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Added 9 mins ago
HI
Project Manager
HRbrain Inc.
Montreal, QC
- Contract
We are looking for a Project Manager! Reach out if you are interested and feel free to refer friends/colleagues!
Added 9 mins ago
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Replenishment - Manager Replenishment (In Store)
Sobeys
Saskatoon, SK
- Full-time
…including through coaching and motivating staff during periods of…
Added 9 mins ago
BL
Client Relations & Business Development Specialist
BC Legal Management Association
Vancouver, BC · Greater Vancouver Metropolitan Area
- Other
Reporting to the Senior Manager, Client Relations and Business Development, the BD Specialist works with members of the Vancouver office and assigned national practice and industry groups…
Added 9 mins ago
IR
Materials Management Aide
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
Under the direction of the Clinical Team Manager, the Material Management Aide carries out the warehousing and distribution of materials to all areas of the Interlake- Eastern Regional…
Added 9 mins ago
IR
Dietary Aide
Interlake-Eastern Regional Health Authority
Stonewall, MB
- Full-time
Under the direction of the Manager, Support Services and Food Services Supervisor, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/…
Added 9 mins ago
IR
Mental Health Liaison Nurse, ER
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
…required. The MHLN will report directly to the Clinical Team Manager, Mental Health Program. Responsibilities will be primarily to the emergency department and will begin from initial…
Added 9 mins ago
IR
Dietary Aide
Interlake-Eastern Regional Health Authority
Oakbank, MB
- Full-time
Under the direction of the Manager, Support Services and Cook, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/ residents, staff,…
Added 9 mins ago
IR
Uncertified Cook
Interlake-Eastern Regional Health Authority
Stonewall, MB
- Full-time
Under the direction of the Manager, Support Services and Food Services Supervisor, the Uncertified Cook performs the assigned duties for the provision of regular, therapeutic and texture…
Added 9 mins ago
IR
Housekeeping Aide
Interlake-Eastern Regional Health Authority
Stonewall, MB
- Full-time
Under the direction of the Manager, Support Services and/or Lead Hand the Housekeeping Aide performs the assigned duties in accordance with established work schedules, policies and…
Added 9 mins ago
IR
Housekeeping Aide
Interlake-Eastern Regional Health Authority
Stonewall, MB
- Full-time
Under the direction of the Manager, Support Services and/or Lead Hand the Housekeeping Aide performs the assigned duties in accordance with established work schedules, policies and…
Added 9 mins ago
IR
Regional Patient Care Manager
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
Reporting to the Director Health Services, Acute Care, the Regional Patient Care Manager is accountable for providing regional professional nursing management and support for the direct…
Added 9 mins ago
IR
Dietary Aide
Interlake-Eastern Regional Health Authority
Stonewall, MB
- Full-time
Under the direction of the Manager, Support Services and Food Services Supervisor, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/…
Added 9 mins ago
IR
Patient Flow and Transition Facilitator
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
Reporting to the Regional Manager - Patient Access & Transition, the Patient Flow & Transition Facilitator is responsible for the following:
Added 9 mins ago
IR
MDR Technician
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
The Medical Device Reprocessing Technician shall work under the general direction of the Clinical Team Manager or designate to effectively reprocess medical devices according to CSA…
Added 9 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 9 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
…passion of our people around the world and their desire to lead change. At the same time, we are not afraid to expect a lot and strive for leadership in all of our key markets. We are a…
Added 9 mins ago
T
Engineer I
TD
Toronto, ON
- Full-time
We can't afford to be bored. Neither can you. The scale and scope of what TD does may surprise you. The rapid pace of change makes it a business imperative for us to be smart and…
Added 9 mins ago
SI
Manager, Health & Safety
Saputo Inc.
Port Coquitlam, BC
- Full-time
Influence change through comprehensive risk assessments and safety data analysis and proactively review and execute safety programs
Added 9 mins ago
UO
Manager, Program Facilitation, Institutional Programs
University of Calgary
Calgary, AB
- Full-time
The Office of Research Services in VP Research is currently seeking a Full-time Limited Term Manager for approximately 12 months.
Added 9 mins ago
FB
Senior Project Manager
Forbes Bros. Group of Companies
Toronto, ON
- Full-time
The Senior Project Manager leads complex utility, energy, and infrastructure projects from early contractor involvement and pre-construction through engineering, procurement, construction,…
Added 9 mins ago
W
Senior Manager, Data Analytics
Walmart
Mississauga, ON
- Full-time
The Senior Manager also champions the adoption and democratization of AI and analytics capabilities across Merchandise Operations. Rather than creating dependencies on a centralized team,…
Added 10 mins ago
W
(CAN) Customer Service Manager
Walmart
Mission, BC
- Part-time
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 this role, you lead…
Added 10 mins ago
Senior Project Manager (12-Month Contract)
Atlas Corp.
Vancouver, BC
The Senior Project Manager is responsible for leading complex transformation, business process improvement, technology, cybersecurity, operational technology, finance, and enterprise…
Added 10 mins ago
Manager, Digital Marketing Delivery - 12-month contract - Tangerine
Scotiabank
ON · Toronto, ON
The Digital Marketing Delivery Manager is responsible for collaborating & delivering the end-to-end customer journey for their respective digital marketing campaigns. Partnering with…
Added 10 mins ago
E
Manager, Product Strategy & Operations
eBay
Toronto, ON
- Full-time
…shipping, payments, monetization, compliance, and risk. As the Manager, Product Strategy & Operations, you will change our processes by using AI tools to automate and improve operations.…

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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