Publié il y a 38 mois
CMB - CSR - Edmonton
@ CMB Insurance Brokers
Edmonton, Alberta
En bref
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.
Responsabilités :
- 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
Résumé des exigences :
- 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
Outils et compétences
Source et dates
Type de source non vérifié · humi
- Date publiée par l’employeur
- 2023-09-18
- Première détection par notre source
- 2026-10-15
- Mise à jour du dossier source
- 2026-10-15
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Service à la clientèle |
| Expérience | 1 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | Level 1 Licensed Insurance Agent, Level 2 Licensed Insurance Agent, C.I.P. |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
CMB Insurance Brokers
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Buy your insurance with confidence. Plan, prepare and protect what matters most.
Description complète de l’entreprise
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.
- Abonnés LinkedIn
- 2 801
- Personnes associées sur LinkedIn
- 83
- Bureaux déclarés
- #201, 1430 - 91 Street, Edmonton, Alberta T6X 1M5, CA
- Autres noms enregistrés
- CMB Insurance Brokers
- Spécialités
- Transportation
- OiI & Gas
- Construction & Manufacturing
- and VIP Home & Auto
- Le profil indique une agence de recrutement
- Non
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…
| Champ | Valeur |
|---|---|
| Secteur | Insurance |
| Taille | 51-200 employees |
| Siège social | Edmonton, Alberta |
| Type d’organisation | Privately Held |
| Fondée en | 1986 |
| Spécialités | TransportationOiI & GasConstruction & Manufacturingand VIP Home & Auto |
| Offres sur Jobsy | 36 |
| Voir la 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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