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Added 6 mins ago
GO
Sport and Recreation Development Officer
Government of Nunavut Recruitment
Baker Lake, NU
- Full-time
Reporting to the Manager of Sport and Recreation Programs, the Officer provides technical advice and program support to sport and recreation stakeholders including other GN departments,…
Added 6 mins ago
GO
Community Services Librarian
Government of Nunavut Recruitment
Baker Lake, NU
- Full-time
Located in Baker Lake and reporting to Manager, Public Library Services, the Community Services Librarian is the primary contact at NPLS for community librarians across Nunavut requiring…
Added 6 mins ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 6 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Canmore, AB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 6 mins ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Canmore, AB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 6 mins ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Vaughan, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 7 mins ago
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Assistant Store Manager - Smart Centers Cambridge
RCL - Reitmans Canada Ltd/Ltée
Cambridge, ON
- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
Added 7 mins ago
AG
Search Lead
Adelphi Group
Toronto, ON
- Full-time
Added 7 mins ago
AG
Analyst, Marketing Science
Adelphi Group
Toronto, ON
- Full-time
To the extent permissible by local law, Omnicom’s policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their…
Added 7 mins ago
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Senior Project Manager (Experiential Production)
Wasserman
Toronto, ON
- Full-time
Champion THE·TEAM's sustainability policy, identifying opportunities to align our sustainability goals with those of our clients through environmentally responsible materials, processes,…
Added 7 mins ago
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Senior Travel Claims Specialist
Manulife
Waterloo, ON
- Full-time
Reporting to the Manager, this position requires an expert in travel claims (medical, trip cancellation/interruption, baggage, accidental death and dismemberment, collision damage) for both…
Added 7 mins ago
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Sr. Specialist, Risk Oversight and Policy Support
Manulife
Toronto, ON
- Full-time
In this role, the Sr. Specialist, Risk Oversight and Policy Support is a subject matter expert supporting the Manulife Bank Residential Lending team. The incumbent delivers the risk…
Added 21 mins ago
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Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
…business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and…
Added 21 mins ago
Scotia Jarislowsky Fraser Portfolio Manager - Vancouver
Scotiabank
Vancouver, BC
The Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling integrated…
Added 22 mins ago
MN
Senior Account Manager
Mosaic North America
Toronto, ON
- Full-time
Senior Account Manager, B2B Experiential Marketing & Account Leadership
Added 22 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 22 mins ago
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Senior Identity Security Engineer
CPKC
Calgary, AB
- Full-time
Added 22 mins ago
MN
Senior Account Manager
Mosaic North America
Vancouver, BC
- Full-time
Senior Account Manager, B2B Experiential Marketing & Account Leadership
Added 22 mins ago
TC
Long Term Occasional Position - Primary/Junior/Intermediate - French Core (FSL)
Toronto Catholic District School Board
Toronto, ON · Scarborough, ON
- Full-time
Resume and Cover Letter addressed to the Sr. Manager of Recruitment, Human Resources.
Added 22 mins ago
WI
Project manager energy and sustainability
WSP in Canada
Toronto, ON
- Full-time
…that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations. Full details here…
Added 22 mins ago
Receptionist
Government of Alberta
Calgary, AB
…criminal justice. In addition, the ACPS develops criminal law policy for the province and supports criminal law consultation with other levels of…
Added 22 mins ago
RS
Shipping and Receiving Clerk - Night Shift Sunday - Wednesday
Ryder Supply Chain Solutions
Winnipeg, MB · CAN - Winnipeg MB Gamble Pl
- Full-time
Under supervision from a floor supervisor or manager, the Warehouse Clerk I provides clerical support to an area or shift of the operation. Responsibilities may vary by location but can…
Added 22 mins ago
WI
Senior Project Manager, Alternative Delivery
WSP in Canada
Winnipeg, MB
- Full-time
…that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations. Full details here…
Added 22 mins ago
CG
General Help - Tim Hortons Victoria Hospital
Compass Group Canada
London, ON
- Full-time
Perform other duties as assigned by the Store Manager.
Added 37 mins ago
RB
Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Ottawa, ON
- Full-time
…etc.), where a specialized approach aligns sales, products, risk policy, and market strategies to deliver solutions specific for this industry’s needs. In this role your highly-developed…

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.

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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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