Elevate your career as a Personal Client Insurance Specialist with Summit, focusing on insurance solutions for property and vehicles. This hybrid role supports client relationships across multiple provinces. Summit seeks a skilled Personal Client Insurance Specialist to advise clients on property and automobile insurance, ensuring they receive the best coverage possible.

Your role includes risk assessment, client relationship management, and policy lifecycle handling, while you actively work to enhance the overall client experience. You'll also tap into your network to develop current business opportunities. Key Responsibilities:

- Guide clients on personal insurance options effectively
- Assess risks and negotiate insurance coverage
- Manage complete policy lifecycle efficiently
- Enhance workflows for better client interactions
- Stay current with market trends and products Requirements:
- Level 2 insurance license is necessary
- Over 2 years in personal lines insurance preferred
- RIBO license required within 3 months of hiring
- Familiarity with Hubspot or similar software
- Experience with high-net-worth client accounts beneficial Make a significant impact on your clients' lives as part of the Summit team.

📌 Summit Personal Client Insurance Specialist (Kelowna)
🏢 SUMMIT
📍 Kelowna