Tenant Insurance Advisor at Summit

Embark on a dynamic career as a Tenant Insurance Advisor with Summit, a tech-enabled commercial brokerage in Kelowna. This hybrid role allows you to dive into sales and client advisory, shaping the customer experience.

At Summit, you will be a key player in guiding renters across Canada in securing and managing their tenant insurance policies. You will utilize insurer portals to efficiently manage policies while gaining insights into client needs. This role is perfect for those eager to contribute to innovative solutions and enhance customer satisfaction through effective processes.

Key Responsibilities:

• Respond to tenant insurance inquiries via all channels

• Own the workflow, prioritizing requests efficiently

• Manage policy documents and execute routine changes

• Guide clients through claims and ensure compliance

• Collaborate on customer education and documentation

Requirements:

• Minimum 1 year in sales or customer support

• Willingness to obtain industry licensing

• Excellent communication and trust-building skills

• Detail-oriented with a focus on accuracy

• Ability to learn new technologies quickly

Maximize your potential in insurance with Summit and make a real impact!