Account Executive

Job Locations CA-BC-Kelowna
Business Development
Position Type
Regular Full-Time


Summit Commercial Insurance Solutions (Summit) is a new entrant into the Canadian Insurance market. The business exists to create value through transparency and to change the way people feel about insurance.  Summit puts people first, giving them the confidence to succeed, while making the world a better place. Summit also happens to craft innovative insurance solutions custom tailored to your business. 


The team is made up of empowered and driven individuals who live Summit's ccore values every day. 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. 

Summit is looking for a sales driven, Commercial Insurance Specialist to join their core team. This is a fantastic opportunity for a customer first sales professional, who holds themselves to the highest standards and aligns their success to that of the customer. 


For more information please visit: 


Summit has an office in Kelowna, British Columbia Canada and offers a remote working environment accross Canada.

What you'll be doing:

  • Handle commercial insurnace leads provided to you by Summit 
  • Prospect and produce business from your network, our sales intelligence tools and beyond
  • Assess the needs of potential clients to advise on coverage requirements 
  • Work alongside team members to market leads to a variety of carriers
  • Persistently engage leads to convert requests for insurance into customers
  • Offer continuous support from information gathering, quote and to bind; to deliver a seamless and timely client experience 
  • Demonstrate a thorough understanding of each clients risk profile and help clients with any questions 
  • Recommend operational improvement in process to help further improve the client experience 
  • Provide feedback and insights to enhance product offerings over time
  • This posiiton requires a sales oriented and outgoing individual with a proven history of sales, networking and abilit to close 

Who we're looking for:

  • Level 2 license, RIBO license is an asset
  • 2+ years experience in an insurance, sales role
  • Commercial lines experience is required
  • Passion for sales
  • Persistence and motivation to meet set targets
  • Excellent written and verbal communication skills 
  • Attention to detail and demonstrated flexibility in managing multiple clients at a time 
  • Independent, self-motivated, ambitious, competitive 
  • Ability to thrive in a fast paced environment

About applying with us:

  • Opportunity to work for a forward thinking boutique brokerage
  • Contemporary office downtown Kelowna
  • Flexible work environment/work from home arrangements available to everyone
  • Modern technology - laptops provided to all staff
  • Comprehensive, flexible health, including mental health, and dental plans to suit all lifestyles
  • Daily team huddles
  • Build a new-age commercial insurance brokerage


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