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)

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 qualified 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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📌 EIC Client Service Representative (Alberta)
🏢 CMB Insurance Brokers
📍 Alberta