Teams at Summit (summitcover.ca)

Manage high-quality inbound commercial insurance leads through qualification, quoting, proposal, and binding to achieve monthly new business targets. Advise small business owners on coverage, gather underwriting data, maintain accurate client files (e.g., in HubSpot), follow sales workflows, and collaborate with underwriting and marketing to improve offerings and lead quality.

Own a new-business pipeline for group employee benefits: prospect, design and present group benefits solutions, close deals, manage client relationships through onboarding and renewals, and coordinate with carriers and internal teams to grow a book of business.

Proactively generate and qualify outbound commercial insurance leads through cold calling, networking, research, and social media. Schedule qualified meetings for Account Executives, maintain HubSpot CRM records, collaborate closely with sales team for smooth lead handoffs, and recommend process improvements to enhance customer experience.