Client Advisor, Autoplan (West Kelowna)

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.  


Essential Job Functions:

·         Provide auto and other types of insurance to our clients

·         Commercial fleet auto insurance

·         Recommend and implement clients' insurance coverages, premiums and methods of payment

·         Provide information on varying insurance policies, including risk coverages, limitations and other features

·         Work with clients to manage and reduce their risk

·         Respond to emergencies and assist clients with their claims

·         Processing Transactions  in TAM, ICBC system, autolink and private insurers web portals

·         Others duties and tasks as assigned by team leader


Qualifications and Soft Skill Requirements:

·         Level One General Insurance License and experience with private insurers and ICBC

·         Client focused mindset

·         Adaptable and accepting of change

·         Well-developed people and professional communication skills

·         Courteous to clients and co-workers

·         Adhere to the Customer Service Code of Conduct


If this opportunity interests you, please submit your resume to: Human Resources, via email at

We thank all applicants for their interest, however only those being considered for interviews will be contacted.