Support insurance clients through responsive service, accurate documentation, and organized policy administration in CMB’s qualified office environment.
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.

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