Account Executive (Mid-Market)

Summit; Kelowna; Hybrid; CAD 100,000 - 200,000; Full time

Benefits offered by this job

Growth opportunities

Modern office in Kelowna downtown

Tech-enabled culture with cutting-edge

Comprehensive benefits package

Team huddles & collaborative culture

Job summary

Summit, a boutique commercial insurance firm headquartered in Kelowna, seeks a Commercial Account Executive to manage and grow a portfolio of commercial clients across Canada. You will drive sales, deliver tailored coverage, and ensure a seamless client experience from quote to bind.

The role requires a Level 2 insurance license, 3+ years in relevant roles, and proficiency with HubSpot CRM. Summit offers a modern Kelowna office, flexible work arrangements, and competitive benefits.

Qualifications

• Licensing Level 2 required for insurance sales roles.
• Minimum 3 years in insurance sales, production underwriting, or commercial marketing.
• Commercial lines experience is required.

Responsibilities

• Lead management: Handle warm commercial insurance leads & appointments provided by Summit's Sales Development Team.
• Prospecting & Sales: Build and manage a sustainable sales pipeline with data-driven outbound programs and our CRM.
• Networking: Represent Summit at local industry events to grow the network and underwriting relationships.
• Front Line Underwriting: Assess risk profiles and suggest coverage solutions.
• Collaboration with Account Management: Market leads and ensure smooth handoff for servicing.
• Collaboration with Sales Development: Align with SDR to grow top-of-funnel opportunities.
• Customer Engagement: Follow up with leads to convert requests into loyal customers.
• Seamless Client Experience: Guide clients through information gathering to quote and bind.
• Process Improvement: Identify opportunities to improve customer experience and broking processes.
• Product Insights: Share feedback to enhance Summit’s offerings over time.

Skills

Licensing: Level 2

RIBO license asset

Sales experience

CRM proficiency

Communication

Organization

Self-starter

Persistence

Phone outreach

Tools

HubSpot CRM

Job description

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.

If you’re a sales-driven professional with a customer-first mindset who thrives in a fast-paced, high-performance team environment, Summit is the place to grow your career.

Commercial Account Executive

We’re looking for a Commercial Account Executive to join our team. This is a fantastic opportunity for someone who holds themselves to the highest standards, aligns their success with that of the customer, and is eager to help shape the future of the Canadian commercial insurance market.

As a Commercial Account Executive, you will manage and grow a portfolio of commercial insurance clients, focusing on delivering exceptional service while driving sales and growth. You’ll work with a variety of industries, assessing their unique needs, providing tailored coverage solutions, and ensuring a seamless client experience from quote to bind.

• Lead Management: Handle warm commercial insurance leads & appointments provided by Summit's Sales Development Team, ensuring timely and professional engagement on discovery calls.
• Prospecting & Sales: Consistently prospect new business by leveraging our data-driven outbound sales training programs, competitive intelligence tools, and our highly automated CRM which is custom-built for commercial insurance. Manage and grow a sustainable sales pipeline.
• Networking: Attend local industry events to represent Summit in the marketplace with a high level of professionalism. Expand your network for new business and strengthen key underwriting relationships.
• Front Line Underwriting: Assess prospective clients’ risk profiles, advise on risk mitigation strategies and provide creative coverage solutions tailored to their needs.
• Collaboration with Account Management: Work with our Account Management team to market leads to a variety of carriers and secure the best solutions for clients. Ensure a smooth client handoff to Account Management for day to day servicing, while maintaining strong relationships with clients.
• Collaboration with Sales Development: Foster a close working relationship with our Sales Development team, who are supporting with top of funnel sales pipeline development. Ensure communication is consistent.
• Customer Engagement: Persistently follow up with leads to convert requests for insurance into loyal customers.
• Seamless Client Experience: Guide clients through the entire process—from information gathering to quote and binding—ensuring a smooth and efficient journey.
• Process Improvement: Identify opportunities for operational enhancements and provide feedback to improve overall customer experience or internal broking process.
• Product Insights: Share insights and feedback to enhance Summit’s commercial product offerings over time.

Skills & Qualifications

• Licensing: Level 2 insurance license required (RIBO license is an asset).
• Experience: Minimum 3 years in an insurance sales, production underwriting, or commercial marketing role. Commercial lines experience is required.
• Sales & Production: A passion for sales and production, with a proven history of meeting and exceeding performance targets.
• Systems: Familiar with CRM (Hubspot), sales intelligence, e-signature, and other leading software is a plus.
• Persistence: Motivated and tenacious in pursuing leads and closing deals. Not afraid to pick up the phone.
• Communication Skills: Excellent written and verbal communication skills, with the ability to explain complex concepts clearly.
• Organizational Skills: Strong attention to detail and the ability to manage multiple clients simultaneously. Always documenting notes such as declined coverages, property valuations, and more for E&O purposes.
• Self-Starter: Independent, self-motivated, ambitious, and competitive, thriving in a fast-paced environment.

Perks We Offer at Summit

• Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team.
• Modern Workspace: Enjoy a state of the art, brand new office in downtown Kelowna, with flexible work-from-home arrangements available.
• Technology-Driven Culture: Work with cutting-edge tools and custom built technology to get time back in your day. Laptops & equipment provided to all staff.
• Comprehensive Benefits: Access to flexible health, mental health, and dental plans tailored to your lifestyle.
• Supportive Team: Participate in daily team huddles and collaborative events as part of a 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.

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.

$100,000 - $200,000+ OTE (Draw based model)