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Realty General Operations Support

4 months ago

Burnaby, Canada Acera Full time

**Location and Status**
- Full-time
- Burnaby, BC

**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**

The Realty General Operations Support role is the primary contact for all operation and training tasks related to realty business and the liaison between Sales, Servicing, Broking and Underwriting functions. This role is responsible for overseeing all Realty needs and the implementation of changes, new initiatives, and corrective measures with the support of key stakeholders from different departments including Sales and Underwriting.

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

- Legislation & Compliance
- Staying informed on provincial legislation and guidelines and implementing changes as required (updating workflows, creating/updating documents and correspondence, communicating and training staff)
- Encompass all Realty business written throughout the organization and not just within Real Estate department
- Coordinate with Commercial Operations team as needed
- Compliance auditing on all Real Estate business
- Epic workflows & training
- First line of support for staff on issues, questions etc., including support for Commercial Client staff on Real Estate workflows
- Facilitating any transferred business in Realty department (Epic coding, reporting)
- Audit support
- Production/Transactions - (producer commissions, transferred business etc.)
- Working with Underwriting team on file audits to implement updates to workflows or additional training if needed
- Oversight and support of the account renewal process
- New staff on-boarding & training for Sales & Service staff
- Documents - Working with the Operations team on any document updates required (Sales collateral, Epic documents.)
- Liaison between Sales/Service and Underwriting
- Working with Commercial teams across Acera to ensure workflows are being followed and optimized
- Updating Epic coding/configuration as needed
- Employee Intranet - Managing database with all documents, sales and risk management bulletins
- Project work including but not limited to:

- Existing system integrations - updating workflows, training staff, and assisting with Acera-wide Realty integration (any changes in workflows, processes etc.)
- New system implementations - workflow development, hand-offs between business units, data integrity, training

**Qualifications and Soft Skill Requirements**:

- Self-starter, problem solver, change champion, exceptional communicator, good with people
- Some organizational knowledge and willingness to learn various roles and functions within the Realty team
- In the office on regular basis as a resource to staff

**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®.