Job Description
Join Summit as a Commercial Account Executive in Kelowna, where your expertise in commercial insurance will shape client success. Drive growth through tailored coverage and superior service.
This role requires a proactive approach to managing a diverse client portfolio. You will engage with clients, assess risks, and deliver custom solutions while collaborating with internal teams for seamless transitions. Attend industry events to network and strengthen your market presence as a representative of Summit.
Key Responsibilities:
• Engage with warm insurance leads and manage discovery calls
• Utilize data-driven methods to prospect new business
• Network effectively at local industry events
• Assess risk profiles and suggest risk mitigation strategies
• Coordinate with Account Management for efficient service delivery
Requirements:
• 3 years minimum in insurance sales or underwriting
• Valid Level 2 insurance license required
• A solid background in sales ...
This role requires a proactive approach to managing a diverse client portfolio. You will engage with clients, assess risks, and deliver custom solutions while collaborating with internal teams for seamless transitions. Attend industry events to network and strengthen your market presence as a representative of Summit.
Key Responsibilities:
• Engage with warm insurance leads and manage discovery calls
• Utilize data-driven methods to prospect new business
• Network effectively at local industry events
• Assess risk profiles and suggest risk mitigation strategies
• Coordinate with Account Management for efficient service delivery
Requirements:
• 3 years minimum in insurance sales or underwriting
• Valid Level 2 insurance license required
• A solid background in sales ...