Personal Risk Advisor

About Summit

Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving most of Canada.

Our mission is to create value through transparency and change the way people feel about insurance.

If you want to work with a commercial insurance brokerage that puts people first and values transparency, sustainability, ownership, and impact, then Summit is the right choice for your career path.

Summit is a team of empowered and driven individuals who live our core values every day. Being a part of Summit offers a chance for the right applicant to make a name for themselves, and help build Summit as a leader in the Canadian Commercial Insurance market.

We’re looking for a Personal Risk Advisor to join our team and take ownership of Summit’s renters insurance program and other personal insurance programs we develop for our partners and associations. This role is ideal for someone who thrives in a fast-paced environment, enjoys working with customers, and is excited about shaping new and innovative personal insurance offerings.

Position Overview

As a Personal Risk Advisor, you will be responsible for managing and growing Summit’s personal insurance programs, ensuring an exceptional client experience while driving program success. You’ll be the main point of contact for customers, guiding them through the insurance process and making sure they have the right coverage for their needs. You’ll also work closely with our partners and associations to help refine and expand our offerings.

Key Responsibilities

• Program Management: Coordinate Summit’s renters insurance program and other personal lines insurance programs created for partners and associations.
• Customer Support: Provide expert advice and guidance to clients, helping them understand their coverage options and making personalized recommendations.
• Sales & Retention: Assist clients in purchasing or renewing policies, ensuring they receive the best coverage for their needs.
• Quote & Bind: Process applications, issue quotes, and bind policies efficiently while ensuring a seamless experience.
• Partner Collaboration: Work with Summit’s partners and associations to optimize personal lines programs and support their members' insurance needs.
• Process Improvement: Identify opportunities to streamline workflows and enhance the overall customer experience.
• Compliance & Documentation: Maintain accurate records, ensure adherence to regulatory requirements, and provide timely follow-ups to clients.
  
  

Skills & Qualifications

• Licensing: Level 1 insurance license required (RIBO license is an asset). Or willing to attain within 30 days of employment.
• Experience: Experience in personal lines insurance, preferably with experience in renters insurance, tenant programs, or affinity-based insurance solutions.
• Customer-Focused: Strong ability to build relationships, provide exceptional service, and create a seamless insurance experience.
• Sales & Service Oriented: A natural ability to balance sales growth with outstanding client care.
• Organizational Skills: Attention to detail and the ability to manage multiple clients and policies at once.
• Technology Proficiency: Experience working with modern insurance platforms and CRMs is an asset.
• Team Player: Ability to work collaboratively with internal teams and external partners to enhance program offerings.
  
  

What Summit Offers You

• Career Growth: Join a forward-thinking brokerage that’s redefining personal insurance programs.
• Flexible Work Environment: Work from our modern office in downtown Kelowna or remotely, depending on your needs.
• Comprehensive Benefits: Access to flexible health, mental health, and dental plans tailored to your lifestyle.
• Technology-Driven Culture: Work with cutting-edge tools and technology to support your success.
• Supportive Team: Participate in daily team huddles and be part of a collaborative, values-driven culture.
  
  

Our Values

At Summit, Our Values Guide Everything We Do

• Transparency: We build trust through open and honest communication.
• Sustainability: We create lasting solutions for our team, partnerships, and communities.
• Ownership: We take accountability for our actions, celebrate victories, and learn from mistakes.
• Impact: We think big and aim to make a difference in everything we do, both in business and for social good.
  
  

If you’re ready to take the next step in your career and help shape the future of personal insurance programs, we want to hear from you.

Summit is an inclusive employer that celebrates diversity. We encourage applications from all qualified candidates and are committed to providing accommodations during the hiring process.

While we thank all applicants for their interest, only those selected for an interview will be contacted.

Join us in building the brokerage of the future!

The Pay Range For This Role Is

50,000 - 60,000 CAD per year(Canada)