Join Summit as a Commercial Insurance Sales Specialist, dedicated to driving new business through effective client engagement. This role harnesses your expertise in high-volume sales and client service.
As a full-cycle inbound sales role, you will focus on converting leads into satisfied clients. With 1-3 years of relevant experience, your primary goal will be to guide prospects through the insurance process, ensuring their needs are met with precision and care. Work in our up-to-date Kelowna offices, where technology and teamwork facilitate your success.
Key Responsibilities:
• Qualify inbound leads from various channels
• Advise small business owners on insurance coverage
• Manage the entire quoting process with accuracy
• Utilize CRM tools for documentation and compliance
• Offer actionable feedback for product development
Requirements:
• 1-3 years in client-facing or business development roles
• CAIB 1 license required, RIBO within 60 days of hire
• Ability to obtain provincial licensing in Canada
• High-energy approach to client interactions
• Attention to detail and effective communication skills
Shape your future and help clients navigate their insurance needs at Summit.
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