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Added 14 mins ago
L
Legal Director
Lumentis
Innisfil, ON
- Full-time
The Director, Legal is Lumentis's senior in-house lawyer and reports directly to the General Counsel. The role leads all commercial legal matters, including contracting with OEM customers…
Added 14 mins ago
PC
Privacy, Legal Counsel Manager
PwC Canada
Toronto, ON
- Full-time
Added 29 mins ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
BC
Bed Allocator
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
BC
Medical Radiation Technologist
Brant Community Healthcare System
Brantford, ON
- Full-time
The Brantford General is an acute care hospital
Added 29 mins ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
BC
Registered Practical Nurse - Pre-Admission
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
BC
Registered Nurse- Paeds
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
BC
Registered Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
The Brantford General is an acute care hospital
Added 29 mins ago
BC
Registered Nurse - Medical B7
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
BC
Manager, After Hours Operations
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
BC
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
The Brantford General is an acute care hospital
Added 29 mins ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
BC
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
The Brantford General is an acute care hospital
Added 29 mins ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 29 mins ago
TH
Merchandising Execution Associate Part-Time - 7052 Regina
The Home Depot
Regina, SK
- Part-time
…departments in the stores. These associates execute approved general bay service, tasking, projects and resets safely, accurately and efficiently. MEAs must build and maintain strong…
Added 29 mins ago
B
Mortgage Specialist Associate
BMO
London, ON
- Full-time
Provides marketing, event coordination, and general administrative support to assist the Mortgage Specialist in effectively maintaining positive and ongoing contact with their broader…
Added 59 mins ago
VC
Senior Relationship Manager - Group Benefits
Victor Canada
Mississauga, ON
- Full-time
We are seeking a talented individual to join our Retiree Benefits team at Victor in the position of Senior Relationship Manager. This hybrid role will be based in Mississauga Ontario with a…
Added 1 hour ago
H
Directeur Ingenierie Mecanique (support à la production) / Manager – Mechanical engineering (support to Production)
Hitachi
Varennes, QC · (HE)Office_QC, Varennes
- Full-time
…reliable, and resilient energy future. As Mechanical Engineering Manager, you will oversee a team responsible for the design, development, and technical support of transformer products…
Added 1 hour ago
Q
FY27 Intern - Machine Learning Engineering Internship - Canada (4 months)
Qualcomm
Markham, ON
- Full-time
…visibility to your project and team, receive support from your manager, and have access to the entire Qualcomm employee community to ensure your success. To round out your internship, we…
Added 1 hour ago
OB
Sales Manager
Olympic Building Centre
Winnipeg, MB
- Full-time
Reporting to the General Manager, the Sales Manager is responsible for the total Sales and Marketing function of Olympic Buildings MB. as it relates to Residential, Agriculture and…

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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