CSR - Calgary

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.

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

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.

Educational Requirements:

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