Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. Being a part of Summit offers a chance for the right applicant to make a name for themselves, and help build Summit as a leader in the Canadian Commercial Insurance market.

The Business Growth

Specialist is a full-cycle inbound sales role dedicated to helping commercial clients secure the right insurance solutions quickly and confidently. You are responsible for managing leads from first touch all the way through quoting, marketing, advising, and binding the policy. you'll be the engine driving our small business segment by converting high-quality inbound opportunities into real clients. Master the inbound engine here, and you'll have a clear, accelerated path to highly specialized and lucrative roles like Mid-Market or Vertical-Specialized Account Executive.

You will focus exclusively on bringing new business in the door. Manage inbound leads from all channels (web, phone, email, etc.) through qualification, quoting, proposal, and binding to achieve consistent monthly new business production aligned with sales targets. Qualify prospects to understand their operations and needs, and maintain strong follow-up discipline to achieve a high conversion rate from inbound lead to bound policy.

Confidently advise small business owners on appropriate coverage options, gather underwriting data, and manage the full quoting process to earn strong client satisfaction and positive feedback. Adhere to Summit’s sales workflows, manage the pipeline status diligently, and utilize quote/bind platforms efficiently to ensure compliance with all internal and regulatory requirements.



Provide constructive feedback to underwriting and product teams on market trends, and partner with marketing on lead quality insights to support the development of new offerings and demonstrate clear improvement in commercial insurance knowledge and technical competency 1–3 years of experience in sales, business development, or client-facing roles, ideally within a high-volume setting. ~ Nice to have: 1+ year of experience managing the full auto insurance sales lifecycle, from lead generation and risk assessment to quoting and policy binding ~ Possesses a strong desire to be successful, proactively manages their own pipeline, and is driven by performance metrics and achieving targets. ~ Exceptional attention to detail to ensure accuracy in all policy documentation, quoting, and client data. ~ Proficient in using agency management systems and CRM software is an asset (Acturis, HubSpot, or similar).

A genuine commitment to continuous learning and building deep insurance expertise to better serve complex client needs.

Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team. Enjoy a adaptable hybrid model designed to support collaboration, focus, and balance.

Comprehensive Benefits: Access to flexible health, mental health, dental plans tailored to your lifestyle, and competitive vacation and personal day allotments.

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. 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. Summit is an inclusive employer that celebrates diversity. Join us in building the commercial brokerage of the future! #

📌 Business Growth Specialist (Inbound Sales) (Winnipeg)
🏢 SUMMIT
📍 Winnipeg