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