Teams at Summit (summitcover.ca)

The Private Client Advisor will advise clients on property and automobile insurance, manage the policy lifecycle, identify business opportunities, and streamline workflows while ensuring adherence to regulatory compliance.

As a Commercial Account Executive, you will manage and grow a portfolio of commercial insurance clients, ensuring exceptional service while driving sales and collaboration with internal teams for mutual success.

The role involves pursuing new business opportunities in commercial insurance, qualifying leads, conducting client research, and collaborating with the sales team, while maintaining accurate CRM records.