Autoplan, Client Advisor
1 week ago
**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®.
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