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Added 1 min ago
OD
People & Culture Manager
One Degree Organic Foods
Mission, BC
- Full-time
Position: Manager, People & Culture Reports to: VP, People & Corporate
Added 1 min 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 1 min 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 1 min 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 1 min ago
Senior Director, Technology Risk Assessments
Scotiabank
Toronto, ON
Added 1 min 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 1 min 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 1 min ago
E
Analyst, IS Infrastructure PMO
EPCOR
AB · Edmonton, Alberta
- Full-time
Performing other duties as required by the Manager, Infrastructure Program Delivery.
Added 1 min ago
SI
Intern - Internal Audit
Saputo Inc.
Montreal, QC · Head Office - Corporate
- Full-time
Provide periodic updates to the responsible Manager on the status of assigned work;
Added 2 mins ago
T
Senior Program Manager
TEEMA
Vancouver, BC
- $110 to $125 CAD / hour
- Contract
Senior Program Manager – Organizational Separation & Transition
Added 2 mins ago
OD
People & Culture Manager
One Degree Organic Foods
Mission, BC
- Full-time
Position: Manager, People & Culture Reports to: VP, People & Corporate
Added 16 mins 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 16 mins ago
P
Independence Manager
PwC
Toronto, ON
- Full-time
As an Independence Manager, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 16 mins ago
R
Senior Manager, Social Content & Communities
RBC
Toronto, ON
- Full-time
…recognized brands. We're looking for an experienced Senior Manager, Social Content & Communities to lead how RBC Direct Investing shows up across social: turning complex investing concepts…
Added 16 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 16 mins ago
Partner Marketing and Events Lead
Dayforce
Calgary, AB · Kitchener, ON · Ottawa, ON · QC
…and AI-enabled campaign scale. The Senior Partner Marketing Manager will work closely with Strategic Partners, Alliances, Demand Center, Field Marketing, Revenue Development, Sales, Product…
Added 17 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 17 mins ago
QM
Spécialiste des comptes fournisseurs / Accounts Payable Specialist
Quantum Management Services Ltd.
Montreal, QC
- $65,000 to $75,000 CAD / year
- Full-time
…join a growing organization. Reporting directly to the Senior Manager, Finance, you will oversee the full accounts payable function while supporting a variety of finance initiatives. This…
Added 17 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 17 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 31 mins 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 31 mins ago
Senior Accountant
Corus Entertainment
Toronto, ON
Corus has an exciting full-time opportunity for a Senior Accountant – Finance and Accounting in our Toronto head office. Reporting directly to the Finance Manager, Advertising Revenues,…
Added 31 mins ago
Controller II
Sofina Foods Inc
Calgary, AB
Reporting to the Director of Finance, the Controller is accountable for analysis of the financial and costing data for the Chicken division with a focus on the Calgary plant. This role is a…
Added 31 mins ago
T
Customer Experience Associate
TD
AB
- Part-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring…
Added 31 mins ago
T
Senior Applied Machine Learning Scientist
TD
Toronto, ON
- Full-time
Undergraduate degree required; advanced technical degree preferred (e.g., Mathematics, Physics, Engineering, Finance, Computer Science).

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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