Client Service Role at CMB Insurance (Edmonton)

Client Service Role at CMB Insurance (Edmonton)

30 Jul
|
CMB Insurance Brokers
|
Edmonton

30 Jul

CMB Insurance Brokers

Edmonton

Make an impact as a Client Service Representative at CMB Insurance, where driving client satisfaction is at the forefront. Full health perks start on your first day, along with abundant growth opportunities within a collaborative environment.
This position involves managing client requests, handling documentation, and ensuring proper processes are followed. You will communicate with clients proactively, prepare invoices, and maintain accurate records to support a high-quality service experience. Your expertise in team collaboration will enhance overall function.
Key Responsibilities:
• Handle inquiries through various communication channels
• Ensure accurate preparation of client-related documentation
• Keep client files organized and up to date




• Process incoming and outgoing correspondence efficiently
• Engage in team meetings for continuous improvement
Requirements:
• 1-2 years’ experience in insurance or a similar field
• Previous customer service role within a team environment
• Knowledge of Agency Manager and Microsoft Office Suite
• Working towards Level 1 or Level 2 Insurance License
• Enthusiasm for continual learning and leadership development
Enhance your career while delivering exceptional service at CMB’s thriving insurance team.
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📌 Client Service Role at CMB Insurance (Edmonton)
🏢 CMB Insurance Brokers
📍 Edmonton

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