Client-Focused Account Executive Role

Join Summit as a Client-Focused Account Executive in Kelowna, BC, and make a significant impact in the commercial insurance sector. This position requires a strong emphasis on client engagement and tailored insurance solutions.
At Summit, you will take charge of a portfolio of commercial insurance clients, utilizing your sales acumen to foster relationships and ensure high-quality service delivery. You’ll engage in lead management, risk assessment, and collaborate with your teams to streamline the client journey. This role is perfect for self-starters who excel in a fast-paced environment and are passionate about sales.
Key Responsibilities:
• Oversee and expand a diverse portfolio of commercial clients
• Manage warm leads, ensuring timely engagement and follow-up
• Network at industry events to enhance business relationships
• Collaborate with teams to improve internal broking processes
• Guide clients through insurance solutions from start to finish
Requiremen...