Account Executive (SME)

Summit; Calgary; On-site; CAD 100,000 - 200,000; Full time

Benefits offered by this job

Opportunity for Growth

Modern Workspace

Technology-Driven Culture

Comprehensive Benefits

Supportive Team

Job summary

Summit in Calgary, Alberta, is seeking a Commercial Account Executive to manage and grow a portfolio of commercial insurance clients. This role involves assessing client needs, providing tailored coverage solutions, and ensuring a seamless experience from quote to binding. Candidates must have a Level 2 insurance license and at least 3 years of experience in sales or underwriting. Summit offers a flexible work environment, comprehensive benefits, and opportunities for professional growth.

Qualifications

• Must hold a Level 2 insurance license.
• 3+ years of experience in insurance sales, underwriting, or marketing.
• Strong communication skills essential for client interactions.

Responsibilities

• Manage and grow a portfolio of commercial insurance clients.
• Provide tailored coverage solutions and ensure client satisfaction.
• Lead management of warm commercial insurance leads.

Skills

Insurance sales experience

Communication skills

Persistence

Organizational skills

CRM familiarity

Self-starter attitude

Sales passion

Education

Level 2 insurance license

3+ years in insurance sales or marketing

Tools

Hubspot

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. Summit values transparency, sustainability, ownership and impact and prioritizes a people‑first culture.

About The Role

We are looking for a Commercial Account Executive to manage and grow a portfolio of commercial insurance clients, delivering exceptional service while driving sales and growth across a variety of industries. The role includes assessing needs, providing tailored coverage solutions, and ensuring a seamless client experience from quote to bind.

Responsibilities

• 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

• 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.

Compensation: $100,000 - $200,000+ OTE (100% Commission in Year 2)

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.

If you’re ready to take the next step in your career and help build a new‑age commercial insurance brokerage, we want to hear from you.