Commercial Client Advisor - Burnaby, Canada - CapriCMW

CapriCMW

Verified Company

Burnaby, Canada

4 days 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
The Client Service Advisor assists the Client Executive(s) in providing the highest quality service to CapriCMW clients; mentoring and coordinating the administrative and marketing processes within their sales team

Essential Job Functions

Creates & executes client service plans, service deliveries, ensuring commitments are tracked and reported in a unified and meaningful way to the client
Monitors client satisfaction through maintaining relationships
Contributes in regular meetings with team to ensure you are up to date on all pending client issues, changing needs, implementing service plans, and other issues
Creates proposals for clients and prospective clients that demonstrate CapriCMW's unique approach to mitigating business risk
Educates clients to ensure they understand their business risks and insurance coverage
CapriCMW Leader in the client and insurance industry through professional writing, speaking and networking engagements
Supports processes and procedures and past practices; participates in team meetings
Advocates for changes and additions to service plans that increase value for clients

Competencies & Qualifications

Supports a climate in which teams want to do their best
Adaptable to working effectively as a team or independently with the ability to adjust to tight and changing priorities and deadlines.
Ability to maximize efficiencies by leveraging technology, tools resources and information
Selfguided learner & solves problems with real solutions
Level 2 BC Broker License
Minimum 5 years in similar role, with extensive marketing/support experience in large commercial placements
Working knowledge of insurance document management software
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
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 over 500 professionals in 17 offices across BC, Yukon, and Ontario
And many more