About the Role- Advise clients on all aspects of Property Insurance (homes, high-value, rentals, vacation properties across BC, AB, SK, MB, ON) and Automobile Insurance (ensuring compliance and proper coverage in AB and ON).
- Accurately assess client risks and negotiate with insurers to secure the best coverage, pricing, and terms, including securing special endorsements or coverage exceptions.
- Efficiently handle the entire policy lifecycle: Quote & Bind new business across multiple provinces, and accurately process renewals and policy changes, always reviewing coverage for improvements or cross-selling opportunities.
- Actively identify and implement opportunities to streamline workflows and enhance the overall client experience.
- Ensure all records are accurate, processes adhere to regulatory requirements, and clients receive timely follow-ups.
- Keep up-to-date with market trends, insurer products, rate filings, and industry updates across all provinces we serve.
- Actively manage and grow your personal lines book of business.
- Proactively develop new business by prospecting, generating referrals, and leveraging your professional network and existing client relationships.
- Work with Summit's external partners and associations to optimize our personal insurance programs and better serve their members' needs.
- Act as the internal subject-matter expert for Personal-Lines. You'll establish best practices, design training materials, and provide technical coaching to elevate the team's capabilities, especially around cross-selling.
Skills & Qualifications- Level 2 insurance license required (CAIB 1, 2, 3)
- RIBO license is an asset, required to obtain within 3 months of start date
- 2+ years previous experience in personal lines insurance an asset
- Experience working with high-net-worth clients an asset
- Hubspot, Acturis or similar system experience preferred
- Personal auto experience is an asset
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: Work from our brand-new, state-of-the-art offices in downtown Kelowna and Winnipeg. Enjoy a flexible hybrid model designed to support collaboration, focus, and balance.
- 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, dental plans tailored to your lifestyle, and competitive vacation and personal day allotments.
- Supportive Team: Participate in daily team huddles and collaborative events as part of a values-driven culture.
If you're ready to take the next step in your career and help build a new-age commercial insurance brokerage, we want to hear from you.
Compensation: $70,000 - $100,000+ OTE
