Become a Client-Focused Personal Lines Advisor at Summit in Kelowna. Drive excellence in client insurance services while enjoying a supportive and adaptable 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 trendsRequirements:- 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 preferredLeverage your personal lines expertise to foster exceptional client relationships and contribute to Summit’s vision.#J-18808-Ljbffr

📌 Client-Focused Personal Lines Advisor (Winnipeg)
🏢 ONEInsurance
📍 Winnipeg