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Agri Processor

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Development role with the goal of transitioning to a CCA

The Company

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 provide general insurance services for commercial property, liability, professional and executive liability, construction and contract surety bonding, and auto. Our clients are B.C. based and often with international operations.  

Job Summary

We are currently recruiting for a full time Agriculture Processor to work in our Kelowna Hardy location. The role requires someone with excellent organizational and customer service skills with a good working knowledge of EPIC.  The processor role is responsible for providing support to Agri Client Advisors by processing documents, checking current policies, preparing renewal letters, renewal terms, and maintaining accounts receivable as well as supporting a renewal book of business. This role is ideal for someone interested in developing into the position of Agriculture Agent. 

Qualifications and Soft Skill Requirements:

  • The ability to obtain a Level 1 General Insurance License within 3 months of hire date
  • Experience with EPIC, InsureView and Microsoft office including outlook, excel and word
  • Creates an environment where everyone wants to do their best
  • Ability to work in a fast-paced team with high client service goals
  • Ability to maximize efficiencies by leveraging technology, tools resources and information
  • Excellent communication and writing skills
  • Strong attention to detail is a must
  • High sense of urgency and strong organization/multi-tasking skills
  • Understanding of various insurance providers and Equine products
  • Willingness to contribute regularly during team meetings
  • Advocates for changes and additions to service plans that increase value for clients

Why join our team?

As a valued member of the CapriCMW's family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:

  • Generous incentives and bonus programs
  • Employee ownership opportunities
  • Life, disability, health, and dental insurance coverage
  • Group RRSP program
  • Employer-matched pension plan
  • Discounts on CapriCMW's services and products
  • Employee Assistance Program
  • Wellness and Lifestyle Spending Accounts 
  • Career development through leadership training and learning resources
  • Be a part of an award-winning network of over 500 professionals in 17 offices across BC, Yukon, and Ontario
  • And many more!

We Are Growing!

CapriCMW has recently merged with Rogers Insurance and will be known as Acera Insurance. The merger combines the strength and stability of two award-winning independent and employee-controlled companies, consolidating a wide range of professional expertise and decades of experience in insurance, risk management and group benefits. With 1,000 employees located in over 50 offices across Alberta, BC, Ontario and the Yukon, along with $1 billion in gross written premium, we’re positioned to be a leading national insurance brokerage with deep roots in the local communities which we continue to serve.  

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