Commercial Account Executive - Small to Middle Market

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April 6

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Summit

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Insurance • Fintech • Professional Services

Summit is a commercial insurance brokerage specializing in custom insurance solutions for Canadian businesses. They pride themselves on creating personalized insurance policies tailored to the unique needs of each client, including various industries such as construction, technology, and health. With a focus on responsiveness and value, Summit ensures that business owners receive the best coverage options and dedicated service as their needs evolve.

11 - 50 employees

Founded 2022

💳 Fintech

📋 Description

• Position Overview: As a Commercial Account Executive, handle and grow a portfolio of commercial insurance clients. • Lead Management: Handle warm commercial insurance leads & appointments provided by Summit's Sales Development Team. • Prospecting & Sales: Consistently prospect new business by leveraging our data-driven outbound sales training programs. • Networking: Attend local industry events to represent Summit in the marketplace with a high level of professionalism. • Customer Engagement: Follow up with leads to convert requests for insurance into loyal customers. • Collaboration: Work with our Account Management team to market leads to a variety of carriers and secure the best solutions for clients. • Process Improvement: Identify opportunities for operational enhancements and provide feedback.

🎯 Requirements

• Licensing: Level 2 insurance license required (RIBO license is an asset). • Experience: Minimum 3 years in an insurance sales, production underwriting, or commercial marketing role. Commercial lines experience is required. • Sales & Production: A passion for sales and production, with a proven history of meeting and exceeding performance targets. • Systems: Familiar with CRM (Hubspot), sales intelligence, e-signature, and other leading software is a plus. • Persistence: Motivated and tenacious in pursuing leads and closing deals. Not afraid to pick up the phone. • Communication Skills: Excellent written and verbal communication skills, with the ability to explain complex concepts clearly. • Organizational Skills: Strong attention to detail and the ability to manage multiple clients simultaneously. Always documenting notes such as declined coverages, property valuations, and more for E&O purposes. • Self-Starter: Independent, self-motivated, ambitious, and competitive, thriving in a fast-paced environment.

🏖️ Benefits

• Comprehensive Benefits: Access to flexible health, mental health, and dental plans tailored to your lifestyle. • Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team. • Modern Workspace: Enjoy a state of the art, brand new office in downtown Kelowna, with flexible work-from-home arrangements available. • Supportive Team: Participate in daily team huddles and collaborative events as part of a values-driven culture. • 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.