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Added 25 mins ago
RU
Specialist, Automation Systems
Ricoh USA, Inc.
ON · Ontario, Canada
- Part-time
…location as a resident on-site Service Technician. Services and repairs a variety of Partner sold equipment at customer locations. The Digital Automation Technician will perform Robotic,…
Added 25 mins ago
Accountant-Shareholder Relations
Hatch
Mississauga, ON
As part of our Shared Services team, comprised of Finance, Marketing & Communications, Human Resources, Legal and Facilities, we support and help the business achieve their goals through a…
Added 25 mins ago
Fleet Clerk
CONA Services
Brampton, ON
Advancing a high-performing, collaborative and inclusive culture is at the core of our vision to be the World’s Greatest Bottler, Built by the Best People, and we’re looking for exceptional…
Added 25 mins ago
Fleet Clerk
CONA Services
Brampton, ON
Advancing a high-performing, collaborative and inclusive culture is at the core of our vision to be the World’s Greatest Bottler, Built by the Best People, and we’re looking for exceptional…
Added 41 mins ago
Premier Services Partner Manager
AppDirect
Toronto, ON
PartnerStack is the leading partner ecosystem platform for B2B SaaS - purpose-built to help software companies find, activate, and scale partnerships as a primary growth channel. Through a…
Added 41 mins ago
Customer Success Manager (Premier Services)
AppDirect
Toronto, ON
PartnerStack is the leading partner ecosystem platform for B2B SaaS - purpose-built to help software companies find, activate, and scale partnerships as a primary growth channel. Through a…
Added 41 mins ago
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Warehouse Technician
Sandvik
Sudbury, ON · Lively
- Full-time
Help to draw up, monitor, and improve practical work instructions for the staging area.
Added 41 mins ago
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Full Time Sales Associate (Store 3273 - Calgary Lakeview)
Pet Valu
Calgary, AB
- Full-time
As a Sales Associate you will use your knowledge and experience to help Pet Parents find the right nutrition and other solutions for their pets. You will be part of a team of passionate Pet…
Added 56 mins ago
A
Graduate Intern – R&D Execution, Operations & Strategy (R&D EOS)
Amgen
Burnaby, BC · Canada - Burnaby
- Full-time
…our focus on four therapeutic areas –Oncology, Inflammation, General Medicine, and Rare Disease– we reach millions of patients each year. As a member of the Amgen team, you’ll help make a…
Added 1 hour ago
E
5G ou spécialiste du cœur de paquets
Ericsson
Bas-Saint-Laurent, QC
- Full-time
…Communications) product in Montreal. The team operates across the full development lifecycle - from initial requirements through to operational support - in a collaborative, agile, and…
Added 1 hour ago
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Développeur UX Full Stack et UI UCC
Ericsson
Bas-Saint-Laurent, QC
- Full-time
…high-quality software solutions. As a Technical Lead, you will help shape the technical direction of projects, mentor team members, and contribute to building robust, user-centred software…
Added 1 hour ago
FW
READY-MIX TRUCK DRIVERS (THUNDER BAY)
Fisher Wavy Inc.
Gull Bay, ON
- Full-time
We’re looking for dependable and safety-focused Ready-Mix Truck Drivers to join our team in Thunder Bay. In this role, you’ll operate a concrete truck delivering ready-mix to construction…
Added 1 hour ago
FW
PLANT OPERATOR/CONCRETE BATCHER (THUNDER BAY)
Fisher Wavy Inc.
Gull Bay, ON
- Full-time
We’re looking for a dependable and safety-focused Concrete Batcher to join our team in Thunder Bay. In this role, you’ll operate a ready-mix plant to ensure quality concrete production is…
Added 1 hour ago
FW
CONCRETE PUMP OPERATOR (THUNDER BAY)
Fisher Wavy Inc.
Gull Bay, ON
- Full-time
We’re looking for a dependable and safety-focused Concrete Pump Operator to join our team in Thunder Bay. In this role, you’ll operate a concrete pump, assisting with delivering ready-mix…
Added 1 hour ago
SD
Marchandiseur(seuse), rémunéré(e) à l’heure – PHX temps plein jour
Shoppers Drug Mart
St.-Jean-Chrysostome, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
SD
Marchandiseur(seuse), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
St.-Jean-Chrysostome, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
SD
Beauty Specialist, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Yarmouth Indian Reserve No. 33, NS
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
FW
GENERAL LABOURER (THUNDER BAY)
Fisher Wavy Inc.
Gull Bay, ON
- Full-time
We’re looking for dependable and safety-focused Labourers to join our team in Thunder Bay. In this role, you will be responsible for performing various general labour tasks such as…
Added 1 hour ago
TO
Customer Care Representative
The Ontario SPCA and Humane Society
Port McNicoll, ON
- $20 CAD / hour
- Full-time
Competitive compensation package including medical, dental and vision benefits (For permanent full-time employees)
Added 1 hour ago
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Sales Support Specialist I
Kelly
Waterloo, ON
- $28 to $30 CAD / hour
- Contract
🌟 6-month contract with opportunities for extension and conversion to full-time
Added 1 hour ago
MH
New Home Technician, Warranty
Mattamy Homes
Calgary, AB
- Full-time
When it comes to forward-thinking homebuilding and thoughtfully planned communities, Canadians think of Mattamy Homes. And that success is centred on a foundation of great people, because…
Added 1 hour ago
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Laboratory Analyst
ALS
Kamloops, BC · CAN - BC - Kamloops (Bowers Place)
- Full-time
At ALS, you’ll be supported to develop new skills and reach your full potential. We invest in our people with programs and opportunities that help you build a diverse career with us.
Added 1 hour ago
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Packaging Operator
Avantor
Sidney, BC · CAN-BC Sidney
- Full-time
SEASTAR CHEMICALS ULC, (part of Avantor) is a manufacturer of high purity reagents used in the global research and laboratory markets. We are recognized as global experts in the manufacture…
Added 1 hour ago
RB
Associate, Global Investment Banking - Debt Capital Markets (DCM)
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Capital Markets is a part of the Royal Bank of Canada, one of the largest providers of financial services in the world. RBC ranks among the top five banks in North America by market…
Added 1 hour ago
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Claims Specialist - Claims Bodily Injury
TD
Burlington, ON · Markham, ON
- Full-time
TD Insurance is part of TD Bank Group, one of Canada's largest financial institutions. TD Insurance helps protect clients from the 'accidents of life' with a wide range of products…

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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