Become a Client-Focused Personal Lines Advisor at Summit in Kelowna. Guide clients through Property and Automobile Insurance choices while ensuring compliance and coverage excellence. In this cutting-edge boutique brokerage, you will work to advise high-net-worth individuals on their personal insurance needs.

Your role will involve handling quotes, renewals, and implementing improvements in client service workflows. You will also proactively manage and grow your personal lines book of business by leveraging your network. Key Responsibilities:
Advise clients on property and automobile coverage
Negotiate the best pricing and coverage terms
Process quotes and renewals efficiently
Streamline workflows and enhance client interactions
Maintain compliance with industry regulations Requirements:
Valid Level 2 insurance license required (CAIB 1, 2, 3)
At least 2 years of personal insurance experience
RIBO license to be obtained within 3 months
Previous experience with affluent clients is advantageous
Hubspot or similar systems knowledge preferred Join Summit to deliver exceptional personal lines insurance services while building your qualified expertise.

📌 Client Focused Personal Lines Advisor Winnipeg
🏢 SUMMIT
📍 Winnipeg