Mid-Market Commercial Account Executive

Summit; Kelowna; Híbrido; CAD 100 000 - 200 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Growth opportunities

Modern office in Kelowna downtown

Tech-enabled culture with cutting-edge

Comprehensive benefits package

Team huddles & collaborative culture

Resumo da oferta

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.

Qualificações

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

Responsabilidades

• 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.

Conhecimentos

Licensing: Level 2

RIBO license asset

Sales experience

CRM proficiency

Communication

Organization

Self-starter

Persistence

Phone outreach

Ferramentas

HubSpot CRM

Descrição da oferta de emprego

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.