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 effectivelyAssess risks and negotiate insurance coverageManage complete policy lifecycle efficientlyEnhance workflows for better client interactionsStay current with market trends and productsRequirements:Level 2 insurance license is necessaryOver 2 years in personal lines insurance preferredRIBO license required within 3 months of hiringFamiliarity with Hubspot or similar softwareExperience with high-net-worth client accounts beneficialMake a significant impact on your clients' lives as part of the Summit team.

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