Autoplan, Client Advisor

3 weeks ago

Penticton, 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 an Autoplan Client Advisor to work in our Penticton office. This role’s purpose is to advise, explain, promote and sell insurance policies to ensure CapriCMW clients are correctly insured. If you thrive on a high pace and keeping clients happy while protecting their livelihood, this role is for you.

**You will use your expertise to**:

- Provide auto and other types of insurance, including commercial fleet, to our clients
- Recommend and implement clients' insurance coverages, premiums and methods of payment
- Provide information on varying insurance policies, including risk coverages, limitations and other features
- Respond to emergencies and assist clients with their claims
- Process transactions in EPIC, ICBC system, autolink and private insurers web portals
- Complete others duties and tasks as assigned by your team leader

**We would like to hear from you if you have**:
**Must-haves (Minimum Requirements)**
- Client focused mindset
- The ability to work weekends
- Adaptable and accepting of change
- Well-developed people and professional communication skills
- Courteous to clients and co-workers
- Adhere to the Insurance Council of BC Code of Conduct
- A Level 1 BC General Insurance License

**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®.

  • Personal Lines/autoplan Client Advisor

    1 week ago

    Penticton, 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...

  • Personal Lines, Client Advisor

    3 weeks ago

    Penticton, Canada CapriCMW Full time

    We are currently recruiting for a full time Personal Lines Client Advisor in our Penticton location. Personal Lines Client Advisors work collaboratively with clients, insurance companies and their CapriCMW team members to exceed client expectations. This role advises on, explains, promotes and sells home and personal lines insurance policies to ensure...

  • Trainee

    3 weeks ago

    Penticton, Canada Westland Insurance Ltd. Full time

    Westland Insurance Group Ltd has an exciting opportunity for a Insurance Advisor Trainee in Penticton, BC at our Cherry Lane office. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded individual who is focused on growing their career in insurance. **What we offer**: - Competitive...

  • Client Advisor, Auto Insurance

    5 days ago

    Penticton, Canada Acera Insurance Full time

    Client Advisor, Auto Insurance Jul 13, 2024 Location: Penticton, British Columbia, CA We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  Our people are: Encouraged to challenge the status quo and...

  • Client Advisor, Auto Insurance

    3 weeks ago

    Penticton, Canada Acera Full time

    Salary: **About Acera Insurance** Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that...

  • Client Advisor, Auto Insurance

    3 weeks ago

    Penticton, Canada Acera Insurance Services Ltd. Full time

    We put our people first. As an employer of choice, Acera Insurance, _formerly CapriCMW Insurance,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of...

  • Service Advisor

    4 weeks ago

    Penticton, Canada Penticton Toyota Full time

    Penticton Toyota is a family-owned dealership that has served Penticton for over 40 years. We pride ourselves in providing the best possible customer service with top-notch repairs and maintenance. We are looking for a dedicated, high-energy individual with a great attitude and mindset for customer service to join our team as a Service Advisor. The Service...

  • Insurance Advisor

    1 day ago

    Penticton, Canada Westland Insurance Group Ltd. Full time

    Wednesday, February 12, 2025We’re searching for an Insurance Advisor. Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Penticton, BC at our Apple Plaza location. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for...

  • Insurance Advisor

    12 hours ago

    Penticton, Canada Westland Insurance Group Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities?Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Penticton, BC at our Apple Plaza location. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

  • Trainee - Insurance Advisor

    23 hours ago

    Penticton, Canada Westland Insurance Group Ltd. Full time

    We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities?Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor in Penticton, BC at our Apple Plaza location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded...

  • Trainee - Insurance Advisor

    23 hours ago

    Penticton, Canada Accoravillage Full time

    Wednesday, February 12, 2025We’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities?Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor in Penticton, BC at our Apple Plaza location. Do you love to provide exceptional client service? If so, you will love working for Westland! We are...

  • Client Relationship Manager

    17 hours ago

    Penticton, British Columbia, Canada Westland Insurance Group Ltd. Full time

    We're seeking an Insurance Advisor to join our team at Westland Insurance Group Ltd.The ideal candidate will have a strong understanding of insurance products, underwriting principles, and industry knowledge, with the ability to identify clients' business challenges and provide recommendations to meet their needs.This role offers opportunities for growth and...

  • Auto Insurance Advisor

    3 weeks ago

    Penticton, Canada Johnston Meier Insurance Agencies Group Full time

    **Auto Insurance Advisor Opportunity** **Location**: 257 Martin Street, Penticton, BC **Job Summary** Johnston Meier Insurance has a position available at our Downtown Penticton office for a Licensed Auto Insurance Advisor. If you have great communication and interpersonal skills, a Level 1 License, office experience, and are willing to learn, we'd like...

  • Policy Expert Advisor

    16 hours ago

    Penticton, British Columbia, Canada Westland Insurance Group Ltd. Full time

    About UsAt Westland Insurance Group Ltd., we value growth and possibility for everyone on our team. Every day, we prove that building a great business means taking care of communities, clients, and each other with equal commitment.Job DescriptionWe're looking for a career-minded individual who is focused on growing their insurance industry knowledge and...

  • Auto Insurance Advisor

    2 weeks ago

    Penticton, Canada Johnston Meier Insurance Agencies Group Full time

    **Auto Insurance Advisor Opportunity** **Location**: 414 Ellis St, Penticton, BC, V2A 4M2 **Job Summary** Johnston Meier Insurance has a position available at our Ellis St. office in Penticton for a Licensed Auto Insurance Advisor. If you have great communication and interpersonal skills, a Level 1 License, office experience, and are willing to learn,...

  • Penticton Insurance Advisor Trainee

    38 minutes ago

    Penticton, British Columbia, Canada Westland Insurance Group Ltd. Full time

    Are you a motivated individual looking to start your career in insurance? We're excited to offer a Trainee - Insurance Advisor position at Westland Insurance Group Ltd.This role provides an excellent opportunity to develop your skills and knowledge in promoting and educating clients on insurance products. You'll work closely with our experienced team members...

  • Automotive Product Advisor

    4 days ago

    Penticton, Canada Penticton Toyota Full time

    Are you a go-getter who loves working with people? Do you have experience working in sales or customer service? We might be looking for you! Penticton Toyota is seeking an ambitious and enterprising individual to join our award-winning team as a Product Advisor. The Product Advisor is responsible for guiding customers through the purchase of new and...

  • Automotive Product Advisor

    4 weeks ago

    Penticton, Canada Penticton Toyota Full time

    Are you a go-getter who loves working with people? Do you have experience working in sales or customer service? We might be looking for you! Penticton Toyota is seeking an ambitious and enterprising individual to join our award-winning team as a Product Advisor. The Product Advisor is responsible for guiding customers through the purchase of new and...

  • Auto Insurance Advisor Downtown Penticton, Bc

    2 weeks ago

    Penticton, Canada Johnston Meier Insurance Agencies Group Full time

    **Auto Insurance Advisor Opportunity** **Location**: 257 Martin Street, Penticton, BC **Job Summary** Johnston Meier Insurance has a position available at our Downtown Penticton office for a Licensed Auto Insurance Advisor. If you have great communication and interpersonal skills, a Level 1 License, office experience, and are willing to learn, we'd like...

  • Personal Lines Insurance Advisor

    3 weeks ago

    Penticton, Canada Johnston Meier Insurance Agencies Group Full time

    **Personal Lines Insurance Advisor Downtown Penticton, BC** Location: 257 Martin Street, Penticton, BC **Job Summary** **Responsibilities** - Provide excellent customer service to our clients - New quotes on all Personal Lines types of business - Provide renewal terms and optional quotes - Update evaluators when necessary - Coverage for Auto Insurance...