Private Client Advisor

Job description

About Summit Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values— Sustainability, Ownership, Transparency, and Impact —we move fast, support one another, and raise the bar for industry standards. Summit is a team of empowered and high-performing 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. . 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 a...