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Added 8 mins ago
HI
Project Manager
HRbrain Inc.
Montreal, QC
- Contract
We are looking for a Project Manager! Reach out if you are interested and feel free to refer friends/colleagues!
Added 8 mins ago
BL
Client Relations & Business Development Specialist
BC Legal Management Association
Vancouver, BC · Greater Vancouver Metropolitan Area
- Other
Reporting to the Senior Manager, Client Relations and Business Development, the BD Specialist works with members of the Vancouver office and assigned national practice and industry groups…
Added 8 mins ago
NF
Department Manager - Bistro (Food Services) - Contract - 12 months
Nature's Fare Markets
Kelowna, BC
- Contract
Do you love healthy food and customer service? Are you an experienced restaurant manager or chef looking for an opportunity for greater work/life balance? Then maybe this opportunity is for…
Added 8 mins ago
E
Performance Marketing Manager
ecobee
Toronto, ON
- Full-time
…while making a positive impact on the planet. Our products and services work in harmony to provide comfort, efficiency, and peace of mind for millions of homes and businesses. While we’re…
Added 8 mins ago
IR
Materials Management Aide
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
The Interlake-Eastern Regional Health Authority delivers health-care services on First Nation Treaty Territories 1, 2, 3 and 5 and on the homeland of the Métis Nation. We respect that First…
Added 8 mins ago
IR
Dietary Aide
Interlake-Eastern Regional Health Authority
Stonewall, MB
- Full-time
Under the direction of the Manager, Support Services and Food Services Supervisor, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/…
Added 8 mins ago
IR
Mental Health Liaison Nurse, ER
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
The Interlake-Eastern Regional Health Authority delivers health-care services on First Nation Treaty Territories 1, 2, 3 and 5 and on the homeland of the Métis Nation. We respect that First…
Added 8 mins ago
IR
Dietary Aide
Interlake-Eastern Regional Health Authority
Oakbank, MB
- Full-time
Under the direction of the Manager, Support Services and Cook, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/ residents, staff,…
Added 8 mins ago
PE
Purchasing Manager
Peerless Electric
Cornwall, ON
- Full-time
Peerless Electric is looking for an organized, reliable, and hands-on Purchasing Manager to manage day-to-day purchasing activities at our manufacturing facility in Cornwall, Ontario.
Added 8 mins ago
IR
Uncertified Cook
Interlake-Eastern Regional Health Authority
Stonewall, MB
- Full-time
Under the direction of the Manager, Support Services and Food Services Supervisor, the Uncertified Cook performs the assigned duties for the provision of regular, therapeutic and texture…
Added 8 mins ago
IR
Housekeeping Aide
Interlake-Eastern Regional Health Authority
Stonewall, MB
- Full-time
Under the direction of the Manager, Support Services and/or Lead Hand the Housekeeping Aide performs the assigned duties in accordance with established work schedules, policies and…
Added 8 mins ago
IR
Housekeeping Aide
Interlake-Eastern Regional Health Authority
Stonewall, MB
- Full-time
Under the direction of the Manager, Support Services and/or Lead Hand the Housekeeping Aide performs the assigned duties in accordance with established work schedules, policies and…
Added 8 mins ago
IR
Regional Patient Care Manager
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
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 8 mins ago
IR
Dietary Aide
Interlake-Eastern Regional Health Authority
Stonewall, MB
- Full-time
Under the direction of the Manager, Support Services and Food Services Supervisor, the Dietary Aide performs the assigned duties related to the preparation and service of food to patients/…
Added 8 mins ago
IR
Patient Flow and Transition Facilitator
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
The Interlake-Eastern Regional Health Authority delivers health-care services on First Nation Treaty Territories 1, 2, 3 and 5 and on the homeland of the Métis Nation. We respect that First…
Added 8 mins ago
IR
MDR Technician
Interlake-Eastern Regional Health Authority
Selkirk, MB
- Full-time
The Interlake-Eastern Regional Health Authority delivers health-care services on First Nation Treaty Territories 1, 2, 3 and 5 and on the homeland of the Métis Nation. We respect that First…
Added 8 mins ago
W
Co-op Student, Actuarial (IT Focus)
WorkSafeBC
Richmond, BC
- Full-time
The Actuarial Services department of WorkSafeBC is looking for an Actuarial Co-op student with an IT focus to join our team to help us strive towards our vision.
Added 8 mins ago
UO
Manager, Program Facilitation, Institutional Programs
University of Calgary
Calgary, AB
- Full-time
The Office of Research Services in VP Research is currently seeking a Full-time Limited Term Manager for approximately 12 months.
Added 8 mins ago
FV
Manager, Strategic Relationships and Partnerships
Fraser Valley Health Care Foundation
Abbotsford, BC
- Full-time
As Manager, Strategic Relationships and Partnerships, you will lead the Foundation's major gifts, legacy giving, grants and partnerships with businesses, foundations and community…
Added 8 mins ago
P&
Gestionnaire, stratégie et planification financière (FP&A) / Manager FP&A Strategy
Pratt & Whitney
Longueuil, QC
- Full-time
…essentielles, du transport de passagers et de marchandises aux services médicaux d’urgence, aux opérations humanitaires et à la lutte contre les feux de forêt, partout dans le…
Added 8 mins ago
FR
Marketing Research Coordinator
FirstService Residential Canada
Mississauga, ON
- Full-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 8 mins ago
B
COMMERCIAL ACCOUNT MANAGER - Kamloops
BDC
Kamloops, BC
- Full-time
…medium-sized businesses across Canada. As a Commercial Account Manager, you will manage a portfolio of entrepreneurs while actively generating new business through your professional…
Added 8 mins ago
A
Resident Care Attendant - AgeCare Mount Ida Mews
AgeCare
Salmon Arm, BC · AgeCare Mount Ida Mews
- Part-time
The Resident Care Attendant reporting to the Director of Care and/or Resident Care Manager ensures and supports the collaboration and evaluation of the resident care services in accordance…
Added 8 mins ago
W
(CAN) Health and Beauty Team Associate
Walmart
Grand Falls, NB
- Part-time
2. Assists customers by promoting products/services, locating merchandise and making purchase decisions.
Added 8 mins ago
W
(CAN) Consumables Associate
Walmart
Sudbury, ON
- Part-time
2. Assists customers by promoting products/services, locating merchandise and making purchase decisions.

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.

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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