Client Services Representative
7 days ago
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. • 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.
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Client Services Representative
1 week ago
Grande Prairie, Canada CMB Insurance Brokers Full timeAs 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...
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Client Services Representative
7 days ago
Grande Prairie, Canada CMB Insurance Brokers Full timeAs 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...
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Client Services Representative
1 week ago
grande prairie, Canada CMB Insurance Brokers Full timeAs 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...
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Client Services Representative
1 week ago
Grande Prairie, Canada CMB Insurance Brokers Full timeAs 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...
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Client Services Representative
6 days ago
Grande Prairie, Canada CMB Insurance Brokers Full timeAs 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...
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Client Services Representative
1 week ago
Grande Prairie, Ab, Canada CMB Insurance Brokers Full timeAs a Client Service Representative (CSR) you will report directly to your
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Client Services Representative
7 days ago
Grande Prairie, AB, Canada CMB Insurance Brokers Full timeAs 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...
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Client Services Representative
5 days ago
Grande Prairie, AB, Canada CMB Insurance Brokers Full timeAs 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...
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Client Service Representative
1 week ago
Grande Prairie, AB TW J, Canada CMB Insurance Brokers Full time $40,000 - $60,000 per yearAs 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 ServiceFocus on client service including timely response to telephone, email and fax/written enquiries by creating expectations and...
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Customer Service Representative
1 week ago
Grande Prairie, Canada U-Haul Full time $40,000 - $60,000 per yearLocation: St, Grand Prairie, Alberta T8V 2H6 CanadaAre you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company's exceptional service and ensuring that...
