Elevate your career in commercial insurance as an Account Executive at Summit, located in beautiful Kelowna, BC. You will be essential in managing client relationships while driving sales growth.
In this role, you will harness your sales drive to engage clients, assess their unique insurance needs, and provide tailored coverage solutions. Your key tasks will include networking, lead management, and collaborating with various teams within Summit to ensure a smooth client transition from quote to bonding. You will thrive within a culture that values transparency, sustainability, and a people-first approach.
Key Responsibilities:
• Engage clients through discovery calls based on warm leads
• Assess risk profiles and provide creative insurance solutions
• Represent Summit at local industry events for networking
• Maintain strong relationships for seamless client handoff
• Collaborate closely with Sales Development for sales success
Requirements:
• Level 2 insuran...