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PC
Manager, Learning & Development
Provincial Credit Union
Charlottetown, PE
- Full-time
We’re looking for a Manager, Learning & Development to lead and strengthen how our people learn, grow and develop. This is an opportunity to shape learning across the organization, build…
Added 13 mins ago
FB
Operations Manager, Virtual Services
Farm Business Consultants
London, ON
- Other
The Operations Manager, Virtual Services leads the Company's virtual service delivery model. The role oversees the people, processes, and tools that power virtual service across all…
Added 13 mins ago
FB
Operations Manager, Virtual Services
Farm Business Consultants
Calgary, AB
- Other
The Operations Manager, Virtual Services leads the Company's virtual service delivery model. The role oversees the people, processes, and tools that power virtual service across all…
Added 13 mins ago
WO
Supervisor/Charge (Point of Care Testing & Specimen Management) - Corporate Lab Admin-- Multiple Sites
William Osler Health System
Brampton, ON
- Full-time
At Osler, we invest in careers that go beyond where health care professionals like you can achieve their goals and find deep personal and professional fulfillment. Join our team today!
Added 13 mins ago
TH
Pro Sales Associate: Full Time - Chinook
The Home Depot
Canada
- Full-time
Strives to meet personal goals (e.g., sales, quotes, credit accounts) set by Supervisor as well as the goals of the team. Creates action plan with Supervisor to develop selling skills.
Added 13 mins ago
RB
Relationship Manager, Business Markets
Royal Bank of Canada
Montreal, QC
- Full-time
Plan and prioritize client and market activities, find opportunities and make introductions to RBC partners to fulfill clients’ business and personal financial needs to win as One RBC
Added 13 mins ago
RB
Branch Manager
Royal Bank of Canada
Montreal, QC
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 13 mins ago
RB
Relationship Manager Commercial Financial Services
Royal Bank of Canada
Blainville, QC · Montreal, QC
- Full-time
As our Relationship Manager, Commercial Financial Services Trainee, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based…
Added 13 mins ago
OT
Manager, Communications & Public Affairs
Open Text Corporation
Mississauga, ON · Toronto, ON · Waterloo, ON
- Other
We are seeking a proactive communications professional with a strong read on the political environment to join as Manager, Communications & Public Affairs. Reporting to the Director,…
Added 13 mins ago
Premier Services Partner Manager
AppDirect
Toronto, ON
This Premier Services Partner Manager role will help shape the future of our Premier Service offering as well as run all current Premier Service accounts. You will be a strategic advisor, a…
Added 13 mins ago
Customer Success Manager (Premier Services)
AppDirect
Toronto, ON
…third-party services, for any channel, on any device, with support. Powering millions of cloud subscriptions worldwide, AppDirect helps organizations, including Jaguar Land Rover, Comcast,…
Added 13 mins ago
GD
DYNAMITE - Team Leader FT - Les Avenues Vaudreuil
Groupe Dynamite, Inc Garage
Vaudreuil-Dorion, QC · Vaudreuil, Quebec
- Full-time
Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success by promoting a positive shopping experience for each customer, which will build and…
Added 13 mins ago
GD
DYNAMITE - Sales Associate FT - Quartier DIX30 (Square)
Groupe Dynamite, Inc Garage
Brossard, QC
- Full-time
Reporting to the Store Manager, your main focus as Sales Associate is to provide an exceptional shopping experience to each customer, and build long term relationships with each customer.…
Added 28 mins ago
TT
EHSS Intern- Summer 2027
TTM Technologies
Toronto, ON
- Full-time
…to improvement projects and build professional skills with support from experienced…
Added 28 mins ago
TT
Operations Engineering Intern - Summer 2027
TTM Technologies
Toronto, ON
- Full-time
…to improvement projects and build professional skills with support from experienced…
Added 28 mins ago
TT
Process Engineering Intern - Wet Process Summer 2027
TTM Technologies
Toronto, ON
- Full-time
Reporting to the Process Engineering Manager, the Intern will support wet process optimization and chemical engineering projects in PCB manufacturing.
Added 28 mins ago
WO
Supervisor/Charge (Point of Care Testing & Specimen Management) - Corporate Lab Admin-- Multiple Sites
William Osler Health System
Brampton, ON
- Full-time
At Osler, we invest in careers that go beyond where health care professionals like you can achieve their goals and find deep personal and professional fulfillment. Join our team today!
Added 28 mins ago
B
Office Administrator
BioAlberta
AB · Edmonton, AB
- Full-time
…Administrator. This position provides executive-level administrative support to the President & CEO in addition to providing customer service support to BioAlberta members, the Manager,…
Added 28 mins ago
MG
Financial Controller
M Group of Companies
Barrie, ON
- Full-time
Access to an Employee Assistance Program (EAP) for additional personal and professional support.
Added 28 mins ago
G
Manager, Global Benefits
Geotab
Toronto, ON
- Full-time
We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Manager, Global Benefits who will lead the design, strategy, and…
Added 28 mins ago
G
Manager, Global Benefits
Geotab
Waterloo, ON
- Full-time
We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Manager, Global Benefits who will lead the design, strategy, and…
Added 28 mins ago
G
Manager, Global Benefits
Geotab
Oakville, ON
- Full-time
We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Manager, Global Benefits who will lead the design, strategy, and…
Added 28 mins ago
B
Accounts Receivable Technician
BPA
Laval, QC
- Full-time
An approachable manager who listens and whose door is always open.
Added 28 mins ago
T
Account Manager, Small Business
TD
Vernon, BC
- Full-time
…success? If so, then get on board for the position of Account Manager, Small Business. In this role, you will deliver a legendary customer experience, drive profitable business growth, and…
Added 28 mins ago
T
Personal Banker Trainee
TD
Vancouver, BC
- Full-time
…that best suit customers' financial needs? Then join us as a Personal Banker Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote…

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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