Become a pivotal part of Summit as a Commercial Account Executive, focusing on client success and innovative insurance solutions. Join a dedicated team in Kelowna dedicated to transforming the market.
At Summit, you’ll take on the responsibility of managing a diverse portfolio of commercial insurance clients. Your role involves engaging clients with tailored services, networking in the industry, and assessing unique needs to provide creative coverage solutions. Contribute positively to the team-driven culture by fostering communication and collaboration.
Key Responsibilities:
• Engage with warm leads and schedule discovery calls
• Utilize CRM tools for effective prospecting
• Represent Summit at industry events
• Advise on risk profiles and coverage options
• Collaborate with internal teams to enhance service levels
Requirements:
• Valid Level 2 insurance license is a must
• Minimum of 3 years in insurance sales or marketing
• Strong sales mindset with ...