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Added 8 mins ago
CC
Bilingual Senior Service Manager - Hybrid
Canon Canada
Montreal, QC
- $117,100 to $131,800 CAD / year
- Full-time
As the Senior Service Manager, you will be responsible for executing and driving regional change under the strategic direction of the Director of Service. You will optimize regional P&L,…
Added 23 mins ago
TH
MERCHANDISING SPECIALIST ONLINE
The Home Depot Canada
Toronto, ON
- Full-time
Added 23 mins ago
TH
spécialiste, Marchandisage – Commerce électronique
The Home Depot Canada
Toronto, ON
- Full-time
Added 23 mins ago
WI
Senior Project Manager, Municipal Engineering
WSP in Canada
Fort McMurray, AB
- Full-time
As a Senior Project Manager in our Municipal Engineering team, you will manage client relationships, oversee project delivery, support business development initiatives, and provide…
Added 23 mins ago
C1
Senior Sourcing Manager-(Hybrid)
Central 1
Toronto, ON
- Full-time
Join Central 1 as a Senior Sourcing Manager and play a key role in shaping how we manage our most strategic supplier relationships and investments. You’ll lead high-impact, enterprise-wide…
Added 23 mins ago
C1
Senior Sourcing Manager-(Hybrid)
Central 1
Vancouver, BC
- $110,000 to $134,000 CAD / year
- Full-time
Join Central 1 as a Senior Sourcing Manager and play a key role in shaping how we manage our most strategic supplier relationships and investments. You’ll lead high-impact, enterprise-wide…
Added 23 mins ago
C1
Senior Sourcing Manager-(Hybrid)
Central 1
Vancouver, BC
- $110,000 to $130,000 CAD / year
- Full-time
Join Central 1 as a Senior Sourcing Manager and play a key role in shaping how we manage our most strategic supplier relationships and investments. You’ll lead high-impact, enterprise-wide…
Added 39 mins ago
RB
Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Ottawa, ON
- Full-time
The successful candidate must be mobile across multiple markets. Working territory will be discussed with hiring manager.
Added 39 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 53 mins ago
LC
Senior Manager, E-Commerce - Digital Merchandising (Contract)
Loblaw Companies Limited
Toronto, ON
- Full-time
Senior Manager, Digital Merchandising, Shoppers Drug Mart
Added 54 mins ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 54 mins ago
DR
Ready Mix Operations Manager
Dawn Recruiting Agency
Kitimat, BC
- Full-time
The Ready Mix Operations Manager will provide operational leadership across production, dispatch, logistics, fleet, quality control, maintenance, materials, and staffing. Acting as the…
Added 54 mins ago
O
Lead Revenue Operations Analyst
OpenText
Richmond Hill, ON
- Full-time
…adding value to the business. This position reports to the Manager, Revenue Operations, and will be responsible for supporting revenue forecasting, bookings analysis, planning, and…
Added 1 hour ago
Security Dispatcher
GardaWorld
Ottawa, ON
…role in communication between agents, customers and account…
Added 1 hour ago
C
Project Manager (Land Piling Projects)
Confidencial
Vancouver, BC
- $120,000 to $160,000 USD / year
- Full-time
Project Manager (Land Piling Projects) - North Vancouver
Added 1 hour ago
SF
Acquisition Marketing Manager
SickKids Foundation
Toronto, ON
- Full-time
We’re committed to attracting and retaining passionate individuals to help create a healthier future. That’s why SickKids Foundation is looking for a new Manager, Acquisition Marketing.
Added 1 hour 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 1 hour ago
GD
AI Governance & Risk Manager
General Dynamics Missions System International
Ottawa, ON
- $120,000 to $160,000 CAD / year
- Full-time
Reporting to the Chief Digital & Information Officer (CDIO), the Manager, AI Governance & Risk will lead the establishment, execution, and continuous evolution of the enterprise AI…
Added 1 hour ago
AC
Project Accountant
Accenture Construct
Toronto, ON
- Full-time
Set up new projects in Vantagepoint, including contracts, tasks, and billing structures, and process all related change orders
Added 1 hour ago
CI
Senior Manager, ERP
Calian in Space & Technology
Ottawa, ON
- Full-time
We are looking for a Senior Manager, Enterprise Resource Planning (ERP) to lead the strategy, delivery, support, governance, and continuous improvement of Calian’s ERP and HRIS ecosystem,…
Added 1 hour ago
L
Sales Manager - North America
LithologIQ
Canada
- Full-time
We are looking for an experienced, well-connected Sales Manager based in Canada to grow our business across North America, with a strong focus on the United States.
Added 1 hour ago
A
Underwriting Manager, Middle Market Package
AXA
Toronto, ON
- Full-time
As Underwriting Manager you will lead the Middle Market underwriting team focusing on property and casualty package for mid-sized businesses across Canada. Working with brokers and clients…
Added 1 hour ago
V
Category Manager - Logistics / Chef de Catégorie - Logistique
Vention
Montreal, QC
- Full-time
Review existing logistics contracts (freight, LTL/FTL, parcel, ocean/air, customs brokerage, 3PL, warehousing) for cost, service levels, liability and risk gaps.
Added 1 hour ago
AI
Territory Sales Manager
AFC Industries
Saint-Magloire, QC · L'Islet, Quebec
- Full-time
The Territory Sales Manager is responsible for managing and growing AFC Canada's strategic business relationship with Umano Medical through the execution and management of a Vendor Managed…
Added 1 hour ago
AG
Media Associate, Investment
Adelphi Group
Toronto, ON
- Full-time
…administrative needs by briefing the team on client files, campaign contracts, and conducting…

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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