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Added 6 mins ago
PI
Project Technologist/Senior Project Technologist Hazourdous Materials
Pinchin in Canada
Barrie, ON
- $50,000 to $63,000 CAD / year
- Full-time
Pinchin is seeking a Project Technologist/Senior Project Technologist to join our HAZ/IEQ team in Barrie. The role reports to the Operations Manager.
Added 6 mins ago
RB
Senior Manager, Social Content & Communities
Royal Bank of Canada
Toronto, ON
- Full-time
…recognized brands. We're looking for an experienced Senior Manager, Social Content & Communities to lead how RBC Direct Investing shows up across social: turning complex investing concepts…
Added 6 mins ago
RB
Branch Manager - Alpine Park
Royal Bank of Canada
Calgary, AB
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 6 mins ago
RB
Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Ottawa, ON
- Full-time
…financial analysis, cash management, investments, credit, and client acquisition takes centre stage. Your finely honed solution-development skills, combined with your innate business…
Added 6 mins ago
RB
Branch Manager - Belmont
Royal Bank of Canada
Calgary, AB
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 6 mins ago
SC
Relationship Manager/Senior Relationship Manager - Commercial Markets
Servus Credit Union
Edmonton, AB
- Full-time
We are hiring for a full-time Relationship Manager or Senior Relationship Manager in our Commercial Markets - Edmonton Region.
Added 6 mins ago
KD
Casual Direct Support Professional - Hamilton (Freelton)
Karis Disability Services
Hamilton, ON
- Part-time
Realistic job preview at location, and meeting with the hiring manager
Added 6 mins ago
T&
Senior Project Manager
Turner & Townsend
Ottawa, ON
- Full-time
You are an expert Senior Project Manager looking for the next step or are currently undertaking a similar role in a similar environment; a highly regulated and complex operational…
Added 6 mins ago
T
Personal Banker Trainee
TD
Mississauga, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 6 mins ago
T
Senior Treasury Liquidity Measurement Analyst
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 6 mins ago
T
Personal Banking Associate Trainee
TD
Woodbridge, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 6 mins ago
T
Customer Experience Associate - Lasalle (Full-time, 37.5/week)
TD
Montreal, QC
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 6 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 6 mins ago
NC
Software Developer
NAV CANADA
Ottawa, ON
- Full-time
Strong expertise in network programming and client-server communications, including TCP/IP, connection management and communication failure handling.
Added 6 mins ago
T
Manager, Customer Experience Trainee
TD
Calgary, AB
- Full-time
…experience? If so, then apply with us today for the position of Manager Customer Experience and offer your expertise in creating meaningful and memorable customer…
Added 6 mins ago
S
Customer Success Manager
Solink
Remote, Canada
- $96,769 to $120,000 CAD / year
- Full-time
- Remote
…customer-centric company, the relationships and trust we build between the client and Solink is a critical indicator of…
Added 6 mins ago
HR
Registered Nurse, Cardiology Clinic
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
…Health, Willson Site Labour Group: ONAReporting Relationship: Manager, Cardio-DiagnosticsHourly Rate:…
Added 6 mins ago
M
Sales Development Representative - Ottawa
Medfar
Ottawa, ON
- Full-time
Collaborate with the internal team and the Sales Manager on various projects aimed at optimizing sales and standing out from the competition.
Added 21 mins ago
B
Banking Officer, Banking Client Solutions Team
BMO
Toronto, ON · FCP
- Full-time
Determines client needs and ensures timely and accurate completion of transaction processing.
Added 21 mins ago
B
Portfolio Analyst
BMO
Ottawa, ON · Toronto, ON · FCP
- Full-time
Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
Added 21 mins ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 21 mins ago
B
Senior Compliance Officer, Capital Markets Regulatory Enquiries & Governance (12-months Contract)
BMO
Toronto, ON · FCP
- Full-time
Added 21 mins ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 21 mins ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Added 21 mins ago
Sales Associate
Laura Canada
Niagara-on-the-Lake, ON
Privately owned and based in Laval, Quebec, with a strong vision for innovation and optimizing the employee and client experiences, we continue to help generations of Canadian women to look…

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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