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Added 7 mins ago
Grocery Utility Clerk (Cochrane)
Calgary Co-op
Cochrane, AB
The Grocery Utility Clerk is responsible to ensure customer service is provided through maintaining a safe and efficient operation while adhering to Company policies, procedures and…
Added 7 mins ago
DT
Store Manager
Dollar Tree Stores
Toronto, ON
- Full-time
At Dollar Tree Canada, we know it’s our people that make us unique. Our growth and success comes from our amazing team, our unbelievable everyday deals, and our commitment to great customer…
Added 7 mins ago
Yard Shipper/Receiver
UFA Co-operative Ltd.
Grande Prairie, AB
Reporting to the Yard Manager, the Yard Shipper/Receiver plays a critical role in the day-to-day success of the Farm Store. In this hands-on role, you will receive and organize inventory,…
Added 7 mins ago
Assistant Manager
EssilorLuxottica Group
Langley (City), BC · Langley, BC
o Comp Sales, % Sales to Plan; Conversion & Customer Count, Comp Growth; Increased Traffic; Store Operating Profitability; Continuity of Care, Exam Growth & Retention Goals; Net Promoter…
Added 7 mins ago
GP
Performance Marketing Manager
Generac Power Systems
Toronto, ON · Canada - Toronto
- Full-time
The Growth Marketing team is looking for a Performance Marketing Manager to own demand capture, converting demand into efficient, profitable revenue across our digital storefronts. This…
Added 7 mins ago
Manager, Digital Experience (.COM)
Scotiabank
Toronto, ON
Lead the Digital Commerce channel strategy in support of Scotiabank’s goals and objectives. Focus on a seamless customer experience for both new and existing Scotiabank customers, create…
Added 7 mins ago
F
Products & Service Sales Manager
Finning
Calgary, AB
- Full-time
The Product & Service Sales Manager – Power & Energy is a senior customer-facing leadership role responsible for driving profitable growth across power generation equipment, energy…
Added 7 mins ago
AI
Technical Product Manager - Platforms & Integrations
Accurant International
Remote, Canada
- $120,000 to $140,000 CAD / year
- Full-time
- Remote
Job Title: Technical Product Manager – Platforms & Integrations
Added 7 mins ago
VF
Maintenance Technician
Village Farms International Inc.
Delta, BC
- $30 to $42 CAD / hour
- Full-time
Perform regular inspections on equipment to ensure safety and functionality, while effectively communicating all maintenance issues to the Manager and team as required
Added 7 mins ago
CS
Active Living Manager
Cogir Senior Living
Ottawa, ON · Lynwood Park
- Full-time
Coaching and Mentoring: We are committed to your ongoing growth and development. You will have the opportunity to work closely with our Regional and National teams, who will provide…
Added 7 mins ago
Senior Consultant, Professional Services
Bell
Montreal, QC
…and a collaborative environment that supports creativity and growth. Want to be part of a diverse team where your work makes a real impact? If you’re inspired by innovation that advances…
Added 7 mins ago
SA
Advertising Sales Manager
Samsung Ads Canada
Toronto, ON
- $120,000 to $140,000 CAD / year
- Full-time
The Samsung Customer Solutions team is focused on mid-sized & high growth advertisers (and their ad agencies) with a goal of bringing in new business while also driving efficiencies &…
Added 7 mins ago
FA
Ecommerce Product Manager
Flair Airlines
Vancouver, BC
- Full-time
Join the IT E-Commerce & Digital Marketing team at Flair as an Ecommerce Product Manager, where you'll play a key role in shaping the digital customer experience across our web and mobile…
Added 7 mins ago
DR
Yard and Warehouse Manager - Burnaby
DMC Recruitment Group
Calgary, AB
- Full-time
DMC Recruitment Group is partnering with a well-established and respected building materials supplier to recruit an experienced Yard & Warehouse Manager for its Burnaby operation.
Added 7 mins ago
EE
Supply Chain Manager
Expert Executive Recruiters (EER Global)
Toronto, ON · Greater Toronto Area, Canada
- Full-time
An established manufacturing and technology organization is seeking a strategic and hands-on Supply Chain Manager to oversee end-to-end supply chain operations at its North York facility.…
Added 7 mins ago
OR
Neighbourhood Sales and Marketing Representatives + $1000 Signing Bonus - NS
OSL Retail Services
Halifax, NS
- Full-time
Fulltime flexible work schedule; evening and some weekend work are required to maximize customer contact
Added 22 mins ago
Channel Partnerships Manager, Investor Ecosystems (VC & PE)
Gusto, Inc.
Toronto, ON
Gusto is looking for a VC & PE Partnerships Manager to own and scale our relationships across venture capital (VC) and private equity (PE) firms.
Added 22 mins ago
A
Principal Product Manager
Absorb
Remote, Canada
- Full-time
- Remote
We’re looking for a Principal Product Manager to define the future of our Enterprise Customer Education segment, helping Absorb’s enterprise clients train and enable their customers at…
Added 22 mins ago
T
Wealth Operations Officer II Preferred Candidate
TD
Toronto, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 22 mins ago
T
Senior IT Developer
TD
London, ON · Mississauga, ON · Toronto, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 22 mins ago
T
Personal Banking Associate - Cure Labelle (Full-time, 37.5h/week)
TD
Laval, QC
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 22 mins ago
T
Customer Experience Associate
TD
Surrey, BC
- Part-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 22 mins ago
MM
Client Relationship Management - Lead Specialist
Marsh McLennan
Montreal, QC
- Full-time
Direct and implement the sales and marketing strategy for managed accounts and growth areas leveraging an in-depth understanding of market needs and expectations, trends and internal…
Added 22 mins ago
TE
Manager, Regulated Business Development
TC Energy
Calgary, AB
- Full-time
As the Canada Gas Business Development team evolves to support the next phase of growth for TC's regulated natural gas business, the Manager, Regulated Business Development will play a…
Added 22 mins ago
EC
Profit Centre Manager
EMCO Corporation
Mississauga, ON
- Full-time
Our teammates are empowered to make decisions, develop customer relationships, drive growth, and shape the future of their business. We provide the tools, support, and mentorship needed to…

CMB Insurance Brokers

Client Services Representative

AB, Canada
Greater Edmonton Metropolitan Area, Canada

Full-time

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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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