About the RoleAs a Commercial Account Executive, you will manage and grow a portfolio of commercial insurance clients, focusing on delivering exceptional service while driving sales and growth. You'll work with a variety of industries, assessing their unique needs, providing tailored coverage solutions, and ensuring a seamless client experience from quote to bind.
- Lead Management: Handle warm commercial insurance leads & appointments provided by Summit's Sales Development Team, ensuring timely and professional engagement on discovery calls.
- Prospecting & Sales: Consistently prospect new business by leveraging our data-driven outbound sales training programs, competitive intelligence tools, and our highly automated CRM which is custom-built for commercial insurance. Manage and grow a sustainable sales pipeline.
- Networking: Attend local industry events to represent Summit in the marketplace with a high level of professionalism. Expand your network for new business and strengthen key underwriting relationships.
- Front Line Underwriting: Assess prospective clients' risk profiles, advise on risk mitigation strategies and provide creative coverage solutions tailored to their needs.
- Collaboration with Account Management: Work with our Account Management team to market leads to a variety of carriers and secure the best solutions for clients. Ensure a smooth client handoff to Account Management for day to day servicing, while maintaining strong relationships with clients.
- Collaboration with Sales Development: Foster a close working relationship with our Sales Development team, who are supporting with top of funnel sales pipeline development. Ensure communication is consistent.
- Customer Engagement: Persistently follow up with leads to convert requests for insurance into loyal customers.
- Seamless Client Experience: Guide clients through the entire process-from information gathering to quote and binding-ensuring a smooth and efficient journey.
- Process Improvement: Identify opportunities for operational enhancements and provide feedback to improve overall customer experience or internal broking process.
- Product Insights: Share insights and feedback to enhance Summit's commercial product offerings over time.
Skills & Qualifications- Licensing: Level 2 insurance license required (RIBO license is an asset).
- Experience: Minimum 3 years in an insurance sales, production underwriting, or commercial marketing role. Commercial lines experience is required.
- Sales & Production: A passion for sales and production, with a proven history of meeting and exceeding performance targets.
- Systems: Familiar with CRM (Hubspot), sales intelligence, e-signature, and other leading software is a plus.
- Persistence: Motivated and tenacious in pursuing leads and closing deals. Not afraid to pick up the phone.
- Communication Skills: Excellent written and verbal communication skills, with the ability to explain complex concepts clearly.
- Organizational Skills: Strong attention to detail and the ability to manage multiple clients simultaneously. Always documenting notes such as declined coverages, property valuations, and more for E&O purposes.
- Self-Starter: Independent, self-motivated, ambitious, and competitive, thriving in a fast-paced environment.
Perks We Offer at Summit- Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team.
- Modern Workspace: Enjoy a state of the art, brand new office in downtown Kelowna, with flexible work-from-home arrangements available.
- Technology-Driven Culture: Work with cutting-edge tools and custom built technology to get time back in your day. Laptops & equipment provided to all staff.
- Comprehensive Benefits: Access to flexible health, mental health, and dental plans tailored to your lifestyle.
- Supportive Team: Participate in daily team huddles and collaborative events as part of a values-driven culture.
$100,000 - $200,000+ OTE (Draw based model)
Join us in building the commercial brokerage of the future! 
