Commercial Account Manager

Summit Commercial Solutions Inc.; Kelowna; Hybrid; CAD 50,000 - 85,000; Full time

Job summary

An innovative boutique brokerage is seeking a customer-centric Account Manager to enhance their service-oriented team. This role offers a unique opportunity to work in a contemporary office in downtown Kelowna, where flexibility and modern technology are prioritized. You will be instrumental in providing exceptional service to clients, ensuring they understand their insurance policies, and retaining clientele through extraordinary service levels. Join a forward-thinking firm that values transparency, sustainability, and impact, and be part of building a new-age commercial insurance brokerage that truly puts people first.

Benefits

Flexible Work Environment

Modern Technology Provided

Comprehensive Health Plans

Parental Leave Top-up

Daily Team Huddles

Qualifications

• 2+ years in insurance account management with a focus on customer service.
• RIBO license preferred for handling insurance policies.

Responsibilities

• Provide exceptional service to clients and manage a book of business.
• Ensure clients understand policy coverage through clear communication.
• Support sales activities and develop renewal strategies with Account Executives.

Skills

Customer Service

Insurance Account Management

Communication Skills

Attention to Detail

Self-Motivation

RIBO License

Job description

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 are looking for a customer centric Account Manager to join our growing team. This is a fantastic opportunity for a service oriented professional who holds themselves to the highest standards and aligns their success with that of the customer.

Responsibilities:

1. Servicing a book of business and providing top-notch customer service
2. Ensure clients fully understand policy coverage and exclusions through clear and concise communication
3. Retain existing clientele through extraordinary service levels
4. Referral of prospects for cross-sell opportunities
5. Reporting new claims and leading clients through claims process from a place of empathy
6. Occasionally support the sales team in sales activities as needed
7. Work with Account Executives to come up with renewal strategies for each client
8. This position requires a service oriented and organized individual with a proven track record of delighting clients
9. Other duties as assigned

Skills & Qualifications:

1. 2+ years of experience in an insurance account management role
2. RIBO license preferred
3. Passion for Service and Customer support
4. Desire and motivation to meet set targets for service levels
5. Excellent written and verbal communication skills
6. Attention to detail and demonstrated flexibility in managing multiple clients at a time
7. Independent, Self Motivated, Ambitious and Competitive individual able to thrive in a fast pace environment

Opportunity to work for a forward thinking boutique brokerage. Contemporary office downtown Kelowna. Flexible work environment/work from home arrangements available to everyone. Modern technology - laptops provided to all staff. Comprehensive, flexible health, including mental health, and dental plans to suit all lifestyles. Parental Leave top-up. Daily team huddles. Build a new-age commercial insurance brokerage.

Our values are at the core of everything we do.

Transparency. We build trust through transparency. We are open and honest in our communication.

Sustainability. Our team, our partnerships, and our communities. We are in it for the long haul. Everything we create is built to last.

Ownership. We own our words and actions. We are accountable for outcomes, good and bad. We learn from our mistakes and celebrate our victories.

Impact. We think big. We strive to make an impact in everything we do, both in business and for social good.

If reading all that interests you, drop us a line and let us know why you would be a great fit for us.

Summit is an inclusive employer that celebrates diversity in its workforce structure. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise us if you require accommodation; to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

We thank all applicants in advance for their interest; however, only those candidates selected for an interview will be contacted.