Elevate your career with Summit as a Personal Lines Specialist in Kelowna. This role focuses on delivering expert advice in Property and Automobile Insurance to enhance client satisfaction.

As a key member of the Summit team, you will manage client relationships and provide insights on various insurance policies. With a strong foundation in insurance, you will handle the complete lifecycle of client policies while identifying opportunities for cross-selling and ensuring compliance with regulatory standards.

Key Responsibilities: • Offer expert guidance on personal insurance products • Process new business and renewals accurately across provinces • Identify coverage improvements and enhance workflows • Maintain precise records and effective client communication • Develop new business through strategic referrals and networking

Requirements: • Level 2 insurance license is mandatory • Obtain RIBO license within three months • Minimum two years experience in perso...