Client Service Representative

1 week ago

Grande Prairie AB TW J, Canada CMB Insurance Brokers Full time $40,000 - $60,000 per year

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 is 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.

Education Requirements:

  • Working towards, or is currently, Level 1 or Level 2 Licensed Insurance Agent.
  • Member of, or currently working towards, C.I.P. designation is cosndiered an asset

Job Types: Full-time, Permanent

Pay: $50,000.00 per year

Benefits:

  • Casual dress
  • Company events
  • Dental care
  • On-site parking
  • Paid time off
  • Tuition reimbursement
  • Vision care

Application question(s):

  • Do you have your Alberta Level 1 or 2 insurance License?
  • Are you able to reliably commute to the Grande Prairie office?

Work Location: In person

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