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Added 9 mins ago
RB
Senior Manager, Social Content & Communities
Royal Bank of Canada
Toronto, ON
- Full-time
Partner with the customer contact center, business operations, and service teams to route and resolve client and community inquiries and platform feedback originating on social media.
Added 9 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 9 mins ago
RB
Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Ottawa, ON
- Full-time
…acumen, portfolio management expertise, and knack for client service, sets the stage for…
Added 9 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 9 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 9 mins ago
T
Personal Banker Trainee
TD
Mississauga, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 9 mins ago
T
Personal Banking Associate Trainee
TD
Woodbridge, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 9 mins ago
T
Customer Experience Associate - Lasalle (Full-time, 37.5/week)
TD
Montreal, QC
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 9 mins ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 9 mins ago
T
Manager, Customer Experience Trainee
TD
Calgary, AB
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 9 mins ago
S
Customer Success Manager
Solink
Remote, Canada
- $96,769 to $120,000 CAD / year
- Full-time
- Remote
As a Customer Success Manager (Low Touch), you will keep a book of established customers engaged and growing. Monthly check-ins give every account regular contact, and digital and…
Added 9 mins ago
Registered Nurse
Bayshore
Grande Prairie, AB
Able to manage relationships with exceptional customer service.
Added 9 mins ago
GD
DYNAMITE - Operations Assistant Manager - Sherway Gardens
Groupe Dynamite, Inc Garage
Toronto, ON · Etobicoke, Ontario
- Full-time
Reporting to the Store Manager, your main focus as Operations Assistant Manager is to maximize company sales and profitability by maintaining stockroom organization and by managing…
Added 24 mins ago
Sales Associate
Laura Canada
Niagara-on-the-Lake, ON
The Laura Canada Sales Associate provides exemplary customer service to every client, has strong fashion awareness, is knowledgeable about our product and develops long-term relationships…
Added 24 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Regina, SK
Keep the store running smoothly and ensure your team provides outstanding customer service;
Added 24 mins ago
JUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Winnipeg, MB
Keep the store running smoothly and ensure your team provides outstanding customer service;
Added 24 mins ago
A
Funding Consultant
ADP
Dartmouth, NS · Toronto, ON · Etobicoke, Ontario
- Full-time
…as well as be the point of escalation in the absence of the Manager for all critical and sensitive issues. In addition to projects this role will focus on workflow oversight, support, and…
Added 24 mins ago
LC
Viande Assistant Gérant/Superviseur temps plein jour
Loblaw Companies Limited
Val-d'Or, QC
- Full-time
"Nous recherchons des responsables talentueux et passionnés qui possèdent de bons antécédents en matière d’excellence du service à la clientèle et d’augmentation des ventes.
Added 24 mins ago
LC
Grocery Assistant Department Manager Full Time Evening Greenlight Requisition
Loblaw Companies Limited
Kitimat, BC
- Full-time
Added 24 mins ago
CC
Greeting Card Merchandiser (PT)/Étalagiste Pour Cartes de Souhaits (PT) - Mont Royal Area
Carlton Cards
Westmount, QC
- Part-time
You will be a valued member of an engaged team who work independently to complete service schedules and order processing for greeting card departments within top Canadian Retailers in a…
Added 24 mins ago
I
Inside Sales Representative
infraAIR
Toronto, ON
- Full-time
Collaborate with the Ontario Business Development Manager on account targeting, product opportunities, and customer development.
Added 24 mins ago
S
Release Manager
SkyAlyne
Ottawa, ON
- $45.5 to $52.5 CAD / hour
- Contract
Position Reports To: Manager, IM&T Delivery & Customer Engagement
Added 25 mins ago
TH
Flooring Sales Associate: Full Time - COURTENAY
The Home Depot Canada
Courtenay, BC
- Full-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 25 mins ago
TO
Municipal Law Enforcement Officer I
Township of Springwater
Midhurst, ON
- Full-time
…municipality is currently recruiting for an existing permanent, full-time position of Municipal Law Enforcement Officer…
Added 25 mins ago
CH
Overnight Youth Worker
Covenant House Toronto
Toronto, ON
- Full-time
We are currently recruiting for 2 Full Time, Permanent Overnight Youth Workers. These are replacement roles within the organization. One role is Wednesday - Saturday 10:30pm - 8:30am, one…

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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