Employee Benefits Coordinator - Indigenous Benefits Team - Jobs in Westbank, BC

Job Description

The CompanyCapriCMW is a uniquely independent, employee-owned insurance brokerage and risk management company. With decades of experience and specialized expertise, CapriCMW Benefits Inc. have been serving personal and business clients across Canada since 1975. Through over 500 professionals in 17 offices, CapriCMW offers a wide range of expertise spanning a multitude of industries, products and services.Job SummaryAn Employee Benefits Coordinator is a confident client service representative with exceptional organizational, client service and communication skills. Responsibilities include assisting CapriCMW’s Group Benefits team to provide exceptional client service by delivering on professional interactions, accurate proposals and continuously improving client relationships.Essential Job Functions:

• Respond to client inquires via phone or email in a timely and professional manner
• Build relationships with clients so you are the first call for and benefits related questions
• Gather, analyze and process client data to present marketing, renewal and prospecting proposals for producers
• Build relationships with insurance service reps to foster quick responses to client concerns
• Maintain client contact and benefit plan information updated in the current CRM
• Uncover process improvement opportunities to provide a better service to the clients
• Produce highly efficient proposals for prospects, enrollments and renewals
• Document processes and work with internal & external associates to ensure consistent format and content
• Identify trends in client interactions and advise producer
• Identify, troubleshoot and resolve system related or client enquiry related issues
• Attend training sessions to build knowledge of industry topics and trends

Qualifications and Soft Skill Requirements:

• Demonstrated experience working with Indigenous Peoples (First Nations, Metis and Inuit). communities and organizations,
• knowledge of Indigenous peoples’ demographics, languages, cultures, customs and traditions
• Supports a climate in which teams want to do their best
• Service-oriented mindset and responsive to client inquiries
• Articulate, professional in verbal and written communication
• Adaptable to working effectively as a team or independently with the ability to adjust to changing priorities
• Confident with different levels of people, intuitive, assertive, and shares new ideas
• Analytical and solution oriented
• Ability to maximize efficiencies by leveraging technology, tools and resources
• Self-guided learner with a willingness to learn new tasks & solves problems with real solutions
• Skilled user of Microsoft office – Outlook, Word, Excel, PowerPoint, Publisher
• Post-secondary education and additional courses in benefit plans (such as CEBS) or equivalent work experience.

Why join our teamAs a valued member of the CapriCMWs 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 CapriCMWs 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.Quick Apply

• Terms & Conditions
• New Privacy
• Privacy Center
• Accessibility

For Job Seekers

• Browse Jobs
• Advanced Job Search
• Emplois Quebec

For Employers

• Post a Job
• SimplyHired OnDemand

Stay Connected