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Added 11 mins ago
SG
Customer Service and Collections Representative
SinglePoint Group International Inc
Toronto, ON
- Full-time
…Representatives to join our team. As a Customer Service and Collections Representative, your primary mission is to monitor customer accounts, provide customer service regarding collection…
Added 12 mins ago
RC
Sales Representative
Reliable Corporation
Burlington, ON
- Full-time
Reliable is seeking a motivated Sales Representative to grow new business and strengthen relationships with key accounts. Reporting to the Sales Manager, you will manage an assigned account…
Added 12 mins ago
E
Project Group Manager
Electrozad
London, ON
- Full-time
An opportunity for career development across many business departments within our organization.
Added 12 mins ago
TB
Business Development Representative ($85,000-$95,000 OTE)
The Bullpen
Vancouver, BC
- $50,000 to $54,000 CAD / year
- Full-time
Business Development Representative ($85,000 to $95,000 OTE)
Added 12 mins ago
A
Information Technology - Senior/Lead, Data Visualization Engineer, Product Business Technology
Aritzia
Vancouver, BC
- Full-time
Aritzia is growing, and our Product Business Technology team is growing with it. This is a unique opportunity to join the Product Business Technology department, where you will be part of…
Added 26 mins ago
AI
Territory Sales Manager
AFC Industries
Saint-Magloire, QC · L'Islet, Quebec
- Full-time
The Territory Sales Manager is responsible for managing and growing AFC Canada's strategic business relationship with Umano Medical through the execution and management of a Vendor Managed…
Added 41 mins ago
C
Universal Banker
CIBC
Toronto, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As a Financial Services…
Added 42 mins ago
CT
Senior Applied AI Scientist, Advanced Analytics & Modelling - Customer Intelligence
Canadian Tire Corporation
Toronto, ON
- Full-time
Build robust evaluation frameworks for ML and GenAI outputs, including representative test sets, quality measures, human review, regression testing, and analysis of failure modes.
Added 42 mins ago
CT
Senior ML/AI Engineer, Advanced Analytics & Modelling - Customer Intelligence Platforms
Canadian Tire Corporation
Toronto, ON
- Full-time
Own the platform's ML capabilities, including transaction classification, clustering, feature development, model validation, performance monitoring, and drift management.
Added 42 mins ago
B
Client Service Associate, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Support prospective client activity by coordinating meetings, preparing introductory materials and assisting the advisory team with client development initiatives.
Added 42 mins ago
I
Building Operator
ISS
Ottawa, ON
- $35 to $40 CAD / hour
…and sufficiently while keeping the site operations manager, business stakeholders, and end users updated. Other duties as…
Added 42 mins ago
LM
Underwriter, Property & Casualty
Liberty Mutual Canada
Calgary, AB
- Full-time
…assigned renewal portfolio as well as prospecting and pursuing new business targets. The successful candidate will be responsible for Middle Market Property and Casualty business within the…
Added 56 mins ago
Actuarial Expert - Alberta Auto Pricing
Wawanesa Insurance
Calgary, AB · AB · Lethbridge, AB · Lloydminster, AB · Vancouver, BC · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Thunder Bay, ON · Toronto, ON · Montreal, QC · North York - Toronto, ON (Hybr, ON · Edmonton, AB (Hybrid), AB
The Actuarial Expert leverages strong technical actuarial skills and business acumen to drive critical growth and profitability projects in Wawanesa's critical Alberta Auto product segment.…
Added 56 mins ago
Inside Sales Representative
Berlin Packaging Canada Corporation
Dorval, QC
We are seeking an Inside Sales Representative, who will develop sales through prospecting and servicing new and existing customers. Increase revenue by targeting and winning sales across a…
Added 56 mins ago
Fuel & Tobacco Officer (Fuel and Tobacco Officer 2A-2C)
The Government of Nova Scotia
Dartmouth, NS
At Service Nova Scotia, we impact every citizen, business and municipality and business in Nova Scotia. Our mandate is to design and deliver programs and services to meet the needs of our…
Added 56 mins ago
AE
AE - Merchandising Team Leader (Assistant Manager)
American Eagle Outfitters
Mississauga, ON
- Full-time
…store by analyzing reporting and daily trends to make strategic business decisions. You're the Store Team Leader's right hand in developing short and long-term business plans to drive key…
Added 56 mins ago
R
Bilingual (French/English) Customer Service Representative
RBC
Mississauga, ON
- Full-time
The Bilingual (French/English) Creditor Customer Service Representative will interact with clients over the phone, and provide them with insurance advice and solutions based on their…
Added 56 mins ago
R
Customer Service Representative - Creditor Insurance
RBC
Mississauga, ON
- Full-time
The Customer Service Representative - Creditor Insurance will interact with clients over the phone, and provide them with insurance advice and solutions based on their individual needs. You…
Added 56 mins ago
C
Claims Representative I, Auto
Co-operators
Laval, QC
- Full-time
…prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with…
Added 57 mins ago
GA
Appliance Sales Representative
Goemans Appliances
Whitby, ON
- Full-time
Position: Appliance Sales Representative (permanent, full-time)
Added 1 hour ago
BDR - Canada - University Graduates (AH-P) (P)
HubSpot
Toronto, ON
🚀 Join HubSpot as an Outbound Business Development Representative (BDR). We are hiring for start dates after graduation!
Added 1 hour ago
GF
Sales and Service Representative (Fitness Trainer) - Toronto Yonge and Lawrence
GoodLife Fitness
Toronto, ON
- Part-time
What is a Sales and Service Representative (Fitness Trainer)?
Added 1 hour ago
C
Business Development Associate
Corpay
Montreal, QC
- Full-time
…part of the application or interview process, please notify a representative of the Human Resources…
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Laval, QC · Caisse Desjardins de l'Ouest de Laval
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…

CMB Insurance Brokers

Client Services Representative

AB, Canada
Greater Edmonton Metropolitan Area, Canada

Full-time

Apply About employer

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.

Apply About employer

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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