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Added 9 mins ago
PI
Project Technologist/Senior Project Technologist Hazourdous Materials
Pinchin in Canada
Barrie, ON
- $50,000 to $63,000 CAD / year
- Full-time
Pinchin is seeking a Project Technologist/Senior Project Technologist to join our HAZ/IEQ team in Barrie. The role reports to the Operations Manager.
Added 9 mins ago
T&
Senior Project Manager
Turner & Townsend
Ottawa, ON
- Full-time
You are an expert Senior Project Manager looking for the next step or are currently undertaking a similar role in a similar environment; a highly regulated and complex operational…
Added 10 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 10 mins ago
D
Recruitment Specialist
Dexterra
Thunder Bay, ON
- Full-time
Reporting to the Manager, Recruitment, the Recruiter is responsible for staff needs of Dexterra. The successful candidate will enjoy working in a face-paced, team-orientated environment.…
Added 24 mins ago
B
Banking Officer, Banking Client Solutions Team
BMO
Toronto, ON · FCP
- Full-time
…customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your…
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
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 25 mins ago
R
Client Advisor Intern- EN
RBC
Montreal, QC
- Part-time
…environment, you can build a great career with us as a future Account Manager/Banking…
Added 25 mins ago
PC
Project Technologist/Senior Project Technologist Hazourdous Materials
Pinchin Canada
Barrie, ON
- $50,000 to $63,000 CAD / year
- Full-time
Pinchin is seeking a Project Technologist/Senior Project Technologist to join our HAZ/IEQ team in Barrie. The role reports to the Operations Manager.
Added 25 mins ago
3
Territory Manager, Ontario
360.Agency
Montreal, QC
- Full-time
We’re looking for a Territory Manager who sees an opportunity, starts the conversation, and knows how to turn clients' challenges into a compelling reason to buy.
Added 25 mins ago
SD
Operations Engineer
Spartan Delta Corp.
Calgary, AB
- Full-time
Spartan is a modern energy company offering a comprehensive benefits program including a Flex Spending Account; a competitive total compensation package including an Employee Stock Purchase…
Added 25 mins ago
R
Property Coordinator
Royop
Sherwood Park, AB
- Full-time
Reporting to the General Manager, the Property Coordinator provides administrative, operational, agreement, reporting, and reception support for Sherwood Park Mall and Royop’s property…
Added 25 mins ago
EC
Senior Account Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
Esri Canada has an exceptional opportunity for a full-time Senior Account Manager to join our Sales team in the Prairies region.
Added 39 mins ago
Sales Support & Logistics Administrator Supervisor - Delta (1126)
Trail Appliances Ltd.
Delta, BC
Support Key Account Managers (KAMs), Sales teams, and other departments with complex order-related issues.
Added 39 mins ago
Account Manager
Syntronic
Ottawa, ON
Added 39 mins ago
CQ
Customer Care Specialist
Culligan Quench
Toronto, ON · Woodbridge, ON
- Full-time
Reporting to the Senior Customer Care Manager, the Bilingual Customer Care Specialist is responsible for delivering world-class customer service by efficiently handling customer requests,…
Added 39 mins ago
S
Transmission Line Engineering Team Lead
Stantec
Markham, ON
- Full-time
Manage team workload and project priorities in close collaboration with Project Managers and the Transmission Line Engineering Manager.
Added 39 mins ago
B
Cleaning Supervisor
BGIS
Calgary, AB
- Full-time
…management of the site Cleaners. Reporting to the Property Manager, the Area Supervisor is to set high standards for cleaning and to ensure those standards are met. They are to maintain and…
Added 54 mins ago
Petroleum Service Technician- Bar W
UFA Co-operative Ltd.
AB · Red Deer County, AB
Reporting to the Service Manager, the Petroleum Service Technician is responsible for the installation, maintenance, inspection, troubleshooting, and repair of petroleum fueling systems and…
Added 54 mins ago
Security Dispatcher
GardaWorld
Ottawa, ON
…play a key role in communication between agents, customers and account…
Added 54 mins ago
Small Business Manager
Coast Capital Savings
Surrey, Brit
The Small Business Manager will independently manage a portfolio of between 200-400 business members in the region that have deposit and lending requirements under the guidance and coaching…
Added 54 mins ago
A
Manager, Alberta, Electrical
AtkinsRéalis
Calgary, AB
- Full-time
Engage with clients and participate in Key Account Management (KAM) initiatives.
Added 54 mins ago
A
Manager British Columbia, Mechanical
AtkinsRéalis
Vancouver, BC
- Full-time
Engage with clients and participate in Key Account Management (KAM) initiatives.
Added 54 mins ago
C
Manager, Sales – Quebec City and Regions (Media Solution) (Telework/Hybrid)
CBC/Radio-Canada
Quebec, QC
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 54 mins ago
C
Manager, Sales – Montreal (Media Solutions) (Telework/Hybrid)
CBC/Radio-Canada
Montreal, QC
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.

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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