Das ist der Job
About Summit
Building the commercial brokerage of the future.
Darum lohnt es sich
Responsibilities Lead Management: Handle warm commercial insurance leads & appointments provided by Summit's Sales Development Team, ensuring timely and professional engagement on discovery calls. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving most of Canada.
Our mission is to create value through transparency and change the way people feel about insurance. Summit values transparency, sustainability, ownership and impact and prioritizes a people‑first culture.
About The Role
We are looking for a Commercial Account Executive to manage and grow a portfolio of commercial insurance clients, delivering exceptional service while driving sales and growth across a variety of industries.
The role includes assessing needs, providing tailored coverage solutions, and ensuring a seamless client experience from quote to bind.
Prospecting & Sales: Consistently prospect new business by leveraging our data‑driven outbound sales training programs, competitive intelligence tools, and our highly automated CRM which is custom‑built for commercial insurance. Manage and grow a sustainable sales pipeline.
Networking: Attend local industry events to represent Summit in the marketplace with a high level of professionalism. Expand your network for new business and strengthen key underwriting relationships. Front Line Underwr
