Join Summit as a Commercial Insurance Sales Specialist, dedicated to driving recent business through effective client engagement. This role harnesses your expertise in high-volume sales and client service. As a full-cycle inbound sales role, you will focus on converting leads into satisfied clients.
With 1-3 years of relevant experience, your primary goal will be to guide prospects through the insurance process, ensuring their needs are met with precision and care. Work in our modern Kelowna offices, where technology and teamwork facilitate your success. Key Responsibilities:
- Qualify inbound leads from various channels
- Advise small business owners on insurance coverage
- Manage the entire quoting process with accuracy
- Utilize CRM tools for documentation and compliance
- Offer actionable feedback for product development Requirements:
- 1-3 years in client-facing or business development roles
- CAIB 1 license required, RIBO within 60 days of hire
- Ability to obtain provincial licensing in Canada
- High-energy approach to client interactions
- Attention to detail and effective communication skills Shape your future and help clients navigate their insurance needs at Summit.