Personal Lines Client Advisor (Powick Road, Kelowna)


Personal Lines Client Advisors work collaboratively with clients, insurance companies and their CapriCMW team to exceed client expectations. This role is client-facing and is responsible for the full sales process, processing renewals and maintaining our TAM database.  You are required to maintain a minimum Level 1 license, although Level 2 is preferred.  Previous experience in Personal Lines, The Agency Manager(TAM), Microsoft office, EPIC and Autoplan will be considered an asset.

As an independent, employee-owned company, CapriCMW is proud to be named one of the Best Workplaces™ in Canada by Great Place to Work®. We offer a fun, collaborative work environment with plenty of opportunity for personal and professional growth, as well as a competitive compensation package and full employee benefits.

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.