Client Care Advisor, Claims

**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**

A Client Care Advisor acts as an ambassador for CapriCMW clients who have experienced a personal or business loss. Team members work collaboratively with clients and insurance companies to help simplify the claims process and exceed client’s expectations by helping to remove anxiety and settles claims quickly. This role is responsible for providing client centered support at the time of a claim; documenting new claims, reporting, resolving clients concerns and monitoring activities while keeping communication open with the all parties involved.

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

- Delivers a service to clients and team members with empathy and confidence
- Monitoring the CapriCMW claims inbox and providing follow up calls to clients
- Identifies claim issues and assists the client to resolve the issues
- Keeping open activities current
- Learns about new coverage’s and policies that are in the market to remain an expert
- Monitors client satisfaction through maintaining positive relationships
- Completing monthly claim reports
- Various other tasks as assigned

**Soft Skills, Qualifications and Requirements**:

- Holds a general insurance license, Level 2 or CAIB designation
- Supports a climate in which teams want to do their best
- Strong attention to detail
- Excellent communication skills; must be empathetic, friendly, clear and strong speaker
- Enjoy helping people with an optimistic attitude
- Excellent time management and multi-tasking skills
- Well organized ability to prioritize and make decisions on your own
- Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines.
- Self-guided learner & solves problems with real solutions
- Skilled user of Microsoft office - Outlook, Word, Excel and PowerPoint

**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®.