Join Summit as a Commercial Account Executive and excel in managing client portfolios in Kelowna. Your skills in sales and relationship management will shine.
Summit is on the lookout for a proactive Account Executive to oversee a portfolio of commercial insurance clients. This role is essential for providing top-notch service while identifying and implementing tailored insurance solutions that meet the varied needs of clients. Engage effectively with leads and foster strong relationships with other teams to ensure seamless service delivery.
Key Responsibilities:
• Manage and execute on commercial insurance leads
• Develop new business using advanced intelligence tools
• Attend industry events to broaden professional connections
• Conduct front line underwriting to assess client risks
• Partner with teams for optimal client service successes
Requirements:
• Level 2 insurance license mandatory
• Minimum 3 years in insurance roles, particularly in commercial...