Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving most of Canada. Our mission is to create value through transparency and change the way people feel about insurance. We are looking for a Commercial Account Executive to manage and grow a portfolio of commercial insurance clients, delivering exceptional service while driving sales and growth across a variety of industries.
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. 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.
Customer Engagement: Persistently follow up with leads to convert requests for insurance into loyal customers.
Process Improvement: Identify opportunities for operational enhancements and provide feedback to improve overall customer experience or internal broking process. Share insights and feedback to enhance Summit's commercial product offerings over time. 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. Familiar with CRM (Hubspot), sales intelligence, e‐signature, and other leading software is a plus. Not afraid to pick up the phone.
Organizational Skills: Strong attention to detail and the ability to manage multiple clients simultaneously.
Opportunity for Growth: Work with a forward‐thinking commercial brokerage and be part of an cutting-edge, growing team. Enjoy a state‐of‐the‐art, brand new office in downtown Kelowna, with flexible work‐from‐home arrangements available.
Comprehensive Benefits: Access to flexible health, mental health, and dental plans tailored to your lifestyle.
Sustainability: We create lasting solutions for our team, partnerships, and communities.
Impact: We think big and aim to make a difference in everything we do, both in business and for social good. Summit is an inclusive employer that celebrates diversity. 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.