Posted 18 days ago
CSR Document Management
@ CMB Insurance Brokers
Edmonton, Alberta
Overview
CMB Insurance Brokers is hiring a full-time Client Service Representative for its Document Management Team, reporting to the Learning and Development Manager. The role manages client documents, mail, certificate requests and broker management system files in a professional office environment.
Responsibilities:
- Maintain and organize computer and paper client files
- Assign, rename and index electronic documents
- Prepare correspondence and renewal letters
- Manage incoming and outgoing mail and courier waybills
- Assist with certificate requests and task management
Requirements summary:
- Proficiency with Microsoft Office Suite
- Experience with broker management systems such as Acturis
- Attention to detail to avoid errors and omissions
- Strong organizational and administrative skills
Tools & skills
Source and dates
Source type not verified · humi
- Employer posting date
- 2026-10-19
- First seen by our source
- 2026-10-19
- Source record updated
- 2026-10-19
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 |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
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.
Buy your insurance with confidence. Plan, prepare and protect what matters most.
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 |
As a Client Service Representative (CSR) for the Document Management Team, you will report directly to the Learning and Development Manager and contribute to the management of documents for our clients and assisting our service teams. Specific duties are outlined as follows:
Client Service and Document Management
- 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 (Acturis)
- Mail – incoming mail (Canada Post, ICS, and Courier) sorted, and processed into the system.
- Mail – outgoing; letters, envelopes, prepare all courier waybills, accurate mailing labels, and appropriate postage.
- 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 of task management when assigned.
- Data entry for special projects.
- Light office duties as needed.
- Opportunity for future development and training for other CSR tasks.
Team Support
- Participate in taking a turn to assist with the maintenance of the office coffee machine.
- Take all steps to avoid Errors & Omissions and report any potential E&O to the Service Supervisor.
- 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 IGN Policies & Procedures Manual.
- Utilize the broker management system, Microsoft Office Suite, APF Finance, and ISNet World programs.
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.
Journal
Only you can see this. Kept on this device, and in your account when you sign in.