~9d ago

Business Growth Specialist (Inbound Sales)

Canada·Kelownamid

OtherGrowth Specialist

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Quick Summary

Overview

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,

Technical Tools

OtherGrowth Specialist

About the Role

~1 min read

Requirements

~2 min read

1–3 years of experience in sales, business development, or client-facing roles, ideally within a high-volume setting.
Nice to have: 1+ year of experience managing the full auto insurance sales lifecycle, from lead generation and risk assessment to quoting and policy binding
CAIB 1 license minimum, (RIBO must be obtained within 60 days of hire, CAIB 2 must be obtained within 90 days of hire)
Ability to obtain and maintain provincial insurance licensing in all provinces where Summit operates.
Possesses a strong desire to be successful, proactively manages their own pipeline, and is driven by performance metrics and achieving targets.
The ability to consistently rebound from rejection ("hearing no") and maintain a positive, high-energy approach to every new inbound lead.
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 policy documentation, quoting, and client data.
Proficient in using agency management systems and CRM software is an asset (Acturis, HubSpot, or similar). Demonstrated ability to quickly learn and adopt new technologies and internal platforms is essential.
Excellent written and verbal communication skills and a collaborative approach for effective partnership with clients, carriers, and internal teams.
A genuine commitment to continuous learning and building deep insurance expertise to better serve complex client needs.

What We Offer

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✓Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team.

✓Modern Workspace: Work from our brand-new, state-of-the-art offices in downtown Kelowna and Winnipeg. Enjoy a flexible hybrid model designed to support collaboration, focus, and balance.

✓Technology-Driven Culture: Work with cutting-edge tools and custom built technology to get time back in your day. Laptops & equipment provided to all staff.

✓Comprehensive Benefits: Access to flexible health, mental health, dental plans tailored to your lifestyle, and competitive vacation and personal day allotments.

✓Supportive Team: Participate in daily team huddles and collaborative events as part of a values-driven culture.

At Summit, our values guide everything we do:

Transparency: We build trust through open and honest communication.
Sustainability: We create lasting solutions for our team, partnerships, and communities.
Ownership: We take accountability for our actions, celebrate victories, and learn from mistakes.
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.