Summit Private Client Insurance Consultant Kelowna

Join Summit as a Private Client Insurance Consultant in Kelowna. Focus on providing comprehensive insurance solutions for high-value properties and automobiles across multiple provinces. This role emphasizes risk assessment, negotiation skills, and maintaining compliance for diverse personal insurance needs. You will manage the full policy cycle while actively seeking current business opportunities through networking and referrals. The ideal candidate possesses a solid understanding of market trends and can implement best practices for team training and development. Key Responsibilities: Advise clients on high-value properties and automobile coverage Negotiate terms and conditions with various insurers Efficiently process renewals and changes in policies Streamline workflows to boost client satisfaction Monitor market trends for informed decision-making Requirements: Level 2 insurance license required Minimum 2 years in personal lines insurance Experience with high-net-worth clients is an asset Knowledge of Hubspot, Acturis, or similar tools RIBO license within 3 months of hire Utilize your insurance expertise to elevate client services at Summit. Apply on Kit Job: kitjob.ca/job/2ok3za