Private Client Advisor (Personal Lines)

Kibbi Technologies Inc.; Winnipeg; Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Opportunity for Growth

Modern Workspace

Technology-Driven Culture

Comprehensive Benefits

Supportive Team

Job summary

Summit is seeking a Personal Lines Insurance Advisor to advise clients on home, auto, and specialty properties across provinces. You will assess risks, secure favorable terms with insurers, and manage the policy lifecycle from quote to renewal.

Join a technology-driven, growth-oriented team with a hybrid work model at modern offices in Kelowna and Winnipeg, offering comprehensive benefits and a supportive culture.

Qualifications

• 2+ years of personal lines experience is an asset.
• License requirements include CAIB 1–3; RIBO is a plus to obtain within 3 months.

Responsibilities

• Advise clients on personal lines and automobile coverage across provinces.
• Assess client risks and negotiate with insurers for best coverage and pricing.
• Manage the policy lifecycle including quotes, bindings, renewals and changes.
• Identify workflow improvements and cross-selling opportunities.

Skills

Personal lines insurance

Client relationship management

Risk assessment

Education

CAIB 1–3 certification

RIBO license (asset)

Tools

Hubspot

Acturis

Job description

About the Role

• Advise clients on all aspects of Property Insurance (homes, high-value, rentals, vacation properties across BC, AB, SK, MB, ON) and Automobile Insurance (ensuring compliance and proper coverage in AB and ON).
• Accurately assess client risks and negotiate with insurers to secure the best coverage, pricing, and terms, including securing special endorsements or coverage exceptions.
• Efficiently handle the entire policy lifecycle: Quote & Bind new business across multiple provinces, and accurately process renewals and policy changes, always reviewing coverage for improvements or cross-selling opportunities.
• Actively identify and implement opportunities to streamline workflows and enhance the overall client experience.
• Ensure all records are accurate, processes adhere to regulatory requirements, and clients receive timely follow-ups.
• Keep up-to-date with market trends, insurer products, rate filings, and industry updates across all provinces we serve.
• Actively manage and grow your personal lines book of business.
• Proactively develop new business by prospecting, generating referrals, and leveraging your professional network and existing client relationships.
• Work with Summit's external partners and associations to optimize our personal insurance programs and better serve their members' needs.
• Act as the internal subject-matter expert for Personal-Lines. You'll establish best practices, design training materials, and provide technical coaching to elevate the team's capabilities, especially around cross-selling.

Skills & Qualifications

• Level 2 insurance license required (CAIB 1, 2, 3)
• RIBO license is an asset, required to obtain within 3 months of start date
• 2+ years previous experience in personal lines insurance an asset
• Experience working with high-net-worth clients an asset
• Hubspot, Acturis or similar system experience preferred
• Personal auto experience is an asset

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: Work from our brand-new, state-of-the-art offices in downtown Kelowna and Winnipeg. Enjoy a flexible hybrid model designed to support collaboration, focus, and balance.
• 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, dental plans tailored to your lifestyle, and competitive vacation and personal day allotments.
• 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: $70,000 - $100,000+ OTE

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.