Personal Lines, Client Advisor

1 week ago

Prince George, Canada CapriCMW Full time

We are currently recruiting for a full time Personal Lines Client Advisor in our Prince George 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 CapriCMW clients are appropriately insured.

**Essential Job Functions**
- Process renewals, endorsements, cancellations, changes and serve new walk-in and phone-in clients
- Update and maintain automated forms for new business, endorsements, renewals and claims
- Recommend optimal coverage and additional products available
- Collect payments from clients in an efficient and timely manner
- Provide an exceptional client service experience

**Qualifications and Soft Skills**
- Ability to obtain a Level 1 General Insurance License within 3 months of the start date
- Experience with EPIC, various company portals, Microsoft Office including Outlook, Excel and Word
- Client-centric approach
- Strong verbal and written communication skills
- Strong organizational skills with the ability to work under pressure
- Ability to build and maintain positive relationships with clients and companies
- Courteous manner in all interactions with clients and colleagues

**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 over 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®.

**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.

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