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.

📌 Client-Focused Personal Lines Advisor (Kelowna)
🏢 Summit Commercial Solutions
📍 Kelowna