Client Advisor, Personal Lines (Kelowna, Capri Centre)

 

The Company

CapriCMW is a uniquely independent, employee-owned insurance and risk management company. Bringing decades of experience and specialized knowledge in local sectors, CapriCMW's Insurance and Risk Advisors have been serving personal and business clients across Canada since 1975. With over 400 team members in 16 offices, CapriCMW offers a wide range of professional expertise spanning a multitude of industries, products and services.

Job Summary

Personal Lines Client Advisors  work collaboratively with clients, insurance companies and their CapriCMW team members to exceed client expectations. This role is client-facing and is responsible for the full sales process, processing renewals and maintaining the TAM database.  

Qualifications

  • Minimum Level 1 Insurance License (Level 2 is preferred) 
  • Previous experience in Personal Lines, The Agency Manager (TAM) and  Microsoft Office will be considered assets

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®.

If you are interested in this opportunity, please submit your resume to Human Resources at careers@capricmw.ca. We thank all applicants for their interest. However, only those being considered for interviews will be contacted.