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Added 14 mins ago
CF 18 AME (S) Level A
L3Harris Technologies
Cold Lake, AB
L3Harris MAS plays a critical role in the In Service Support (ISS) of the Canadian CF 18 (Hornet) Fighter Aircraft Program. The Aircraft Maintenance Engineer (AME M) supports aircraft…
Added 14 mins ago
CF 18 AME (M) Level A
L3Harris Technologies
Cold Lake, AB
L3Harris MAS plays a critical role in the In Service Support (ISS) of the Canadian CF 18 (Hornet) Fighter Aircraft Program. The Aircraft Maintenance Engineer (AME M) supports aircraft…
Added 14 mins ago
Medical Laboratory Technologist- Donor Testing
Canadian Blood Services
Brampton, ON
Leveraging your excellent customer service skills, you will assist internal and external customers.
Added 14 mins ago
EM
Driver - Calgary Airport
Enterprise Mobility
Calgary, AB
- Full-time
…appropriate destination(s) while giving helpful, courteous and professional customer…
Added 14 mins ago
BC
Financial Solutions Specialist - Burnaby Branch
Beem Credit Union
Burnaby, BC
- Full-time
…financial partner that offers both digital ease and people-first…
Added 14 mins ago
BC
Administrative Assistant (Category 4) - Professional Conduct Review
BC College of Nurses and Midwives
Vancouver, BC
- Full-time
…Columbia. Regulation helps to protect the public by ensuring that professional care or service received by the public is competent, ethical, and meets the standards that society views as…
Added 14 mins ago
A
Boutique Fitness Instructor - Aqua Zumba & Aqua Fit Instructor
Altea
Winnipeg, MB
- Part-time
…quality of a standalone boutique with the breadth of a full service club, and we deliver an experience that members build their week around. We are the membership members actually use.…
Added 14 mins ago
BR
Leasing & Site Administrator
BGO Real Estate
Newmarket, ON
- Full-time
…maintaining accurate property records. The ideal candidate is customer-focused, detail-oriented, and enjoys working collaboratively to provide professional service to residents and…
Added 14 mins ago
MR
Par-Time Sales Associate
Match Retail
Burnaby, BC
- $25 CAD / hour
- Part-time
Meet or exceed sales goals while delivering exceptional customer service.
Added 14 mins ago
AR
Second Chef Cook 2
Algonquin Resort
Kingston, ON
- Part-time
Provides a professional image at all times through appearance and dress.
Added 14 mins ago
BR
Game Day Lead (Vancouver)
Brodie Rec League
Burnaby, BC · Richmond, BC · Vancouver, BC
- $22 to $28 CAD / hour
- Full-time
…redefining adult recreational basketball by delivering an elevated, professional-quality experience rooted in culture, competition, and community. Our mission is to make every league night…
Added 14 mins ago
BR
Game Day Lead (Ottawa)
Brodie Rec League
Ottawa, ON
- $22 to $28 CAD / hour
- Full-time
…redefining adult recreational basketball by delivering an elevated, professional-quality experience rooted in culture, competition, and community. Our mission is to make every league night…
Added 14 mins ago
BR
Game Day Lead (Oakville)
Brodie Rec League
Oakville, ON
- $22 to $28 CAD / hour
- Full-time
…redefining adult recreational basketball by delivering an elevated, professional-quality experience rooted in culture, competition, and community. Our mission is to make every league night…
Added 14 mins ago
BR
Game Day Lead (Calgary)
Brodie Rec League
Calgary, AB
- $22 to $28 CAD / hour
- Full-time
…redefining adult recreational basketball by delivering an elevated, professional-quality experience rooted in culture, competition, and community. Our mission is to make every league night…
Added 14 mins ago
R
Relationship Manager, Commercial Financial Services
RBC
Ottawa, ON
- Full-time
…what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice to Public Sector entities (Municipalities,…
Added 14 mins ago
LT
Hair Stylist
Life Time
Mississauga, ON
- Full-time
Experience as a stylist in a professional setting
Added 14 mins ago
R(
Temporary Fashion Associate - Reitmans
Reitmans (Canada) Ltée/Ltd
ON · Simcoe, Ontario
- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…
Added 14 mins ago
R
Inside Sales Specialist
Rotork
Edmonton, AB
- Full-time
…organization, managing the complete sales cycle from initial customer inquiries through quotation development and order placement. You will leverage your consultative selling approach,…
Added 14 mins ago
A
Assistant Restaurant Manager
AccorHotel
Banff, AB
- Full-time
…lasting memories. They will lead, develop and coach a team of professional employees to enhance the level of service and meet…
Added 14 mins ago
GD
AI Governance & Risk Manager
General Dynamics Missions System International
Ottawa, ON
- $120,000 to $160,000 CAD / year
- Full-time
Build self-service governance capabilities that empower teams to assess and manage low-risk use cases efficiently.
Added 14 mins ago
B
Customer Success Manager - Canada
Buildots
Toronto, ON
- Full-time
…beyond everything they have seen before. We are looking for a Customer Success Manager to take part in the implementation of these capabilities on construction projects to ensure successful…
Added 14 mins ago
BV
CONSEILLER.ÈRE SAISONNIER.ÈRE
Bikini Village
L'étang-du-nord, QC
- Full-time
…feel their best! Join our dynamic team to start a stimulating professional career in a committed and constantly evolving…
Added 14 mins ago
RC
Sales Representative
Reliable Corporation
Burlington, ON
- Full-time
…records in CRM tools. The role involves collaborating with customer service and operations to ensure smooth order processing, timely delivery, and strong post-sale support. The Sales…
Added 14 mins ago
BV
JUNIOR ASSISTANT MANAGER
Bikini Village
Kamloops, BC
- Full-time
Keep the store running smoothly and ensure your team provides outstanding customer service;
Added 14 mins ago
BH
Marketing Communications Coordinator
Battlefords Humane Society
North Battleford, SK
- Full-time
…Battleford’s Humane Society Board, you will provide exceptional customer service all while keeping animal safety & welfare…

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.

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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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