Posted 38 months ago
CMB - CSR - Edmonton
@ CMB Insurance Brokers
Edmonton, Alberta
Overview
CMB Insurance Brokers is hiring a full-time Client Service Representative in Edmonton to support Account Managers. The role handles client requests by phone, email and mail, prepares policy documents and invoices, and maintains files. The posting asks for 1-2 years of insurance or customer service experience and insurance licensing progress.
Responsibilities:
- Respond to client telephone, email and written enquiries
- Prepare policy correspondence, invoices and certificate requests
- Keep policy information and abeyances updated in TAM
- Sort, process and send incoming and outgoing mail
- Maintain and organize computer and paper files
Requirements summary:
- 1-2 years of insurance or professional business experience
- 1-2 years in a customer service team role
- Experience with The Agency Manager and Microsoft Office
- Working toward Level 1 or Level 2 Licensed Insurance Agent
- Member of or working toward C.I.P. designation
Tools & skills
Source and dates
Source type not verified · humi
- Employer posting date
- 2023-09-18
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Experience | 1+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Level 1 Licensed Insurance Agent, Level 2 Licensed Insurance Agent, C.I.P. |
Summary and details written by AI from the posting; the employer’s posting is the authority.
CMB Insurance Brokers
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
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Full company description
CMB Insurance Brokers provides customized insurance solutions for Alberta businesses, specializing in the transportation, energy, construction, and manufacturing sectors. Since 1986, we’ve helped businesses reduce risk, control insurance costs, and minimize disruptions through proactive service and tailored insurance programs. CMB is a privately owned Canadian company with independent local ownership and leadership focused on client needs. Headquartered in Edmonton, we serve over 4,000 clients, manage more than $10 billion in client assets, and employ over 170 professionals across 11 locations in Canada. Our team is recognized for industry expertise, responsive service, and innovative insurance solutions.
- LinkedIn followers
- 2,801
- People associated on LinkedIn
- 83
- Reported office locations
- #201, 1430 - 91 Street, Edmonton, Alberta T6X 1M5, CA
- Other recorded names
- CMB Insurance Brokers
- Specialties
- Transportation
- OiI & Gas
- Construction & Manufacturing
- and VIP Home & Auto
- Profile identifies a recruitment agency
- No
CMB Insurance Brokers provides customized insurance solutions for Alberta businesses, specializing in the transportation, energy, construction, and manufacturing sectors. Since 1986, we’ve helped businesses reduce risk, control insurance costs, and minimize disruptions through proactive service and tailored insurance programs. CMB is a privately owned Canadian company with independent local ownership and leadership…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 51-200 employees |
| Headquarters | Edmonton, Alberta |
| Organization type | Privately Held |
| Year founded | 1986 |
| Specialties | TransportationOiI & GasConstruction & Manufacturingand VIP Home & Auto |
| Open jobs on Jobsy | 36 |
| View page |
Job description
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 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, as determined.
- Coordinate and prepare certificate requests such as mortgagee requests, lessor, loss payable, additional insured’s, CSIO, ISNetWorld.
- Update TAM 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.
- TAM – 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, envelops, 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.
Knowledge & 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.
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
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.
Journal
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