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Added 5 mins ago
Senior Bridge Manager
Hatch
Vancouver, BC
We are seeking a motivated and experienced Senior Bridge Manager to join our Vancouver, BC office. In this role, you will provide technical leadership and project management for a range of…
Added 5 mins ago
AI
Technical Product Manager - Platforms & Integrations
Accurant International
Remote, Canada
- $120,000 to $140,000 CAD / year
- Full-time
- Remote
Job Title: Technical Product Manager – Platforms & Integrations
Added 5 mins ago
Regional Patient Care Manager
Winnipeg Regional Health Authority
Selkirk, MB
Reporting to the Director Health Services, Acute Care, the Regional Patient Care Manager is accountable for providing regional professional nursing management and support for the direct…
Added 5 mins ago
Registered Nurse (N2) - AS6 Medicine Clinical Teaching Unit
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the Manager Health Services, and while demonstrating a commitment to the Mission, Values and Management Philosophy of St. Boniface Hospital, the REGISTERED…
Added 5 mins ago
Senior Manager, Economics Advisory (Ottawa)
EY
Ottawa, ON
…internal and external business development activities. The Senior Manager role requires a demonstrated ability to develop new client relationships with key clients under the guidance of the…
Added 5 mins ago
CS
Active Living Manager
Cogir Senior Living
Ottawa, ON · Lynwood Park
- Full-time
As our next Active Living Manager you are an energetic, vibrant, and creative leader who thrives on assessing residents' needs. You will be responsible for enhancing the quality of life for…
Added 5 mins ago
P
Forensic and Dispute Services Senior Manager (Bilingual FR/EN)
PwC
Montreal, QC · Quebec, QC
- Full-time
As a Forensic and Dispute Services Senior Manager (Bilingual FR/EN), you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service…
Added 5 mins ago
Senior Consultant, Professional Services
Bell
Montreal, QC
At Bell, your skills and expertise will help set us apart as we continue to be the leading provider of digital connections and next generation services to businesses and governments.
Added 5 mins ago
BI
Property Insurance Specialist III
Brio Insurance
Winnipeg, MB
- Full-time
…bonus program, 100% company paid health benefits including a professional attire benefit, employer-matched pension plan, paid continuing education (including immersion courses), and career…
Added 5 mins ago
R
Technical Field Lead
RigUp
ON · Ontario, Canada
- Contract
…successful projects. We are united by a common mission: to deliver services and technology that fundamentally change how skilled workers and the businesses they serve get hard work…
Added 5 mins ago
GD
AI Governance & Risk Manager
General Dynamics Mission Systems–Canada
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 5 mins ago
OR
Neighbourhood Sales and Marketing Representatives + $1000 Signing Bonus - NS
OSL Retail Services
Halifax, NS
- Full-time
…who are ready for their next big career move. OSL people are professional, willing to adapt and learn new skills, and are social by nature. Our people are what make OSL an award-winning,…
Added 5 mins ago
GD
AI Governance & Risk Manager
General Dynamics Mission Systems–Canada
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 20 mins ago
RE
Family Treatment Worker - Moose Jaw, SK
Ranch Ehrlo Society
Moose Jaw, SK
- Part-time
…dedicated individual to join our team to provide home-based services and support for families. In this role, you'll model a safe, nurturing environment and help with parenting skills,…
Added 20 mins ago
OS
Senior Information Management Analyst
Ontario Securities Commission
Toronto, ON · CA ON Toronto
- Full-time
Reporting to the Manager, Records and Information Governance within Information Services & Digital Solutions, you will provide senior subject-matter expertise in information lifecycle…
Added 20 mins ago
CM
Program Coordinator
Coast Mental Health
North Vancouver, BC
- Full-time
Under the direction of the Manager the Program Coordinator is responsible for assisting in the day to day operations and maintenance of the program, by developing, implementing and…
Added 20 mins ago
KD
Direct Support Professional
Karis Disability Services
Ottawa, ON
- Full-time
Direct Support Professional (DSP) employees work with people who experience developmental disabilities as they live in their homes and communities. This position assists people in their…
Added 20 mins ago
PH
Clinical Nurse Educator, Perinatal Substance Use
Providence Healthcare
Vancouver, BC
- Other
…are setbacks or relapses along the way. The R2R continuum of services in operation today includes 25 detox beds located at St. Paul's Hospital, 20 transitional care beds for clients…
Added 20 mins ago
UO
Indigenous Student Development Coordinator
University of British Columbia
Vancouver, BC · UBCV | MacIsaac Health Building (GWHB)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
…Director, School of Kinesiology, and works closely with the Manager, Finance and Administration to support the planning, coordination, and delivery of Indigenous student initiatives and…
Added 20 mins ago
T&
Project Controls Officer
Turner & Townsend
Ottawa, ON
- Full-time
Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries.
Added 20 mins ago
UI
Store excellence manager
UAP Inc.
Montreal, QC
- Full-time
The Store Excellence Manager is responsible, along with their team of project specialists and coordinators, for process improvement, the creation of standard operating procedures (SOPs),…
Added 20 mins ago
O&
Sommelier - Canoe Restaurant
Oliver & Bonacini
Toronto, ON
- Full-time
Perform opening, mid, and closing manager responsibilities
Added 34 mins ago
A
Therapeutic Specialist, Vision Care – Manitoba and Saskatchewan
AbbVie
Saskatoon, SK · Regina, Saskatchewan
- Full-time
…across Manitoba and Saskatchewan. Reporting to the District Manager, Vision Care, Ontario and Prairies, you will manage key customer accounts, develop meaningful partnerships, and drive…
Added 34 mins ago
A
Therapeutic Specialist, Vision Care – Manitoba and Saskatchewan
AbbVie
Regina, SK
- Full-time
…across Manitoba and Saskatchewan. Reporting to the District Manager, Vision Care, Ontario and Prairies, you will manage key customer accounts, develop meaningful partnerships, and drive…
Added 34 mins ago
A
Therapeutic Specialist, Vision Care – Manitoba and Saskatchewan
AbbVie
Winnipeg, MB · Regina, Saskatchewan
- Full-time
…across Manitoba and Saskatchewan. Reporting to the District Manager, Vision Care, Ontario and Prairies, you will manage key customer accounts, develop meaningful partnerships, and drive…

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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