Personal Lines, Client Advisor

5 months ago

Burnaby, Canada Acera Full time

**The Company**

CapriCMW is a uniquely independent, employee-owned insurance and risk management company, recognized as one of Canada’s top commercial insurance brokers. With decades of experience and specialized knowledge in local sectors, CapriCMW has served as trusted advisors to businesses and individuals since 1975. We provide general insurance services for commercial property, liability, professional and executive liability, construction and contract surety bonding, and auto. Our clients are B.C. based and often with international operations.

**We Are Growing**

CapriCMW has recently merged with Rogers Insurance and will be known as Acera Insurance. The merger combines the strength and stability of two award-winning independent and employee-controlled companies, consolidating a wide range of professional expertise and decades of experience in insurance, risk management and group benefits. With 1,000 employees located in over 50 offices across Alberta, BC, Ontario and the Yukon, along with $1 billion in gross written premium, we’re positioned to be a leading national insurance brokerage with deep roots in the local communities which we continue to serve.

**Job Summary**

We are currently recruiting for a full-time Personal Lines Client Advisor in our Burnaby location. The Client Advisor works collaboratively with clients, insurance companies and their CapriCMW team members to exceed client expectations. This role advises, explains, promotes and sells home and other personal insurance policies to ensure CapriCMW clients are appropriately insured.

**Essential Job Functions**:
Primary duties include, but are not limited to:

- Processing renewals, endorsements, cancellations, changes as well as servicing new walk-in & phone-in business
- Updating and maintaining automated forms for new business, endorsements, renewal and claims
- Promoting and recommending optimal coverage and additional products available
- Collecting payments from clients in an efficient and timely manner
- Providing back-up support to front desk as necessary
- Providing an outstanding client service experience
- Reviewing existing client policies and marketing as necessary

**Qualifications and Soft Skill Requirements**:

- Level 1 BC General Insurance License
- Minimum 5 years experience working in Insurance
- Client-centric approach
- Strong verbal and written communication
- Exceptional organizational skills with the ability to work under pressure
- Builds and maintains positive relationships with clients and insurance companies
- Courteous and professional manner with clients and co-workers

**Why Join our Team?**

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

CapriCMW offers a fun, collaborative work environment with lots of opportunity for long-term professional and personal growth. As an independent, employee-owned company, we are proud to be named one of the Best Workplaces in Canada by Great Place to Work®.

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