Mid-Market Commercial Account Executive

Summit Commercial Solutions; Kelowna; Híbrido; CAD 100.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible work-from-home arrangements

Modern downtown Kelowna office

Comprehensive health, dental & mental

Descripción de la vacante

Summit is a boutique commercial insurance firm in Kelowna serving most of Canada, seeking a Commercial Account Executive to manage a growing portfolio and deliver tailored coverage solutions.

You will drive sales, engage clients across industries, and collaborate with underwriting, account management, and sales development teams. Flexible hybrid work and a modern workspace support your growth in a fast-paced, value-driven environment.

Formación

• Licensing: Level 2 insurance license required; RIBO license is an asset.
• Minimum 3 years in an insurance sales, production underwriting, or commercial marketing role.
• Sales and production focus with proven targets met/exceeded.
• Familiar with CRM (Hubspot) and e-signature tools; able to leverage data.
• Strong written and verbal communication; detail-oriented and client-focused.

Responsabilidades

• Lead management: handle warm commercial insurance leads and appointments.
• Prospecting & sales: grow a sustainable sales pipeline through outbound efforts.
• Networking: attend local industry events to expand the network.
• Front line underwriting: assess risk and advise on coverage solutions.
• Collaboration with Account Management to market leads to carriers.
• Collaboration with Sales Development to support pipeline development.
• Customer engagement: follow up with leads to convert to loyal customers.
• Seamless client experience from information gathering to binding.
• Process improvement and feedback to enhance customer experience.
• Share product insights to evolve Summit’s offerings.

Conocimientos

Sales experience

Communication skills

Persistence

Self-starter

Organizational skills

Hubspot CRM

E-signature tools

Herramientas

Hubspot CRM

CRM software

Descripción del empleo

Summit is a boutique commercial insurance firm in Kelowna serving most of Canada, seeking a Commercial Account Executive to manage a growing portfolio and deliver tailored coverage solutions.

You will drive sales, engage clients across industries, and collaborate with underwriting, account management, and sales development teams. Flexible hybrid work and a modern workspace support your growth in a fast-paced, value-driven environment.