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Pathways

A Capri career can take many pathways, depending on your own choices, skills and interests.

We have four divisions – General Insurance, Group Benefits, Financial Planning and Mortgages – and many career opportunities within each.

We encourage our people to move around within the Capri organization, and to take advantage of various training and continuing education programs, many of which are paid for by the company.

Remember, no matter which pathway you start on, with Capri, you never reach a dead end.

General Insurance Division

Capri Insurance as an insurance broker has access to over 120 insurance markets including the worlds largest underwriters that locates and designs competitive and innovative insurance products to provide you with maximum insurance value. At Capri Insurance we are constantly looking for ways to improve or expand our products and services.

Autoplan
The Capri Autoplan Team appeals to those who are friendly and capable of handling tough and often times sensitive situations in a fast paced environment.  We pride ourselves in Exceeding our Customers expectations with efficiency, knowledge and a sense of caring to each individual we serve.
Personal Lines CSR
Capri's Personal Lines Team prides itself in working together to determine our clients requirements & find the best coverage combination available for them.   Regardless if it's for a Homeowner, Condo Unit Owner or a Tenant - every client receives our VIP treatment from the Personal Lines Team.
Personal Lines Assistant
Learn through supporting the Personal Lines Team! Our Assistants are immersed into an educational atmosphere applying their knowledge of basic office procedures and computer skills to assist our Team of Insurance Professionals, all while learning the basics of Personal Lines products.
Commercial Lines Assistant
The primary role of a Commercial Lines CSR is assisting and working directly with a Commercial Producer. Mainly responsible for maintaining customer files and customer contact as needed. Smooth, efficient and positive relationships among producers, staff and companies.
Commercial Producer
Commercial insurance work appeals to people who thrive in a fast paced environment and are sociable by nature.  Success comes to those who are detail oriented, focused on their customers needs and able to multi-task.
Accounting
As a member of our Accounting Team, you will assist in the accounting and reporting for the Capri Insurance Services and its subsidiaries and related companies. The team is dedicated to providing accurate, timely and reliable financial information to all stakeholders – customers, vendors, partners and fellow teammates.
Marketing
The primary role of a Commercial Marketer is to broker a broad range of commercial business and ultimately find our clients the best insurance solution available. This process includes anticipating and presenting required underwriting information to our insurers and using that information to negotiate policy rates, coverages and conditions.  A marketer is also involved in forming and maintaining valuable relationships with insurers, while providing guidance to the commercial producers about current market trends.   An effective marketer compliments the role of commercial producer by allowing them the time to truly focus on, and service their clients.
Claims
We at Capri Insurance pride ourselves on our commitment to providing the most prompt and efficient claims service in the Okanagan Valley and surrounding areas.  When you are part of our Capri network you can rest assured that in your time of need we will be there 24 hours a day and 7 days a week to come to your aid.  We are people helping people and we care.
Agriculture
Serving Western Canada with specialized Equine and Farm programs in a thriving team environment.
Outdoor Recreation
Our team focus is on programs for all facets of outdoor recreation. Team members are avid outdoors people that use their experience to provide the best quality product for the clients they serve.

Group Benefits Division

Group Benefits Division - Capri Insurance arranges life, disability extended health and dental insurance for individuals, groups and other related employment and financial services including Group Pensions and Human Resource Consulting. Our expertise extends from traditional third party administration services, such as record management and premium collection, to the management of cost plus plans, health care spending accounts, and affinity programs.

Producer
Successful individuals in this role thrive in a fast paced forward thinking environment. These individuals are social by nature, focused on servicing their clients with innovative ideas and are great at multi-tasking!
Benefit Service Assistant
Successful individuals in this role are very detail oriented and organized. Key components in this role consist of ensuring efficient daily operations by way of support and management through specified deliverables.
Administrative Assistant
This role provides the hub of our TPA! The primary portion of an Administrative Assistant is assisting and working directly with the staff in our TPA. The main responsibilities of this role are maintaining customer files and customer contact as needed as well as ensuring smooth, efficient and positive relationships throughout.
Claims Adjudicator
We at Capri Insurance pride ourselves on our commitment to providing the most prompt and efficient claims service in the Okanagan Valley. Key components in this role consist of processing claims while ensuring the functions adhere to the details of each plan design. Successful individuals in this role are very detail oriented, organized and are only satisfied with a job well done!
Plan Administrator
The primary role of a Plan Administrator is extremely detail oriented and organized. Key components of this role consist of ensuring efficient daily operations by way of support and management of each Producer and the department in its entirety.
Team Leader
We at Capri Insurance pride ourselves on our commitment to providing the most prompt and efficient claims service in the Okanagan Valley. Key components in the Team Leader role consist of working with the team to ensure productivity and morale are the strongest that they can be while maintaining strong relationships with our Producers and support staff.

Financial Planning

Capri Intercity Financial Corp. provides individual and corporate clients with a complete spectrum of personal financial planning services.  Those include retirement, investment, income tax, mutual funds, GIC’s, RRSP’s, RRIF’s and estate planning

Financial Planner
Capri Intercity Financial provides opportunities for financial planning and insurance professionals with existing books of business to join a firm dedicated to providing professional financial planning, insurance, and investment services to clients throughout BC and Alberta. Capri Intercity Financial provides a team environment while encouraging the individual advisor to grow their own business. The firm places a high emphasis on respect, fairness, and entrepreneurealism. Capri Intercity Financial also offers opportunities for individuals who want to pursue a career in financial administration, providing administrative support to financial planners and insurance professionals.
Financial Assistant
Learn through supporting the Financial Planning team! Our Assistants are immersed into an educational atmosphere applying their knowledge of basic office procedures and computer skills to assist our team of Financial Planning professionals, all while learning the basics of Capri's Financial Planning products.

Mortgage Division


LendingMax provides mortgage brokering services with specialists in Kamloops, Penticton, Kelowna, Vernon, Westbank and Vancouver Island.  People go to independent insurance brokers because they expect them to shop the market for the very best terms and we have taken the same concept to mortgage brokering. We have access to all the major banks and literally hundreds of other lenders and will find the best products and services to suit your needs.

Mortgage Brokers
LendingMax is a leader in the mortgage brokering industry and is looking for sales oriented people who want a career helping people to achieve their dreams of home ownership.
Mortgage Assistant
Learn through supporting the Mortgage Brokering team! Our Assistants are immersed into an educational atmosphere applying their knowledge of basic office procedures and computer skills to assist our team of Mortgage professionals, all while learning the basics of Capri's Mortgage Brokering Services.

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