Client Service at CMB Insurance

Position: Client Service Role at CMB Insurance
Make an impact as a Client Service Representative at CMB Insurance, where driving client satisfaction is at the forefront. Full health benefits start on your first day, along with abundant growth opportunities within a collaborative environment.

This position involves managing client requests, handling documentation, and ensuring proper processes are followed. You will communicate with clients proactively, prepare invoices, and maintain accurate records to support a high-quality service experience. Your expertise in team collaboration will enhance overall function.

Key Responsibilities:

• Handle inquiries through various communication channels

• Ensure accurate preparation of client-related documentation

• Keep client files organized and up to date

• Process incoming and outgoing correspondence efficiently

• Engage in team meetings for continuous improvement

Requirements:

• 1-2 years’ experience in insurance or a similar field

• Previous customer service role within a team environment

• Knowledge of Agency Manager and Microsoft Office Suite

• Working towards Level 1 or Level 2 Insurance License

• Enthusiasm for continual learning and leadership development

Enhance your career while delivering exceptional service at CMB’s thriving insurance team.
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