Account Executive; SME

About Summit

Building the commercial brokerage of the future, 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.

If you want to work with a commercial insurance brokerage that puts people first and values transparency, sustainability, ownership, and impact, then Summit is the right choice for your career path. Summit is a team of empowered and driven individuals who live our core 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.

We’re looking for a Commercial Account Executive to join our team. This is a fantastic opportunity for someone who holds themselves to the highest standards, aligns their success with that of the customer, and is eager to help shape the future of the Canadian commercial insurance market.

As a Commercial Account Executive, you will manage and grow a portfolio of commercial insurance clients, focusing on delivering exceptional service while driving sales and growth. You’ll work with a variety of industries, assessing their unique needs, providing tailored coverage solutions, and ensuring a seamless client experience from quote to bind.

• Lead Management:
  Handle warm commercial insurance leads & appointments provided by Summit's Sales Development Team, ensuring timely and professional engagement on discovery calls.
• 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 Underwriting:
  Assess prospective clients’ risk profiles, advise on risk mitigation strategies and provide creative coverage solutions tailored to their needs.
• Collaboration with Account Management:
  Work with our Account Management team to market leads to a variety of carriers and secure the best solutions for clients. Ensure a smooth client handoff to Account Management for day to day servicing, while maintaining strong relationships with clients.
• Collaboration with Sales Development:
  Foster a close working relationship with our Sales Development team, who are supporting with top of funnel sales pipeline development. Ensure communication is consistent.
• Customer Engagement:
  Persistently follow up with leads to convert requests for insurance into loyal customers.
• Seamless Client
  
  Experience:
  
  Guide clients through the entire process—from information gathering to quote and binding—ensuring a smooth and efficient journey.
• Process Improvement:
  Identify opportunities for operational enhancements and provide feedback to improve overall customer experience or internal broking process.
• Product Insights:
  Share insights and feedback to enhance Summit’s commercial product offerings over time.

• 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,…