team Associate
Walmart Canada
Toronto, ON
- Full-time
Added 6 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Grand Falls, NB
- Full-time
Added 6 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Grand Falls, NB
- Full-time
Added 6 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
Peace River, AB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 6 mins ago
WC
(CAN) Consumables Associate
Walmart Canada
Corner Brook, NL
- Full-time
Added 6 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Grand Falls, NB
- Full-time
Added 6 mins ago
M
Building Manager
Morguard
Mississauga, ON
- Full-time
Added 6 mins ago
WC
Associé à la protection des biens
Walmart Canada
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Added 6 mins ago
PC
Project Technologist/Senior Project TechnologistHazourdous Materials
Pinchin Canada
Barrie, ON
- $50,000 to $63,000 CAD / year
- Full-time
Added 6 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Sudbury, ON
- Full-time
Added 6 mins ago
WC
(CAN) General Merchandise Associate
Walmart Canada
Lethbridge, AB
- Contract
Position Summary....A day remodel associate works with the Remodel Lead and Day Remodel Manager to establish standards in newly renovated departments. They complete modulars, assist…
Added 6 mins ago
WC
(CAN) Consumables Associate
Walmart Canada
Sudbury, ON
- Full-time
Added 6 mins ago
WC
Senior Manager, Data Analytics
Walmart Canada
Mississauga, ON
- Full-time
The Senior Manager, Data Analytics & AI Transformation is responsible for leading the development, maintenance and continuous improvement o
Added 6 mins ago
WC
(CAN) Overnight Associate
Walmart Canada
Lethbridge, AB
- Contract
Position Summary...An overnight remodel associate works with the Overnight Remodel Manager to establish standards in newly renovated departments. They complete modulars, ensure high-ticket…
Added 6 mins ago
WC
Self Checkout Attendant
Walmart Canada
ON · Simcoe, ON
- Full-time
Added 6 mins ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
Fort McMurray, AB
- Full-time
Added 6 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Mississauga, ON
- Full-time
Added 6 mins ago
WC
(CA) Pharmacy Assistant
Walmart Canada
Hamilton, ON
- Full-time
Added 6 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Sussex, NB
- Full-time
Added 6 mins ago
WC
Senior Manager, Merchandising Planning
Walmart Canada
Mississauga, ON
- Full-time
Position Summary...The Senior Manager, Merchandising Planning leads the strategy, planning, and execution of merchandising programs, driving sales, profit, and inventory objectives while…

CMB Insurance Brokers

Client Services Representative

AB, Canada
Greater Edmonton Metropolitan Area, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 4, 2026
Posting language: English
Posted: Nov 4, 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 and email 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 required 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 with accurate policy information, assist with all schedules, create and complete appropriate abeyances & support with the preparation of 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.
Mail – incoming mail (Canada Post, ICS and Courier) sorted, time stamped and processed into the system, as required.
Mail – outgoing; letters, envelopes, prepare all courier waybills, accurate mailing labels and appropriate postage.
Scanning, filing, and light office duties, as required.
Other duties that may be assigned.

Team Support

Be familiar with and follow company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR procedures, etc.)
Respond to and address all client inquiries and requests in a timely manner
Report any problems on potential lost accounts before occurrence to the Service Supervisor
Report all potential bad debts immediately to the Service Supervisor
Take all steps to prevent Errors & Omissions, and report any potential E&O to the Service Supervisor

Office Support

Attend and participate in Account Manager/CSR meetings, general staff meetings, company functions
Appropriately utilize all programs and portals as required
Other related duties as assigned

This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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More about this job

Responsibilities

Respond to client inquiries and requests, prepare insurance correspondence and policy documents, coordinate certificates, update client and policy records, and create invoices. Maintain organized files and process mail while following company procedures, supporting the service team, and escalating potential account, debt, or errors-and-omissions concerns.

Requirements

The posting does not specify formal education, prior experience, or required credentials. It emphasizes timely client service, accurate insurance administration, adherence to company procedures, teamwork, and attention to detail.

Skills

Client Service
Telephone and Email Communication
Document Preparation
Certificate Coordination
Data Entry and Record Accuracy
Invoice Preparation
File Management
Mail Processing
Claims Administration
Time Management
Attention to Detail
Team Collaboration
Error and Omissions Prevention

Benefits

Health and Wellness Coverage
Mentorship and Leadership Training
Education Support
Licensing and Training Grants

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Client Service
Client Inquiries
Policy Administration
Endorsements
Pink Cards
Certificates of Insurance
Mortgagee Requests
Additional Insureds
Claims Requests
Notice of Loss
Policy Renewals
New Business Submissions
Invoices
Financing Contracts
Epic
CSIO
ISNetWorld
Abeyances
File Management
Mail Processing
Errors and Omissions
Collections
Accounts Receivable
Insurance Brokerage

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