Customer Service Representative

3 days ago
Calgary AB, Calgary Census Division, AB; Alberta, Canada CMB Insurance Brokers Full-time
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. Competitive & Unique Compensation Structures – Designed to reward performance and support long-term career growth. Benefits Active Day One – Enjoy full health and wellness coverage from your first day. 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 Service Supervisor and contribute to the servicing of client requests. Client Service Focus on client service including timely response to telephone and email enquiries by creating expectations and timelines for work completion with a proactive service approach. 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 insureds, CSIO, ISNetWorld. Update Epic with accurate policy information, assist with all schedules, create and complete appropriate abeyances & support with the preparation of 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. Mail – incoming mail (Canada Post, ICs and Courier) sorted, time stamped and processed into the system, as required. Scanning, filing, and light office duties, as required. Team Support Be familiar with and follow company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR procedures, etc.) Report any problems on potential lost accounts before occurrence to the Service Supervisor Report all potential bad debts immediately to the Service Supervisor Take all steps to prevent Errors & Omissions, and report any potential E&O to the Service Supervisor Office Support Attend and participate in Account Manager/CSR meetings, general staff meetings, company functions This job operates in a professional office environment.

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