Personal Lines/autoplan Client Advisor

1 month 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 Purpose**

To advise, explain, promote and sell home, autoplan and personal lines insurance policies to ensure CapriCMW clients are appropriately insured and receive excellent customer service.

**Primary duties include, but not limited to, the following**:

- Process renewals, endorsements, cancellations, changes as well as handle new walk-in & phone-in business
- Update & maintain automated forms for new business, endorsements, renewals and claims
- Promote & recommend optimal coverage and additional products available
- Collect payments from clients in an efficient and timely manner
- Provide back up to the autoplan counter as required
- Provide great client service experience
- Strong organizational skills with the ability to work under pressure
- Service autoplan clients as required

**Autoplan responsibilities**:

- ICBC transactions including renewals, new plates, transfers, cancellations, debt payments, changes etc.
- Solicit and obtain expiry dates for cross selling P/L & C/L
- Promote, explain and recommend coverage
- Maintain strong working knowledge of ICBC & private auto products
- Maintain familiarity with ICBC manuals and be able to use them quickly and accurately

**Qualifications & Soft skill requirements**:

- Level 1 BC General Insurance License or a commitment to obtaining one within 3 months of the start date
- Experience with Microsoft office including outlook, excel and word
- Client focused mindset
- Strong communication and writing skills
- Ability to build and maintain good relationships with clients and companies
- Courteous to clients & 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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