Summit is seeking a Personal Lines Expert to support its commercial brokerage in Kelowna. Take charge of clients' property and auto insurance needs with a focus on personalized service.
As a Personal Lines Expert, you will assess client risks and provide tailored insurance solutions. Your responsibility includes managing a dynamic book of business while negotiating with insurers to secure the best deals. You’ll also play a key role in developing best practices and enhancing the overall client experience through continuous improvement.
Key Responsibilities:
• Guide clients on property and auto insurance matters
• Negotiate competitive coverage and pricing options
• Manage the policy lifecycle from quoting to binding
• Implement ways to enhance workflows and client experiences
• Develop new business via networking and referrals
Requirements:
• Level 2 insurance license (CAIB 1, 2, 3)
• 2+ years experience in personal lines insurance
• Asset: working with ...