Personal Lines, Client Advisor (Hardy Street, Kelowna)


Personal Lines Client Advisors work collaboratively with clients, insurance companies and their CapriCMW team to exceed client expectations. This role offers advice, explains, promotes and sells home and personal lines insurance policies to ensure CapriCMW clients are appropriately insured.

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.

Essential Job Functions

  • Process renewals, endorsements, cancellations, changes and serve new walk-in and phone-in clients
  • Update and maintain automated forms for new business, endorsements, renewals and claims
  • Recommend optimal coverage and additional products available
  • Collect payments from clients in an efficient and timely manner
  • Provide an exceptional client service experience

Qualifications and Soft Skills

  • Level 2 General Insurance License
  • Experience with TAM, various company portals, Microsoft Office including Outlook, Excel and Word
  • Client-centric approach
  • Strong verbal and written communication skills
  • Strong organizational skills with the ability to work under pressure
  • Ability to build and maintain positive relationships with clients and companies
  • Courteous manner in all interactions with clients and colleagues

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