Client Services Representative

CMB Insurance Brokers; Edmonton; On-site; CAD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive compensation

Growth opportunities

Benefits from day one

Award-winning employer

Mentorship program

Education support

Industry stability

Modern work environment

Job summary

CMB Insurance Brokers in Edmonton is seeking a Client Service Representative (CSR) to support our client servicing team. You will respond to telephone and email inquiries, prepare documents, and help manage policy information and premium activity.

This role emphasizes accuracy, organization and collaboration within a professional office setting, with clear paths for development, mentorship and internal promotions.

Responsibilities

• Focus on client service including timely response to telephone and email enquiries with proactive service approach.
• 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.
• Update Epic with accurate policy information, assist with all schedules, create 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.
• Scanning, filing, and light office duties, as required.
• Other duties that may be assigned.

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.