Insurance Advisor, Personal Lines & Auto
Job No:
149131
Location:
Multiple Locations - BC and YT
- Join one of the Best Workplaces in Canada 2021, named by Great Place to Work®
- Be part of a progressive, independent, locally and employee-owned insurance brokerage
- Be rewarded with competitive base salary, generous incentives, and full benefits
About CapriCMW
CapriCMW is a uniquely independent, employee-owned insurance brokerage and risk management company. With decades of experience and specialized expertise, CapriCMW Insurance and Risk Advisors have been serving personal and business clients across Canada since 1975. Through over 450 professionals in 16 offices across BC, Yukon, and Ontario, CapriCMW offers a wide range of expertise spanning a multitude of industries, products, and services.
To learn more about our products, services, and impacts within the communities we serve, please visit our website.
About the Opportunity
CapriCMW is growing! We are currently looking for full time Personal Lines & Auto Insurance Client Advisors in multiple locations in BC and YT - Burnaby, Kelowna, Penticton, Vernon, Kamloops, Prince George, and Whitehorse.
As an important member of our Personal Lines team, you will advise, explain, promote, and sell home, auto, and personal lines insurance policies to ensure CapriCMW clients have adequate coverage.
More specifically, the scope of your responsibilities will include, but are not limited to:
- Working collaboratively with clients, insurance companies, and other CapriCMW team members to exceed client expectations
- Answering all inbound inquiries from customers, either through phone, email, or walk-in inquiries
- Processing renewals, endorsements, cancellations, changes and serve new walk-in and phone-in clients
- Updating and maintaining automated forms for new business, endorsements, renewals, and claims
- Recommending optimal coverage and additional products available
- Collecting payments from clients in an efficient and timely manner
- Providing high service standard expectations to new and existing clients
About You
To qualify, we require at least 1 year of insurance experience (e.g., home, auto, personal lines, or commercial insurance). Candidates with no insurance experience but have at least 3 years of frontline customer service, or client support experience will also be considered.
Whether you have insurance experience, or are someone motivated to jumpstart your career in insurance through our extensive learning and development programs, we encourage you to apply! To effectively perform this role, you will need a Level 1 BC Insurance License or the ability to obtain one within 3 months of start date.
Candidates with previous roles as a Personal Lines Advisor, Autoplan Agent, Insurance Broker, or Inbound Customer Service Representative are preferred, but not required.
As a company dedicated to developing our employees, we provide extensive training, coaching, and educational/personal development assistance, to give you the right resources to succeed. Your tenacity, results-driven, and solutions-oriented mindset will give you the push to continually grow into this role.
Most importantly, we are looking for candidates with enthusiastic energy and impeccable communication skills, who are deeply passionate about becoming involved in our community. If you are a positive professional with a high degree of integrity, we welcome you to join our team!
About the Benefits
As a valued member of the CapriCMW's family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:
- Generous incentives and bonus programs
- Employee Ownership opportunities
- Life, disability, health, and dental insurance coverage
- Group RRSP program
- Employer-matched Pension Plan
- Discounts on CapriCMW's services and products
- Employee Assistance Program
- Wellness and Lifestyle Spending Accounts
- Career development through leadership training and learning resources
- Be a part of an award-winning network of 500 professionals in 17 offices across BC, Yukon, and Ontario
- And many more!
Do our values and culture resonate with you? If you want to be a part of a progressive, independent, locally and employee-owned insurance brokerage, dedicated to serve our clients and our community, apply now!