Insurance Advisor at Summit in Kelowna

Elevate your career with Summit as a Personal Lines Specialist in Kelowna. This role focuses on delivering expert advice in Property and Automobile Insurance to enhance client satisfaction.

As a key member of the Summit team, you will manage client relationships and provide insights on various insurance policies. With a strong foundation in insurance, you will handle the complete lifecycle of client policies while identifying opportunities for cross-selling and ensuring compliance with regulatory standards.

Key Responsibilities:• Offer expert guidance on personal insurance products • Process new business and renewals accurately across provinces • Identify coverage improvements and enhance workflows • Maintain precise records and effective client communication • Develop new business through strategic referralsand networking

Requirements:• Level 2 insurance license is mandatory • Obtain RIBO license within three months • Minimum two years experience in personal lines insurance • Familiarity with HubSpot or Acturis tools • Experience with high-net-worth clients preferred

Utilize your insurance expertise to provide top-notch client service at Summit in Kelowna. #J-18808-Ljbffr