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 coverageNegotiate the best pricing and coverage termsProcess quotes and renewals efficientlyStreamline workflows and enhance client interactionsMaintain compliance with industry regulationsRequirements:Valid Level 2 insurance license required (CAIB 1, 2, 3)At least 2 years of personal insurance experienceRIBO license to be obtained within 3 monthsPrevious experience with affluent clients is advantageousHubspot or similar systems knowledge preferredJoin Summit to deliver exceptional personal lines insurance services while building your professional expertise.

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