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 prospects. 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.