Become a Client-Focused Personal Lines Advisor at Summit in Kelowna. Drive excellence in client insurance services while enjoying a supportive and versatile workspace.

Summit is redefining commercial insurance, and we need a passionate Personal Lines Advisor. You’ll manage a diverse book of clients, ensuring they receive customized property and automobile insurance solutions. Your proactive approach will enhance client satisfaction and contribute to Summit’s growth across Canada.

Key Responsibilities:
• Guide clients on property and automobile insurance options
• Assess and mitigate risks while negotiating with insurers
• Oversee the policy lifecycle from initial quote to renewal




• Enhance client experience through workflow optimization
• Stay updated on insurance market and trends

Requirements:
• Level 2 insurance license mandatory (CAIB 1, 2, 3)
• At least 2 years' experience in personal lines insurance
• RIBO licensing to be obtained within 3 months
• Background in serving high-net-worth clients is a plus
• Experience with Hubspot or similar platforms preferred

Leverage your personal lines expertise to foster exceptional client relationships and contribute to Summit’s vision.
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📌 Client-Focused Personal Lines Advisor (British Columbia)
🏢 Summit Commercial Solutions
📍 British Columbia