Client Service Specialist at CMB
CMB Insurance Brokers • grande prairie, Canada
Role Description
Elevate your career as a Client Service Specialist with CMB, a top insurance employer. This role emphasizes delivering exceptional client service through proactive communication and effective organization.
CMB seeks a dedicated Client Service Specialist to enhance client relations and streamline processes. This role requires strong client service experience, proficiency in Microsoft Office Suite, and the ability to manage various correspondence related tasks. You will support a values-based culture focused on collaboration and continuous learning.
Key Responsibilities:
• Respond promptly to client inquiries via phone, email, and fax
• Prepare client correspondence and financial documentation
• Update and maintain client records in Acturis
• Coordinate certificate requests and handle mail processing
• Participate in team meetings and support overall office operations
Requirements:
• 1-2 years’ experience in custo...
CMB seeks a dedicated Client Service Specialist to enhance client relations and streamline processes. This role requires strong client service experience, proficiency in Microsoft Office Suite, and the ability to manage various correspondence related tasks. You will support a values-based culture focused on collaboration and continuous learning.
Key Responsibilities:
• Respond promptly to client inquiries via phone, email, and fax
• Prepare client correspondence and financial documentation
• Update and maintain client records in Acturis
• Coordinate certificate requests and handle mail processing
• Participate in team meetings and support overall office operations
Requirements:
• 1-2 years’ experience in custo...