~10d ago

Private Client Advisor (Personal Lines)

Hybrid (Kelowna, British Columbia, CA)Hybridmid

OtherClient

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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,

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OtherClient

About the Role

~1 min read

Advise clients on all aspects of Property Insurance (homes, high-value, rentals, vacation properties across BC, AB, SK, MB, ON) and Automobile Insurance (ensuring compliance and proper coverage in AB and ON).
Accurately assess client risks and negotiate with insurers to secure the best coverage, pricing, and terms, including securing special endorsements or coverage exceptions.
Efficiently handle the entire policy lifecycle: Quote & Bind new business across multiple provinces, and accurately process renewals and policy changes, always reviewing coverage for improvements or cross-selling opportunities.
Actively identify and implement opportunities to streamline workflows and enhance the overall client experience.
Ensure all records are accurate, processes adhere to regulatory requirements, and clients receive timely follow-ups.
Keep up-to-date with market trends, insurer products, rate filings, and industry updates across all provinces we serve.
Actively manage and grow your personal lines book of business.
Proactively develop new business by prospecting, generating referrals, and leveraging your professional network and existing client relationships.

Work with Summit's external partners and associations to optimize our personal insurance programs and better serve their members' needs.
Act as the internal subject-matter expert for Personal-Lines. You'll establish best practices, design training materials, and provide technical coaching to elevate the team's capabilities, especially around cross-selling.

Requirements

~1 min read

Level 2 insurance license required (CAIB 1, 2, 3)
RIBO license is an asset, required to obtain within 3 months of start date
2+ years previous experience in personal lines insurance an asset
Experience working with high-net-worth clients an asset
Hubspot, Acturis or similar system experience preferred
Personal auto experience is an asset

What We Offer

~1 min read

✓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.