Insurance Advisor (Entry-Level or Experienced)

Insurance Advisor (Entry-Level or Experienced)

CapriCMW | Osoyoos, BC, CA

Posted 9 days ago

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An opportunity for an entry-level insurance role in an employee-owned insurance brokerage
Join one of the Best Workplaces in Canada 2021, named by Great Place to Work®
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 500 professionals in 17 offices across BC, Yukon, and Ontario, CapriCMW offers a wide range of expertise spanning a multitude of industries, products, and services.
To learn more about our products, services, and impacts within the communities we serve, please visit our website.
About the Opportunity
CapriCMW is growing! We are currently looking for full-time Personal Lines & Auto Insurance Client Advisors in multiple locations in BC and Yukon:
Kelowna, BC
West Kelowna, BC
Penticton, BC
Vernon, BC
Kamloops, BC
Lake Country, BC
Whitehorse, YT
As an important member of our Personal Lines team, you will advise, explain, promote, and sell home, auto, and personal lines insurance policies to ensure CapriCMW clients have adequate coverage.
More specifically, the scope of your responsibilities will include, but are not limited to:
Working collaboratively with clients, insurance companies, and other CapriCMW team members to exceed client expectations
Answering all inbound inquiries from customers, either through phone, email, or walk-in inquiries
Processing renewals, endorsements, cancellations, changes, and serving new walk-in and phone-in clients
Updating and maintaining automated forms for new business, endorsements, renewals, and claims
Recommending optimal coverage and additional products available
Collecting payments from clients in an efficient and timely manner
Providing high service standard expectations to new and existing clients
About You
CapriCMW is looking for candidates with varying levels of experience - whether you have an insurance background OR are an entry-level candidate looking to jumpstart your career in insurance, TALK TO US!
Although we highly value an insurance background (e.g., home, auto, personal lines, or commercial insurance), candidates with no insurance experience but have at least 2 years of frontline customer service, or client support experience are welcome to apply.
You will need a Level 1 BC Insurance License or the ability to obtain one within 3 months of the start date. CapriCMW will pay for training and licensing requirements to get you started.
As a company dedicated to developing our employees, we’ll support you with the 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
Relocation assistance for the right candidate
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 serving our clients and our community, apply now!