Client Service Representative - Edmonton, Canada - CMB Insurance Brokers

CMB Insurance Brokers

Verified Company

Edmonton, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

As a Client Service Representative (CSR) for the Document Management Team, you will report directly to the Service Supervisor and contribute in the servicing of client requests.

Specific duties are outlined as follows:

Client Service and Document Management

Ensure the proper and appropriate use of procedures, including brand maintenance, as designated by the Document Management department when performing the tasks below:
Prepare correspondence, pre-renewal letters, no-interruption letters, as determined.
Assist with the preparation of pink cards and schedules, as determined.
Assist with the preparation of certificate requests such as mortgagee requests, lessor, loss payable, additional insured's, CSIO, ISNetWorld.
Create accurate invoices for endorsements, renewals, policy audits, memos, binder bills and financing, if required.
Maintain, update and organize computer and paper files utilized by the department.
TAM 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, envelops, 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 broker management system, Microsoft Office Suite, APF Finance and ISNet World programs

Knowledge and Education

12 years of experience within a team environment in a customer service position.
12 years of experience within an insurance environment or professional business environment an asset.
Experience with The Agency Manager, Microsoft Office Suite, Compu Quote or comparable computer systems.

Education Requirements