Posted last month
EIC CSR
@ CMB Insurance Brokers
Grande Prairie, Alberta
Overview
CMB Insurance Brokers is hiring a full-time EIC Client Service Representative to provide administrative and clerical support to the EIC team under the Service Supervisor. The work covers account servicing, document and file management, client correspondence and certificate requests in a professional office setting.
Responsibilities:
- Maintain and organize computer and paper client files
- Prepare correspondence, renewal letters and certificate requests
- Manage the download module in the EPIC system
- Respond to client inquiries in a timely manner
- Report potential lost accounts, bad debts and E&O issues to the supervisor
Requirements summary:
- Familiarity with company policies and procedures
- Ability to work in the EPIC broker management system
- Attention to detail for document assignment and data entry
- Professional client communication skills
Tools & skills
Source and dates
Source type not verified · humi
- Employer posting date
- 2026-10-02
- 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 |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
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 an EIC Client Service Representative, working with EIC brokers and under the direction of the Service Supervisor, you will assist with tasks related to the servicing of accounts to contribute to continued growth and operation of the brokerage. Your primary role will be to act as administrative and clerical support for the EIC team to maintain positive and proactive customer communications for the assigned customers (Book of Business).
Administrative Support
- 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 (EPIC)
- 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 tasks when required.
- Data entry for special projects.
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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