Talent.com
CMB Insurance Brokers
Client Service RepresentativeCMB Insurance Brokers • Grande Prairie, AB, Canada
Client Service Representative

Client Service Representative

CMB Insurance Brokers • Grande Prairie, AB, Canada
2 days ago
Job type
  • Full-time
Job description

CMB is a place where driven professionals come to build meaningful careers in a vital and evolving industry. We foster a values-based culture that emphasizes collaboration, continuous learning, and personal growth. With structured development programs, clear advancement opportunities, and a strong commitment to internal talent, CMB empowers its team members to thrive and make a lasting impact.


What do we offer?

  • Competitive & Unique Compensation Structures – Designed to reward performance and support long-term career growth.
  • Growth Opportunities – Clear paths for advancement and internal promotions.
  • Benefits Active Day One – Enjoy full health and wellness coverage from your first day.
  • Award-Winning Employer – Recognized as a Top Insurance Employer four years in a row.
  • Supportive Culture – A values-driven workplace that prioritizes collaboration and respect.
  • Mentorship & Leadership Training – Structured development for those with leadership aspirations.
  • Education Support – Licensing, training, and course grants to help you grow professionally.
  • Industry Stability – Be part of an essential and resilient sector with long-term demand.
  • Modern Work Environment – Tools, tech, and flexibility to help you do your best work.


As a Client Service Representative (CSR) you will report directly to your Account Manager and contribute in the servicing of client requests. Specific duties that a CSR would be expected to perform are as follows:


Client Service

  • Focus on client service including timely response to telephone, email and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.
  • Ensure the proper and appropriate use of company processes and procedures, including brand maintenance, as designated by the Processing Department when performing the tasks below:
  • Prepare correspondence, pink cards, endorsement requests, client record books, schedules, finance contracts, invoices, cover notes and cancellation requests, claims requests and notice of loss as determined.
  • Coordinate and prepare certificate requests such as mortgagee requests, lessor, loss payable, additional insured’s, CSIO, ISNetWorld.
  • Update Acturis and assist with all schedules & new business submissions as required.
  • Create accurate invoices for endorsements, renewals, policy audits, memos, binder bills and financing.
  • Maintain, update and organize computer and paper files utilized by the department.
  • Acturis – keeping policy information updated and accurate; creating appropriate abeyances; completing all abeyances as requested.
  • Mail – incoming mail (Canada Post, ICS and Courier) sorted, time stamped and processed into the system.
  • Mail – outgoing; letters, envelopes, prepare all courier way bills, accurate mailing labels and appropriate postage.
  • Scanning & Filing – Put away all roll cart files and drop filing.
  • Light office duties as assigned.
  • Other duties that may be assigned.


Team Support

  • Report any problems on potential lost accounts before occurrence to the Team Lead [Business Service Specialist]
  • Take all steps to avoid Errors & Omissions, and report any potential E&O to the [Business Service Specialist]
  • Attend and participate in Team meetings, general staff meetings and company functions


Office Support

  • Abide by and adhere to the policies and procedures as outlined in the CMB Policies & Procedures Manual.
  • Utilize the Agency Manager, Microsoft Office Suite, APF Finance and ISNet World programs
  • Be familiar with and support the Entrepreneur Operating System (EOS)


Knowledge and Experience:

  • 1-2 years of experience with in an insurance environment or professional business environment would be considered an asset.
  • 1-2 years of experience with in a team environment in a customer service position.
  • Experience with The Agency Manager, Microsoft Office Suite, Compu Quote or comparable computer systems.

Create a job alert for this search

Client Service Representative • Grande Prairie, AB, Canada

Similar jobs

Call Center Representative Agent Work From Home - Part-Time Focus Group Panelist

Apex Focus Group Inc.Grande Prairie, AB, Canada
CA$75.00 hourly
Remote
Full-time +1

Job Title: Call Center Representative Agent Work From Home - Remote Panelists.Part-Time Focus Group Participants - Remote Work From Home (Up To $850/Week).Our company is seeking individuals to part... Show more

 • Promoted

Service Technician

London Drugs LimitedGrande Prairie, Division No. 19, CA
Full-time

Are you always up to date on the latest tech developments? Do you have a knack for translating technical language and concepts for people with varying technical abilities? This may be the career fo... Show more

 • Promoted

Parts Representative

WajaxHamlet of Clairmont, AB, CA
Full-time

As a key member of the Wajax team the Parts Representative is responsible for providing an elevated level of customer service in support of the business of service and parts sales to the market, en... Show more

 • Promoted

Directeur ou directrice, Service à la clientèle

FCC / FACGrande Prairie, Division No. 19, CA
Full-time

Échelle salariale (le titulaire est aussi admissible à une prime fondée sur le rendement, applicable au poste).FAC est fière de se consacrer entièrement au secteur canadien de l’agriculture et de l... Show more

 • Promoted

Customer Service Representative Agent Work From Home - Remote Online Panelists

ApexFocusGroupGrande Prairie, Alberta, CA
Remote
Full-time +3

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No customer service representative agent experience needed.... Show more

 • Promoted

Customer Service - Inside Sales

E.B. Horsman & SonGrande Prairie, Division No. 19, CA
Full-time +1

Helping our communities thrive.Are you ready for new challenges and new opportunities?.Current job opportunities are posted here as they become available.As a fifth-generation, family-owned Western... Show more

 • Promoted

Technical Service Representative

SECUREHamlet of Clairmont, AB, CA
Full-time

Technical Service Representative.SECURE’s Technical Service Representative (T.This role is field-based throughout Alberta.You will be part of a collaborative and customer‑focused team that values a... Show more

 • Promoted

Call Center Representative Agent Work At Home - Part Time Paid Panelists

ApexFocusGroupGrande Prairie, Alberta, CA
Remote
Full-time +3

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No call center representative agent experience needed.Call ... Show more

 • Promoted

Earn Cash From Taking Surveys Online

Earn HausGrande Prairie, AB, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Client Service Representative

CMB Insurance BrokersGrande Prairie, Division No. 19, CA
Full-time

CMB is a place where driven professionals come to build meaningful careers in a vital and evolving industry.We foster a values-based culture that emphasizes collaboration, continuous learning, and ... Show more

 • Promoted

Insurance Sales Representative

Combined InsuranceGrande Prairie, AB, CA
Full-time

Are you an enthusiastic, results-driven individual with a desire for independence and flexibility in how you manage your workday? Do you want to make a meaningful impact in your community and in th... Show more

 • Promoted

Customer Service Representative Agent Work From Home - Part Time Focus Group Panelists

ApexFocusGroupGrande Prairie, AB, CA
Remote
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Customer Service Representative Agent experience needed.... Show more

 • Promoted

Growth-Focused Client Service Specialist (Insurance)

CMB Insurance BrokersGrande Prairie, Division No. 19, CA
Full-time

A leading insurance brokerage in Canada is looking for a Client Service Representative (CSR) to support client interactions and office operations.In this role, you will respond to inquiries, manage... Show more

 • Promoted

Employer Services Consultant

Open-Door-GroupNorth Gate Village, AB, CA
Full-time +1

Open Door Group (ODG), a mission-driven non-profit organization serving communities across Alberta and British Columbia, is seeking two.This is an opportunity to work directly with employers as a t... Show more

 • Promoted

Customer Service Leader - Service Specialist

London Drugs LimitedGrande Prairie, Division No. 19, CA
Full-time

Become a key part of London Drugs as a Service Specialist focused on enhancing customer satisfaction.Ensure a smooth operation on the sales floor while supporting the checkout staff.As a Service Sp... Show more

 • Promoted

Service Delivery Coordinator

Open-Door-GroupNorth Gate Village, AB, CA
Full-time +1

Open Door Group (ODG), a mission-driven non-profit organization serving communities across Alberta and British Columbia, is seeking a.This is an opportunity to play a central role in supporting hig... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausGrande Prairie, AB, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Call Center Representative Agent Work From Home - Part Time Focus Group Panelists

ApexFocusGroupGrande Prairie, AB, CA
Remote
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No call center representative agent experience needed.Call ... Show more

 • Promoted

Patient Services Specialist

FYihealth groupGrande Prairie, Division No. 19, CA
Full-time

We're hiring to fill a current vacancy, join our team at Regina - Gordon Road and Rochdale Blvd partners of solis optics, as a Patient Services Specialist!.This position is a full-time role working... Show more

 • Promoted

Associate Dentist

Passion Dental GroupGrande Prairie, Division No. 19, CA
Full-time +1

Posted Thursday, July 23, 2026 at 6:00 AM.You pull into the parking lot after a short commute, coffee still hot, and walk into a clinic where the team already feels like family.Your day is filled w... Show more