Support insurance clients through responsive service, accurate documentation, and organized policy administration in CMB's skilled 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 enquiriesPrepare correspondence, certificates, endorsements, invoices, and cover notesUpdate Epic with accurate policy informationMaintain organized computer and paper department filesProcess incoming and outgoing mail accuratelyRequirements:Follow company policies, procedures, and department processesUse required programs and portals appropriatelyReport potential lost accounts and bad debts promptlyIdentify and report potential Errors and OmissionsParticipate in meetings and company functionsBring responsive client service, insurance documentation, Epic accuracy, and dependable administrative support to CMB's service team.

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