Home » Client Service Representative

Client Service Representative at CMB Insurance Brokers

Position Client Service Representative
Posted 29 Jun 2026
Expired 29 Jul 2026
Company CMB Insurance Brokers
Location Canada | CA
Job Type Full Time

Job Description:

Latest job information from CMB Insurance Brokers for the position of Client Service Representative. If the Client Service Representative vacancy in Canada matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at CMB Insurance Brokers for the position of Client Service Representative below matches your qualifications.

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.

Job Info:

  • Company: CMB Insurance Brokers
  • Position: Client Service Representative
  • Work Location: Canada
  • Country: CA

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Client Service Representative at the office Canada above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

Next Page »

Similar Job Vacancies

  Audiologiste at ASICC-MED
Posted: 1 hour ago

Desc: Audiologiste (Nord-Du-Quebec)Conditions d'emploi : Disposé(e) à travailler dans la zone mentionnée et idéalement détenteur(trice) d’un moyen de transport. Temps plein / Temps partiel – Quart variable...

Company: ASICC-MED | Location: Canada
  infirmiere en dispensaire at ASICC-MED
Posted: 7 hours ago

Desc: infirmiere en dispensaire(Nord-du-Quebec)Conditions d’emploi : Disposé(e) à travailler dans la zone mentionnée et idéalement détenteur(trice) d’un moyen de transport. Capacité à intervenir dans l’un d...

Company: ASICC-MED | Location: Canada
  Job Search Agregator 2026
About Us
Privacy Policy
Disclaimer
Terms and Conditions
Contact Us
Submit XML Feed

© Jobkos

  By visiting the Jobkos website, viewing, accessing, or using any of the services or information created, collected, compiled, or submitted to Jobkos, you agree to be bound by the following Terms and Conditions of Service.
Created by Jobkos | | | |