Client Services Representative

CMB Insurance Brokers; Grande Prairie; On-site; CAD 40,000 - 55,000; Full time

Job summary

A client-focused insurance firm in Grande Prairie is seeking a Client Service Representative to manage client requests and ensure excellent service. The ideal candidate will have 1-2 years in a similar role, strong organizational skills, and experience with relevant software. This position involves direct communication with clients, preparing necessary documents, and supporting team operations.

Qualifications

• 1-2 years of experience in an insurance or professional business environment.
• Experience in a customer service position within a team environment.
• Familiarity with The Agency Manager or comparable systems.

Responsibilities

• Respond to client enquiries via phone, email, and fax in a timely manner.
• Prepare documentation such as invoices, correspondence, and endorsement requests.
• Update and maintain client records in the system.

Skills

Customer service

Proactive communication

Team collaboration

Organizational skills

Attention to detail

Education

Level 1 or Level 2 Licensed Insurance Agent

C.I.P. designation

Tools

Agency Manager

Microsoft Office Suite

APF Finance

ISNet World

Job description

Overview

As a Client Service Representative (CSR) you will report directly to your Account Manager and contribute in 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, email and fax/written 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 designated by the Processing Department 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 insured’s, CSIO, ISNetWorld.
• Update Acturis and assist with all schedules & 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.
• Acturis – keeping policy information updated and accurate; creating appropriate abeyances; completing all abeyances as requested.
• Mail – incoming mail (Canada Post, ICS and Courier) sorted, time stamped and processed into the system.
• Mail – outgoing; letters, envelopes, prepare all courier way bills, accurate mailing labels and appropriate postage.
• Scanning & Filing – Put away all roll cart files and drop filing.
• Light office duties as assigned.
• Other duties that may be assigned.

Team Support

• Report any problems on potential lost accounts before occurrence to the Team Lead [Business Service Specialist]
• Take all steps to avoid Errors & Omissions, and report any potential E&O to the [Business Service Specialist]
• Attend and participate in Team meetings, general staff meetings and company functions

Office Support

• Abide by and adhere to the policies and procedures as outlined in the CMB Policies & Procedures Manual.
• Utilize the Agency Manager, Microsoft Office Suite, APF Finance and ISNet World programs
• Be familiar with and support the Entrepreneur Operating System (EOS)

Knowledge and Experience

• 1-2 years of experience with in an insurance environment or professional business environment.
• 1-2 years of experience with in a team environment in a customer service position.
• Experience with The Agency Manager, Microsoft Office Suite, Compu Quote or comparable computer systems.

Education Requirements

• Working towards, or is currently, Level 1 or Level 2 Licensed Insurance Agent.
• Member of, or currently working towards, C.I.P. designation.