Personal Lines, Client Advisor - Burnaby, Canada - Acera

Acera

Verified Company

Burnaby, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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 a full-time Personal Lines Client Advisor in our Burnaby location. The Client Advisor works collaboratively with clients, insurance companies and their CapriCMW team members to exceed client expectations.

This role advises, explains, promotes and sells home and other personal insurance policies to ensure CapriCMW clients are appropriately insured.

Essential Job Functions:

Primary duties include, but are not limited to:

Processing renewals, endorsements, cancellations, changes as well as servicing new walk-in & phone-in business
Updating and maintaining automated forms for new business, endorsements, renewal and claims
Promoting and recommending optimal coverage and additional products available
Collecting payments from clients in an efficient and timely manner
Providing backup support to front desk as necessary
Providing an outstanding client service experience
Reviewing existing client policies and marketing as necessary

Qualifications and Soft Skill Requirements:

Level 1 BC General Insurance License
Minimum 5 years experience working in Insurance
Clientcentric approach
Strong verbal and written communication
Exceptional organizational skills with the ability to work under pressure
Builds and maintains positive relationships with clients and insurance companies
Courteous and professional manner with clients and coworkers

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
Employermatched 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 awardwinning 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.