Publié il y a 21 jours
CSR Document Management
@ CMB Insurance Brokers
Edmonton, Alberta
En bref
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.
Responsabilités :
- 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
Résumé des exigences :
- 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
Outils et compétences
Source et dates
Type de source non vérifié · humi
- Date publiée par l’employeur
- 2026-10-19
- Première détection par notre source
- 2026-10-19
- Mise à jour du dossier source
- 2026-10-19
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 |
| 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 |
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 |
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.
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