Benefits Specialist

Position: Employee Benefits Specialist at Summit
Unlock potential as an Employee Benefits Advisor at Summit, where your insights drive client success across Canada. Engage directly with decision-makers and craft tailored benefits solutions within a supportive team culture.

Embrace a rewarding journey with Summit, a rapidly growing commercial insurance brokerage based in Kelowna. We are looking for someone with over three years of experience to actively pursue opportunities, deepen client relationships, and make impactful decisions. You’ll have ownership over your pipeline and directly influence your success in this role.

Key Responsibilities:

• Prospect and engage business owners and HR executives

• Transform conversations into solid business opportunities

• Create and deliver customized group benefits solutions

• Oversee client engagement throughout onboarding

• Collaborate closely with internal teams to secure deals

Requirements:

• Minimum of 3 years in employee benefits or group insurance

• Active Life & A&S license in your home province

• CEBS or GBA designation preferred

• Confident communicator capable of simplifying complex topics

• Motivated and self-disciplined with results focus

Join Summit to redefine the insurance landscape and drive meaningful change in employee benefits.
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