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Added 4 mins ago
Sales Support & Logistics Administrator Supervisor - Delta (1126)
Trail Appliances Ltd.
Delta, BC
The Sales Support & Logistics Administration Supervisor is responsible for overseeing the daily operations of both teams, ensuring efficient order management, accurate order processing,…
Added 19 mins ago
GC
Part Time - Cage Cashier- Grand River Casino
Great Canadian Entertainment
Elora, ON
- Part-time
Under the direct supervision of the Manager, Cage or the Supervisor, Slot & Cage, this position is responsible for customer service, cash administration and cash counts while contributing…
Added 19 mins ago
Manager, Business Planning
Halton Region
Oakville, ON
The Manager, Business Planning is responsible for the strategic oversight, administration, and accountability of Children's Services funding, budgeting, financial planning, and business…
Added 19 mins ago
SCM Category Manager, Pipeline Construction
Trans Mountain
Calgary, AB
…values-driven individual to join our dynamic team as a SCM Category Manager, Pipeline Construction. In this role, you will lead strategic sourcing, contracting, and supplier relationship…
Added 19 mins ago
LM
Senior Compensation Analyst, Total Rewards
Liberty Mutual Canada
Remote, Canada
- Temporary
- Remote
Bachelor's degree in Business Administration, Human Resources, Finance, Economics, or a related discipline preferred.
Added 19 mins ago
E
Analyst, IS Infrastructure PMO
EPCOR
AB · Edmonton, Alberta
- Full-time
…and external vendors. Your work includes project governance administration and compliance oversight, project financial coordination and reporting, PMO tool administration and support, and…
Added 34 mins ago
R
Relationship Manager, Commercial Financial Services
RBC
Ottawa, ON
- Full-time
The successful candidate must be mobile across multiple markets. Working territory will be discussed with hiring manager.
Added 34 mins ago
NA
Senior Director Finance
Nelson/Kraft and Associates
Calgary, AB
- $125,000 to $130,000 CAD / year
- Full-time
The ideal candidate is a senior CPA finance leader with deep Controller-level technical expertise and a successful record of leading finance functions in a complex, larger organization.…
Added 34 mins ago
AC
Project Accountant
Accenture Construct
Toronto, ON
- Full-time
Support the Finance Manager with audit requirements and contribute to monthly and year-end close processes
Added 34 mins ago
CI
Senior Manager, ERP
Calian in Space & Technology
Ottawa, ON
- Full-time
The Senior Manager, ERP will lead internal teams and external partners while supporting enterprise initiatives, business integrations, and continuous improvement efforts across Finance, HR,…
Added 49 mins ago
T
Customer Experience Associate
TD
AB
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 49 mins ago
SD
Store Administrator, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Lethbridge, AB
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 49 mins ago
SD
Store Administrator, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Lethbridge, AB
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 49 mins ago
UO
Athletics Development & Alumni Coordinator
University of Alberta
Edmonton, AB
- Full-time
Reporting to the Development Manager of Athletics, they will lead all short and long-term stewardship initiatives with the objective of advancing and strengthening the sustainability and…
Added 49 mins ago
LM
Senior Compensation Analyst, Total Rewards
Liberty Mutual Canada
Toronto, ON
- Temporary
Bachelor's degree in Business Administration, Human Resources, Finance, Economics, or a related discipline preferred.
Added 1 hour ago
LC
Store Administrator Part Time Day
Loblaw Companies Limited
Charlottetown, PE
- Part-time
Be accountable for office duties as indicated by Store Manager
Added 1 hour ago
B
Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…staff, and private wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role,…
Added 1 hour ago
ST
Corporate Controller
Scotia Tirecraft
Mississauga, ON
- Full-time
Five or more years of experience as a senior-level accounting or finance manager
Added 1 hour ago
TV
Senior Account Manager
The Vantage Talent Group
Burlington, ON
- $140,000 to $160,000 CAD / year
- Full-time
Our client is seeking a Senior Account Manager to manage and grow an established portfolio of group benefits clients while delivering strategic consulting and advisory services.
Added 1 hour ago
GE
Afternoon Warehouse Manager - Distribution Centre
Gerrie Electric Wholesale Ltd.
Burlington, ON
- Internship
The Warehouse Manager leads and manages day-to-day warehouse operations to ensure products are received, stored, and shipped accurately and on time while maintaining safety standards,…
Added 1 hour ago
H
Payroll Associate
HealthCareersInSask.ca
Regina, SK
- Full-time
We are recruiting a permanent, full-time Finance and Payroll Associate. This person serves as backup and assistant to the Manager of Finance and Payroll and as the site lead responsible for…
Added 1 hour ago
PP
Project Administrator
Premier Project Consultants Ltd.
Kitchener, ON
- $60,000 to $75,000 CAD / year
Review incoming invoices to confirm the correct project, Project Manager and business entity before routing for coding and approval.
Added 1 hour ago
Cordonnateur.trice aux Approvisionnements - Procurement Coordinator
Sid Lee
Montreal, QC
Diplôme d’études collégiales ou baccalauréat en administration, logistique, technologies de l’information ou dans un domaine connexe.
Added 1 hour ago
UO
Indigenous Student Development Coordinator
University of British Columbia
Vancouver, BC · UBCV | MacIsaac Health Building (GWHB)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
…Director, School of Kinesiology, and works closely with the Manager, Finance and Administration to support the planning, coordination, and delivery of Indigenous student initiatives and…
Added 1 hour ago
T
Personal Banking Associate - Cure Labelle (Full-time, 37.5h/week)
TD
Laval, QC
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills

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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