Commercial Account Manager
3 weeks ago
About SummitBuilding 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.The OpportunityAs our Commercial Account Manager, you’ll be the lead point of contact for a portfolio of mid-market & SME commercial clients. You’ll combine technical insurance expertise with high-touch client service to deliver retention and growth. You’ll partner closely with producers, underwriters, and internal teams to deliver a seamless experience and expand client relationships.What You’ll DoClient Relationship & Portfolio Management: Serve as the primary client contact on a defined portfolio of commercial accountsProactively engage clients well ahead of renewal dates to assess evolving needsCollaborate with brokers to market, remarket, and renew accounts to secure optimal termsRespond to client inquiries regarding coverage, policy changes, COIs, and mid-term adjustmentsIdentify opportunities for upsell, cross-sell, or referralsTechnical & Underwriting CoordinationReview submission materials, prepare and present proposals, negotiate with insurersSecure favourable terms via insurer engagement and thoughtful positioningMaintain robust understanding of commercial lines coverages (property, liability, auto, etc.)Ensure all documentation, binders, and endorsements are accurate and compliantOperational Workflow & SystemsMaintain data integrity in our CRM and policy systemsEnsure policy documents, invoices, and binders are uploaded, shared, and tracked properlySupport internal workflows tied to onboarding, renewals, and client satisfaction surveysFlag process gaps or inefficiencies and suggest improvementsTeam Collaboration & Professional GrowthParticipate in standups, trainings, and 1:1 coaching with leadershipCollaborate on cross-functional initiatives (e.g. new product launches, service enhancements)Help mentor junior staff or support onboarding of new teammatesWhat You Bring3+ years in commercial lines account management, brokerage, or insurer roleRIBO Level 2 (or equivalent provincial) license requiredStrong technical knowledge of commercial insurance products and coverage structuresOutstanding organizational skills and attention to detail—nothing slips through the cracksExcellent verbal & written communication; ability to translate complex topics clearlyComfortable using systems and tools like CRM, policy management, and analyticsGrowth mindset—eager to learn, take ownership, and push for continuous improvementWhy Join Summit?Be part of a high-growth, mission-driven brokerage transforming insurance in CanadaCompetitive compensation (salary, benefits, performance incentives)Potential equity upside for top performersA culture rooted in autonomy, transparency, and real impactFlexible work arrangements and a supportive team environmentReal opportunity to grow your career and influence business directionSummit is an equal opportunity employer and values diversity. We provide accommodations throughout the hiring process as needed. While we appreciate all applicants, only those selected for an interview will be contacted.Apply now and help us build the future of commercial insurance, one relationship at a time. #J-18808-Ljbffr
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Commercial Account Manager
4 weeks ago
Kelowna, Winnipeg, Canada Summit Commercial Solutions Inc. Full timeBuilding 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...
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Commercial Account Executive
8 hours ago
Kelowna, British Columbia, Canada Summit Commercial Solutions Full time $60,000 - $120,000 per yearIf you're a sales-driven professional with a customer-first mindset who thrives in a fast-paced, high-performance team environment, Summit is the place to grow your career.We're looking for a Commercial Account Executive to join our team. This is a fantastic opportunity for someone who holds themselves to the highest standards, aligns their success with that...
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Kelowna, Canada Summit Commercial Solutions Inc. Full timeAn innovative commercial insurance firm is seeking a Commercial Account Executive to join its dynamic team in Kelowna. This role offers a unique opportunity to manage and grow a portfolio of clients while delivering exceptional service. You'll engage with various industries, providing tailored coverage solutions and ensuring a seamless client experience. The...
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Commercial Lines Account Manager
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Kelowna, Canada My Insurance Broker Full timeMy Insurance Broker, 505 Hwy 7 East, Commerce Gate Sute 328, Thornhill, Ontario, Canada Job Description Posted Tuesday, November 25, 2025 at 5:00 AM Job Title: Commercial Lines Account Manager Employment Type: Full-time / Permanent Who we are: Established in 2008, My Insurance Broker is a proud family-owned and Canadian-operated brokerage. As one of...
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Commercial Account Executive
15 hours ago
Kelowna, British Columbia, Canada Summit Full time $60,000 - $120,000 per yearAbout SummitPrivate-equity fueled consolidators have aggressively rolled up brokerages and aren't slowing down, severely limiting competition in the commercial insurance market. Through our hundreds of thousands of customer interactions, one thing remains clear: small to middle market businesses in Canada remain extremely underserved and are starving for a...
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Hybrid Commercial Account Manager — Growth
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Kelowna, Canada Summit Full timeA boutique commercial insurance firm in Kelowna is seeking a Commercial Account Manager to manage client portfolios and deliver exceptional service. Candidates should have over 3 years of experience in commercial lines account management and hold a RIBO Level 2 license. This role offers competitive compensation, positive work culture, and opportunities for...
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Commercial Account Manager
2 weeks ago
Peterborough, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwest, Canada Kawartha Credit Union Full timeCommercial Account Manager (Permanent Full-time) Location: Remote Position. The successful candidate must reside within 3 hours of Kawartha Credit Union Head Office, Peterborough ON We are looking for a candidate to provide excellent member service in the Kawartha Lakes, Peterborough and Muskoka Regions. Hours: Monday to Friday, 40 hours per week Rate of...
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Commercial Manager
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Kelowna, British Columbia, Canada Maple Reinders Full time $80,000 - $120,000 per yearJob DescriptionCommercial Manager (Construction)Maple Reinders Constructors is currently seeking an experienced Commercial Manager with a strong background in construction contracting and bid management. The successful candidate will join our Major Projects team and have to opportunity to work on exciting Civil and ICI projects.This role will support and...
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Commercial Account Executive
2 weeks ago
Kelowna, Canada Summit Full timeCommercial Account Executive (Small to Middle Market)4 days ago Be among the first 25 applicantsAbout SummitPrivate-equity fueled consolidators have aggressively rolled up brokerages and aren’t slowing down, severely limiting competition in the commercial insurance market. Through our hundreds of thousands of customer interactions, one thing remains clear:...
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Commercial Account Executive
1 week ago
Kelowna, Canada Summit Full timeAbout Summit Private‑equity fueled consolidators have aggressively rolled up brokerages and aren’t slowing down, severely limiting competition in the commercial insurance market. Through our hundreds of thousands of customer interactions, one thing remains clear: small to middle‑market businesses in Canada remain extremely underserved and are starving...
