Surety and Construction Associate (Kelowna, Hardy)


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 are currently seeking a high-energy, friendly and keen individual seeking a fantastic career to join our Surety and Construction Team as an Associate. 

You might be asking:

What is “Surety”? Surety, otherwise known as bonding,  is NOT Insurance. Although Surety Bonds are usually issued by an insurance company, they are not really a form of insurance but a form of credit. The company issuing the bonds guarantees the contractor will fulfill contractual obligations and the liability is of a financial nature.  In essence, the bond serves as security for the contractual obligation. Interesting!

You might now be wondering, what does a day in the life of this role look like? 

The “traditional” answer includes issuing bonds, managing logistics to get those bonds to our clients as soon as possible, taking payments, following up on receivables, pulling project specifications from the construction planrooms, collaborating with the insurance producers to ensure they receive those specifications, invoicing, talking with clients and underwriters at the bonding companies to obtain approvals, requesting financial updates from clients, updating bond trackers, and other responsibilities and interesting projects that arise.

The “non-traditional” answer includes working in a “niche” role within the insurance industry, being mentored by one of our  experts, moving quickly with accuracy,  taking care of urgent requests, adapting to priorities, building trusting relationships with clients, having confidential and sensitive discussions with clients around their upcoming big projects and helping them cross the finish line, mitigating risk, having fun and being part of a large organization but working within a family environment.  We have each other’s backs and we win together.  We are about the collective, we make things happen when needed, we move quick and deliberate in the high season and we enjoy the flexibility of the down season.   This is not a sales role, it is an opportunity to assist one of our finest in managing a book of business.

No experience?  No problem! 

We know that finding someone with experience in this area will be rare, as experts in this niche are limited.  With solid expertise in-house and one of best in the industry to mentor the next Surety expert, we are looking for a highly motivated “go getter” with fantastic energy and a can-do disposition that excels in a team! 

What’s in it for you?

Opportunity! Mentorship!  Reward and recognition and working in collaboration with some of the best in the business!  Fun events throughout the year, ongoing education, opportunities for growth and leadership, long term career and management opportunities, working in collaboration with the Burnaby location, building a great network, competitive salary, bonus, pension, employee profit sharing opportunity after 2 years with the company, extended health package, gym/wellness package…..but most of all, the opportunity to start a career in a stable industry working with fantastic people.

Who You Are:

As the successful candidate, your attention to detail is impeccable.  You thrive in a walk-fast, talk-fast supportive environment. You are a self-directed learner.  You are always looking for what’s next and not afraid to take initiative. You ask lots of questions, you have an inquisitive mind and you are a go getter.  You understand the importance of offering exceptional client service and working hard to be the best. You are willing to go out of your comfort zone, and you are comfortable helping those around you do the same.  You are a problem solver, and like a good puzzle. You have been known to be analytical and are not afraid of numbers.

You are efficient. You accomplish this by being tech-savvy,  leveraging technology, tools, resources and information to help you accomplish your goal.  You are a high performer and you are looking for mentorship in an organization recognized as one of the Best Workplaces in Canada. 

This role is open and is waiting for you.  Dive in……we are looking forward to hearing from you!

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