Support insurance clients through responsive service, accurate documentation, and organized policy administration in CMB’s professional office workplace.
As a Client Service Representative, you report to the Service Supervisor and service client requests. The work includes telephone and email enquiries, insurance correspondence, Epic updates, certificates, invoices, files, and mail processing. You also support team procedures and office activities.
Key Responsibilities:
- Respond promptly to telephone and email client enquiries
- Prepare correspondence, certificates, endorsements, invoices, and cover notes
- Update Epic with accurate policy information
- Maintain organized computer and paper department files
- Process incoming and outgoing mail accurately
Requirements:
- Follow company policies, procedures, and department processes
- Use required programs and portals appropriately
- Report potential lost accounts and bad debts promptly
- Identify and report potential Errors and Omissions
- Participate in meetings and company functions
Bring responsive client service, insurance documentation, Epic accuracy, and dependable administrative support to CMB’s service team.