Account Executive (SMB)

Summit • Kelowna, BC

10d • Hybrid

About The Position

Summit is seeking a Commercial Account Executive to manage and grow a portfolio of commercial insurance clients. This role focuses on delivering exceptional service, driving sales and growth, and working with various industries to assess needs, provide tailored coverage solutions, and ensure a seamless client experience from quote to bind. The position involves handling warm leads, prospecting new business, attending industry events, performing front-line underwriting, collaborating with internal teams, and ensuring customer satisfaction throughout the insurance process. The role also includes identifying process improvements and providing product feedback.

Requirements

• Level 2 insurance license required (RIBO license is an asset).
• Minimum 3 years in an insurance sales, production underwriting, or commercial marketing role.
• Commercial lines experience is required.
• A passion for sales and production, with a proven history of meeting and exceeding performance targets.
• Familiar with CRM (Hubspot), sales intelligence, e-signature, and other leading software is a plus.
• Motivated and tenacious in pursuing leads and closing deals. Not afraid to pick up the phone.
• Excellent written and verbal communication skills, with the ability to explain complex concepts clearly.
• 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.
• Independent, self-motivated, ambitious, and competitive, thriving in a fast-paced environment.

Nice To Haves

• RIBO license

Responsibilities

• Handle warm commercial insurance leads & appointments provided by Summit's Sales Development Team, ensuring timely and professional engagement on discovery calls.
• Consistently prospect new business by leveraging data-driven outbound sales training programs, competitive intelligence tools, and a custom-built CRM for commercial insurance.
• Manage and grow a sustainable sales pipeline.
• 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.
• Assess prospective clients’ risk profiles, advise on risk mitigation strategies and provide creative coverage solutions tailored to their needs.
• 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.
• Foster a close working relationship with our Sales Development team, who are supporting with top of funnel sales pipeline development.
• Ensure communication is consistent.
• Persistently follow up with leads to convert requests for insurance into loyal customers.
• Guide clients through the entire process—from information gathering to quote and binding—ensuring a smooth and efficient journey.
• Identify opportunities for operational enhancements and provide feedback to improve overall customer experience or internal broking process.
• Share insights and feedback to enhance Summit’s commercial product offerings over time.

Benefits

• Flexible work-from-home arrangements
• Laptops & equipment provided to all staff
• Access to flexible health, mental health, and dental plans tailored to your lifestyle.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed