Join Summit as a Personal Lines Specialist and excel in providing expert insurance advice in Kelowna. Specialize in both Property and Automobile Insurance to enhance client experiences.
This role is ideal for individuals with a strong insurance background, who will manage client relationships and advise on various policies. You will handle the complete lifecycle of client policies while seeking out cross-selling opportunities and ensuring compliance with industry regulations.
Key Responsibilities:
• Offer expert guidance on personal insurance products
• Process new business and renewals across provinces
• Identify coverage improvements and streamline workflows
• Maintain accurate records and client communication
• Develop current business through referrals and networking
Requirements:
• Level 2 insurance license mandatory
• RIBO license must be obtained within three months
• Minimum of two years in personal lines insurance
• Familiarity with tools like Hubspot or Acturis
• Experience with high-net-worth clients preferred
Join a forward-thinking team and thrive in Summit's supportive culture!
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📌 Personal Lines Specialist at Summit (Kelowna)
🏢 Summit Commercial Solutions
📍 Kelowna