Tenant Insurance Advisor (12-18 month Co-op) About Summit Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner.

With strong values— Sustainability, Ownership, Transparency, and Impact —we move fast, support one another, and raise the bar for industry standards. Being a part of Summit offers a chance for the right applicant to make a name for themselves, and help build Summit as a leader in the Canadian Commercial Insurance market. Join Summit as a Tenant Insurance Advisor and become a core driver of our growth.

The Tenant Insurance

Advisor serves as the go-to specialist for hundreds of renters across Canada each week, guiding them through securing and managing their essential tenant insurance policies. You will own the client experience from start to finish, working directly within insurer portals to issue new policies and update existing coverage, quickly mastering the tools of the trade. You'll handle urgent, time-sensitive inquiries via chat, email, and phone, ensuring fast, compliant, and accurate policy delivery.

Most importantly, you will be the Voice of the Customer.

The Tenant Insurance

Advisor will identify pain points, suggest workflow improvements, and collaborate with internal teams to boost automation, efficiency, and overall customer satisfaction.

Customer Support

Respond promptly to all tenant insurance calls and emails, ensuring professional service and clear post-interaction documentation. Own the daily workflow, triaging and prioritizing incoming requests across all channels (phone, email, chat) to keep queues organized and under control. Empower customers to use our online self-service tools,



and when necessary, securely process sensitive payment updates following strict privacy rules.

Policy

Administration & Lifecycle Support Use our policy and billing software to quickly confirm coverage, manage policy documents, and execute routine changes like address, name, and coverage updates. Support clients through the entire policy lifecycle (new setups, renewals, move-related changes, and cancellations). Minimize cancellations by proactively contacting tenants to resolve payment issues and help them maintain continuous coverage.

Guide clients through the claims process, directing them to the correct channel, gathering initial details about the loss, and submitting structured notices to the insurer Expert Advisory & Risk Education Translate complex insurance terms into easy language, ensuring tenants fully understand their coverage, including liability, contents, and add-ons Drive internal efficiency by identifying common pain points and collaborating on updates to our documentation and templates, helping to improve the support experience for all stakeholders. Serve as a peer mentor for new team members by sharing expertise and best practices Partner Support Liaise with property management partners to answer routine questions and ensure they understand how group and individual tenant policies satisfy lease obligations. Assist in the development of reporting materials,



including policy summaries and program performance tracking Support the creation of marketing materials for the Summit Renters program and related tenant-facing communications Participate in sales outreach initiatives, including prospecting and client engagement support, based on workload and interest 1+ years of experience in sales, customer support, or client-facing roles, ideally within a high-volume setting. ~ Willingness to obtain required industry licensing through Company support ~ Ability to pass a standard criminal record check for provincial regulatory approval, and take ownership of passing provincial exams and maintain licensing in good standing ~ A natural ability to quickly build trust, provide exceptional service, and guide clients through a seamless, consultative insurance experience. ~ Exceptional attention to detail to ensure accuracy in all documentation and client data. ~ A genuine commitment to continuous learning and building deep insurance expertise to better serve complex client needs. ~ Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team. ~ Enjoy a flexible hybrid model designed to support collaboration, focus, and balance. ~ Comprehensive Benefits: Access to flexible health, mental health, dental plans tailored to your lifestyle, and competitive vacation and personal day allotments. ~ Sustainability: We create lasting solutions for our team, partnerships, and communities.

Impact: We think big and aim to make a difference in everything we do, both in business and for social good. If you’re ready to take the next step in your career and help build a new-age commercial insurance brokerage, we want to hear from you. Summit is an inclusive employer that celebrates diversity. Join us in building the commercial brokerage of the future! #

📌 Tenant Insurance Advisor (12-18 month Co-op) (Kelowna)
🏢 Summit Commercial Solutions
📍 Kelowna