Autoplan, Client Advisor

2 weeks ago

Vernon, Canada CapriCMW Full time

We are currently recruiting for an Autoplan Client Advisor to work in our Vernon Polson 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. The shift for this role will be **Tuesday - Saturday.**

**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®.

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