Personal Lines Processor (Digital) - Hardy
Job Summary
The CapriCMW Digital Team has an immediate opening for a Personal Lines Associate working out of our Kelowna, Hardy Street office. The role requires someone who has excellent organizational and customer service skills with a good working knowledge of EPIC. The processor role is responsible for providing support to Personal Lines Client Advisors by processing documents, checking current policies, preparing renewal letters, maintaining accounts receivable and non-renewal lists as well as supporting a renewal book of business. This role is ideal for someone interested in developing into the position of Personal Lines Agent.
Qualifications & Soft skill requirements:
- Level 1 General Insurance License with the goal of obtaining your Level 2 License
- Minimum 2 years’ experience working in Insurance
- Experience with EPIC, various company portals, Microsoft office including outlook, excel and word
- Ability to work in a fast paced team with high client service goals
- Strong communication and writing skills
- High sense of urgency and strong organization skills
- Ability to build and maintain good relationships with clients and companies
- Understanding of various insurance providers and personal lines products
CapriCMW offers an exciting work atmosphere where there is opportunity for personal and professional growth. We offer a competitive compensation package and full employee benefits.
If this position interests you, please Click Here to apply.