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Added 1 day ago
CA
CUSTOMER SERVICE REPRESENTATIVE - FT
Cutter Aviation
Deer Valley, SK
- Full-time
…service professionals. The Customer Service Representative (CSR) will function as the primary face of Cutter Aviation and must be an exceptional relationship builder with the drive to…
Added 1 day ago
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Personal Lines CSR - Underwriting/Service Focus
JobsMedia.io
Markham, ON
- Full-time
We’re working with a respected brokerage in Markham looking to add a Personal Lines CSR with strong underwriting experience to their team. This role is ideal for someone who knows how to…
Added 1 day ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
🏠 Personal Line Insurance - CSR | $60-65K + commission
Added 1 day ago
Customer Service Representative
Price Industries Limited
Winnipeg, MB
Manulife Mental Health and Counselling Services - Access confidential mental health and wellness support through the Manulife app, with convenient options to book counselling,…
Added 2 days ago
D
Client Service Team Associate - January 2027
Dialectica
Montreal, QC
- Full-time
The Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will need to think quickly and critically, conduct high-level research into industries and…
Added 2 days ago
RI
Commercial Account Manager
RDA Insurance
Woodbridge, ON
- Full-time
You will begin by supporting our Small Business Unit (SBU), with the opportunity - over time and through demonstrated performance - to expand into Mid‑Market commercial accounts. If you…
Added 2 days ago
Sales Representative
Sonepar
Edmonton, AB
You will be working for the world's #1 privately held business to business distributor of electrical products and related solutions.
Added 2 days ago
Sales Representative
Sonepar
Edmonton, AB
You will be working for the world's #1 privately held business to business distributor of electrical products and related solutions.
Added 2 days ago
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Sales Representative
Texcan
AB · Edmonton, AB
- Full-time
You will be working for the world's #1 privately held business to business distributor of electrical products and related solutions.
Added 2 days ago
PI
Personal Lines Retail CSR - Hastings Branch
Park Insurance
Burnaby, BC
- Full-time
…location on Hastings Street, Burnaby in The Heights. As a Retail CSR, you have excellent communication skills, thrive in a busy and diverse work environment, enjoy pivoting between…
Added 2 days ago
Warehouse Associate
Sonepar
Edmonton, AB
You will be working for the world's #1 privately held business to business distributor of electrical products and related solutions.
Added 2 days ago
T
Customer Service Representative
Taymor
Delta, BC
- Full-time
Taymor is looking for a full-time Customer Service Representative (CSR) to join our team in Delta, BC, from Monday-Friday 8:00am-4:00pm (37.5hr/week). This is a rotating, hybrid work…
Added 3 days ago
FC
Customer Rep-Station
FedEx Canada
Comox, BC
- Full-time
Additional Details: Posted 11/05/2026 - 11/12/2026. This is a PFT CSR position located in Comox/Courtenay.
Added 3 days ago
NC
Veterinary Assistant/Client Service Rep
NVA Canada
Fredericton, NB
- Full-time
Know and use standard medical and business abbreviations.
Added 3 days ago
A
Customer Service Representative 12 Month Contract***Représentante, service à la clientèle
Aliaxis
CA - Veterans - Office
- Full-time
CSR will work in conjunction with the regional DC staff to ensure maximum productivity in the movement of product and servicing of customers.
Added 3 days ago
CI
Customer Service Representative 12 Month Contract***Représentante, service à la clientèle
Canplas Industries Ltd
CA - Veterans - Office
- Full-time
CSR will work in conjunction with the regional DC staff to ensure maximum productivity in the movement of product and servicing of customers.
Added 3 days ago
Concierge (on-call/casual)
Skyservice Business Aviation
Dorval, QC
Skyservice is the North American market leader in business aviation. Built on the key principles of safety and service excellence, we offer full-service support and expertise in aircraft…
Added 3 days ago
BRANCH ADMINISTRATOR
AFD Petroleum
Whitehorse, YT
…direction of the area manager. The Branch Administrator will support / backfill for the positions of the Fleet Coordinator and Office Administrator in their absence and provide support to…
Added 3 days ago
BC
Client Service Representative
BFL CANADA
Waterloo, ON
- Full-time
Actively manage your renewal book of business including identifying opportunities to upsell and cross sell in support of growth initiatives
Added 3 days ago
C
Watches & Fine Jewelry Sales Specialist
CHANEL
Toronto, ON · HOLT RENFREW YORKDALE WFJ
- Full-time
As a Watch & Fine Jewelry Specialist, your role will be to help maximize and support all sales opportunities while maintaining the CHANEL standards for W&FJ. You will also create strong…
Added 3 days ago
GE
Administrative Assistant
GFL Environmental Inc.
Nanaimo, BC
- Full-time
Branch Support: Assist with administrative and CSR at branch locations within area on as needed basis.
Added 3 days ago
MG
DISPATCHER / CSR (Contract)
Manitoulin Group of Companies
Belleville, ON
- Full-time
We are currently looking for a DISPATCHER / CSR for our 500 College St. East, Belleville location.
Added 3 days ago
AC
Gérant(e) de magasin -ACT
Alimentation Couche-Tard
Laval, QC
- Full-time
Schedules employees within Company guidelines and to the needs of the business to maximize customer service and maintain store image.
Added 4 days ago
Z
Software Developer 1
Zynga
Toronto, ON
- $73,900 to $109,360 CAD / year
…Eleven™, Toon Blast™, Empires & Puzzles™, Merge Dragons!™, CSR Racing™, Harry Potter: Puzzles & Spells™, Match Factory™, and Color Block Jam™ - plus many…
Added 4 days ago
E
Project Group Manager
Electrozad
London, ON
- Full-time
You will be working for the world's #1 privately held business to business distributor of electrical products and related solutions.

CMB Insurance Brokers

Insurance Broker

AB, Canada
Edmonton, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 28, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

As an Insurance Broker, under the direction of the Service Supervisor, you are responsible to support the growth, renewal and servicing of small business and personal lines accounts within the brokerage. You are responsible for ensuring that all of our clients have the best coverage at the best price and for helping anticipate their future insurance needs. Your role will support new business and product sales in the department and perform the necessary service to support retention and maintain CMB service standards.

New Business Sales

New business and organic growth sales within the Entrepreneur Insurance Centre (EIC) – small business and Personal Lines departments;
Cross-sell or up-sell other products and services the brokerage offers to new and existing clients;
Adhere to and meet/exceed performance metrics identified by the brokerage.

Renewal System

Maintain a positive and proactive working relationship with key stakeholders in the renewal system, and manage the renewal process to assist in meeting reporting requirements
Follow all CMB procedures, forms, checklists, and workbooks as outline in the CMB Renewal System
Pre-Renewal activities, Customer Updates, Marketing and Renewal presentations must be completed on time as per company policy
Coverage review checklists must be performed on an annual basis as per the CMB Renewal System
Build marketing relationships with CMB designated underwriters, maintain a positive and proactive relationship with underwriting, always putting the client’s needs first.

Client Service

Respond to and address all client inquiries and requests in a timely manner
Collection of all underwriting requests from customers
Constantly obtain and share underwriting information, as required
Maintain electronic filing systems utilized by the department/organization
Provide clear instructions to CSR (Client Service Representative) and Processing team for all transactions
Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage
Request cancellation on all overdue/unpaid accounts;
Coordination of claims support, providing updates as per company policy and procedure, as required;
Focus on client service including timely response to telephone, email, and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.

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

Grow, renew, and service small business and personal insurance accounts by identifying client needs, recommending suitable coverage, and supporting new business sales and retention. Manage renewals, client inquiries, underwriting information, premium collection, claims coordination, and related administrative processes while following company procedures and service standards.

Requirements

The posting does not specify formal education, certifications, or years of experience. The role calls for insurance sales and servicing capabilities, proactive client communication, renewal and underwriting coordination, attention to company procedures, and the ability to prevent and report potential errors, bad debts, and lost accounts.

Skills

Insurance Sales
Small Business Insurance
Personal Lines Insurance
Client Service
Account Renewal Management
Cross-Selling
Upselling
Underwriting Coordination
Premium Collection
Claims Support
Electronic Records Management
Risk Management
Communication
Error And Omissions Prevention

Visa sponsorship

Not detected in the job text

Keywords

Insurance Brokerage
Small Business Insurance
Personal Lines
New Business Sales
Organic Growth
Cross-Selling
Upselling
Account Renewals
Renewal System
Coverage Reviews
Underwriting
Client Service
Premium Collection
Finance Deposits
Claims Support
Electronic Filing Systems
Client Service Representative
Processing Team
Collections
Accounts Receivable
Errors And Omissions
Service Standards
Underwriter Relationships
Insurance Portals

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