Insurance Client Executive, Independent Business Unit (IBU)

Insurance Client Executive, Independent Business Unit (IBU)

CapriCMW | kelowna, BC, CA

Posted 14 days ago

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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.

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 a full-time Client Executive, Independent Business Unit (IBU) to work in any of our Kelowna, Vernon, or Kamloops, BC offices.

This role is responsible for the management of new and renewal commercial insurance policies while being focused on growth, service, and retention. Daily tasks include receiving and processing all incoming paperwork, providing quotes to clients, reviewing existing coverage, maintaining account receivables, and updating client files.

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

Writing new independent business commercial policies with small to medium-sized accounts from in-house referrals, calls, and walk-ins
Maintaining account receivables
Receiving and processing all incoming paperwork, providing quotes to clients, reviewing existing coverage, and updating customer files in EPIC
Re-marketing of existing client policies and marketing of new client policies
Reviewing applications, renewal requests, and endorsement for compliance with underwriting authority and guidelines, as authorized by our companies or “in-house” underwriting
Providing primary response for incoming and outgoing requests from clients and insurance companies
About You

To qualify, you will need at least 2 years of client-facing commercial, business, or personal lines insurance experience. To effectively perform this role, you will also need a Level 2 BC Insurance License or the ability to obtain one within 6 months. Knowledge of EPIC and Policy Works, and CAIB or CIP designations, are assets.

Candidates with previous roles as a Personal Lines Insurance Advisor, or Commercial Service Representative, are welcome to apply! We are looking for candidates with a strong, professional customer focus, and knowledge of commercial line products and verbiage.

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 and organization skills, who are deeply passionate about sharing ideas while handling high volumes of requests. 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!