Client Advisor, Commercial Insurance

Job content

• Join one of the Best Workplaces in Canada 2021, named by Great Place to Work®
• Make an impact from day one in an employee-owned insurance brokerage
• Feel valued, respected, and heard with our competitive salary and amazing benefits

About CapriCMW

CapriCMW is a uniquely independent, employee-owned insurance brokerage and risk management company. With decades of experience and specialized expertise, CapriCMW Insurance and Risk Advisors have been serving personal and business clients across Canada since 1975. Through over 450 professionals in 17 offices across BC, Yukon, and Ontario, CapriCMW offers a wide range of expertise spanning a multitude of industries, products, and services.

About the Opportunity

CapriCMW is growing! We are currently looking for a full-timeCommercial Insurance Client Advisorin multiple locations:

• Burnaby, BC
• Kelowna, BC
• Vernon, BC
• Kamloops, BC
• Prince George, BC
• Penticton, BC
• Whitehorse, YT

As an essential support to the Client Executive(s), you will provide the highest quality service to CapriCMW clients, as well as mentoring and coordinating the administrative and marketing processes within the sales team.

More specifically, the scope of your responsibilities will include, but are not limited to:

• Administering client service plans (new and renewal business), policy changes/certificates, and service deliveries
• Monitoring client satisfaction through maintaining relationships
• Contributing to meetings with the team to ensure up-to-date client issues, changing needs, service plan implementations, and other issues
• Fielding client communication via snail mail, email, phone, and/or face-to-face, to identify the client’s insurance requirements
• Creates proposals for clients and prospective clients that demonstrate CapriCMW’s unique approach to mitigating business risk
• Educating clients to ensure understanding of business risks and insurance coverage
• Leading CapriCMW’s public and industry profile through professional writing, speaking, and networking engagements
• Supporting processes and procedures and past practices
• Advocating for changes and additions to service plans that increase value for clients
• Providing back-up support to other departments
• Participating in learning opportunities to develop up-to-date skills and knowledge

About You

To qualify, you will need at least 2 years of client-facing advisory experience in the insurance industry. To effectively perform this role, you will also need a Level 2 BC Insurance License or ability to obtain one within 6 months. For candidates applying in Yukon: you need to be eligible to apply for a Yukon Insurance Broker License.

Candidates with previous roles as a Personal Lines Insurance Advisor, or Commercial Service Representative, are welcome to apply!

As a company dedicated to developing our employees, we’ll support you with tools and resources you need through extensive training, coaching, and educational/personal development assistance. Your tenacity, results-driven, and solutions-oriented mindset will give you the push to continually grow into this role and be a force for good in the communities we serve.

Most importantly, we are looking for candidates with enthusiastic energy and impeccable communication skills, who are deeply passionate about sharing ideas. If you are positive, professional, and have a high degree of integrity, we welcome you to join our team!

About the Benefits

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 RRSP 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 450 professionals in 17 offices across BC, Yukon, and Ontario
• And many more!

Do you want to join the best place you will ever work? If you want to be a part of a progressive, independent, locally and employee-owned insurance brokerage, dedicated to serve our clients and our community,apply now!