Autoplan, Client Advisor - Penticton, Canada - CapriCMW

CapriCMW

Verified Company

Penticton, 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 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
Welldeveloped people and professional communication skills
Courteous to clients and coworkers
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
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.