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Added 11 mins ago
Senior Manager, Government Partnerships
LawZero
Montreal, QC
Added 11 mins ago
AS
Customer Financial Services Manager (90001)
ABC Supply Co., Inc.
Calgary, AB
- Full-time
The ABC Canada Customer Financial Services Manager establishes effective working relationships with District and Branch Managers, Sales Personnel, Region Team Members, National Support…
Added 11 mins ago
A
Therapeutic Specialist – Gynecology & Gastroenterology (BC & SK)
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- $93,000 to $143,000 CAD / year
- Full-time
Added 24 mins ago
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accounting manager
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- Full-time
Added 24 mins ago
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Senior Product Manager - Social Experience
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- Full-time
Added 24 mins ago
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SENIOR ACCOUNT MANAGER, FINANCING, SMALL BUSINESSES
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- Full-time
Added 24 mins ago
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Medical Representative - Abu Dhabi
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- Full-time
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BUDGET COORDINATOR #66523
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Added 24 mins ago
O(
Agile Practice Manager - 20-Month Contract (Agile Coach)
OTIP (Ontario Teachers Insurance Plan)
Waterloo, ON
- Contract
Added 24 mins ago
L
Senior Manager, Government Partnerships
LawZero
Montreal, QC
- Full-time
Added 24 mins ago
MS
Tax Manager
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- $120,000 to $150,000 CAD / year
- Full-time
Added 24 mins ago
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- Full-time
Added 24 mins ago
D|
Senior Accountant
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- $80,000 to $100,000 CAD / year
- Full-time
Added 26 mins ago
D
Account Supervisor
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Toronto, ON
- $70,000 to $80,000 CAD / year
Added 26 mins ago
Sr Field Marketing Manager
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Added 26 mins ago
Integrated Services - Senior IT Infrastructure Technician
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Added 26 mins ago
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Content Coordinator
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Niagara Falls, ON
- $60,000 to $70,000 CAD / year
- Full-time
Added 26 mins ago
C
Customer Success Manager - Montréal
Camphouse
Toronto, ON
- Full-time
Camphouse is growing in North & South America, and we're looking for a Customer Success Manager in Montréal to help our clients get the most out of our platform. You'll own a portfolio of…
Added 41 mins ago
RN
Project Manager
Red Nucleus
Toronto, ON
- Full-time
The Project Manager delivers high-quality projects on time and within budget. Partnering with client services, medical, and creative teams, they translate strategic goals into project plans…
Added 41 mins ago
CD
Gestionnaire principal(e) des ventes | Senior Sales Manager
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- Full-time
Added 54 mins ago
RU
Regional Account Manager
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- Full-time
We’re looking for a dynamic Regional Account Manager (internally known as Business Development Manager) to join our team. This is a varied and rewarding role focused on driving share of…
Added 54 mins ago
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- Full-time
Added 54 mins ago
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Mechanical Project Coordinator - Civil Construction
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- $70,000 to $90,000 CAD / year
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Added 54 mins ago
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- Full-time

CMB Insurance Brokers

EIC Client Service Representative

Grande Prairie, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 4, 2026
Posting language: English
Posted: Oct 5, 2026

Original job description

As an EIC Client Service Representative, working with EIC brokers and under the direction of the Service Supervisor, you will assist with tasks related to the servicing of accounts to contribute to continued growth and operation of the brokerage. Your primary role will be to act as administrative and clerical support for the EIC team to maintain positive and proactive customer communications for the assigned customers (Book of Business).

Administrative Support

Maintain, update, and organize computer and paper files utilized by the department.
Ensure the proper and appropriate assignment of documents to our various client files by assigning electronic documents and renaming them to assist our service teams (rename/reindex)
Prepare correspondence, pre-renewal letters, no-interruption letters, as determined.
Management of our download module within our broker management system (EPIC)
Assist with the preparation of pink cards and schedules, as determined.
Assist with the preparation of certificate requests such as mortgagee requests, lessor, loss payable, additional insureds, CSIO, and ISNetWorld.
Update risk details as needed; creating and maintaining tasks when required.
Data entry for special projects.

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
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

Provide administrative and clerical support to the EIC team, including organizing client files, processing documents, preparing correspondence and certificates, and updating account information in the EPIC broker management system. Respond to client requests, support account servicing and office activities, follow company procedures, and promptly escalate potential account, debt, or errors-and-omissions concerns.

Requirements

The posting does not specify formal education, certifications, or years of experience. The role calls for administrative and clerical capability, timely client service, familiarity with company procedures and required programs or portals, and attention to detail in account and document handling.

Skills

Administrative Support
Clerical Support
Customer Service
Client Communication
Document Management
Data Entry
File Organization
Certificate Preparation
Risk Detail Updates
Task Management
Brokerage Account Servicing
Error And Omissions Prevention
Microsoft And Portal Use

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Insurance Brokerage
Client Service
Account Servicing
Administrative Support
Clerical Support
Customer Communications
Book Of Business
EPIC
Broker Management System
Document Management
File Organization
Rename And Reindex
Pre-Renewal Letters
No-Interruption Letters
Download Module
Pink Cards
Schedules
Certificates Of Insurance
Mortgagee Requests
Additional Insureds
CSIO
ISNetWorld
Risk Details
Data Entry
Claims Procedures
Collections
Accounts Receivable
Errors And Omissions

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