Commercial Account Manager
3 weeks ago
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.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 DoServe 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 CanadaPotential 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
5 days ago
Kelowna, British Columbia, Canada Summit Full timeThe 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...
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Commercial Special Accounts Manager
2 weeks ago
Kelowna, Canada Envision Financial Full timeWe are currently seeking a Commercial Special Accounts Manager to join our team.The Commercial Special Accounts Manager controls and manages commercial delinquency on highly complex, sensitive and/or large impact memberships and accounts under the RR40/Watchlist portfolio. Responsibilities include supporting selected RR40 & RR50 files, collecting on...
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Account Assistant
7 days ago
Kelowna, British Columbia, Canada Summit Commercial Solutions Full timeAbout the RoleThe Account Assistant is responsible for the critical administrative support, processing, and coordination of commercial insurance accounts. This role ensures the accurate, timely, and compliant handling of all essential account documentation, including certificates of insurance, policy endorsements, claims intake, and policy document delivery....
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Commercial Manager
3 weeks ago
Kelowna, Canada Maple Reinders Full timeJoin to apply for the Commercial Manager (Construction) role at Maple Reinders 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 the opportunity to work on exciting Civil and ICI...
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Sales Development Representative
2 weeks ago
Kelowna, British Columbia, Canada Summit Commercial Solutions Full timeAbout the roleActively identify and pursue new business opportunities within the commercial insurance market. Utilize various methods such as cold calling, networking, lead nurturing, and social media engagement to generate leads.Efficiently qualify leads and schedule appointments for Commercial Account Executives. Ensure that these meetings are set with...
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Commercial Project Manager
1 week ago
Kelowna, Canada Gerry Enns Contracting Full timeCommercial Project Manager | Kelowna About Gerry Enns Contracting Gerry Enns Contracting (GEC) is a community‑driven general contractor and custom builder specializing in commercial, industrial, tenant improvement, and residential construction. Proudly founded in Chilliwack, we serve clients across the Fraser Valley, Greater Vancouver, and the Okanagan,...
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Commercial Project Manager
3 weeks ago
Kelowna, Canada Emil Anderson Group Full timeCommercial Project Manager | Kelowna About Gerry Enns Contracting Gerry Enns Contracting (GEC) is a community‑driven general contractor and custom builder specializing in commercial, industrial, tenant improvement, and residential construction. Proudly founded in Chilliwack, we serve clients across the Fraser Valley, Greater Vancouver, and the Okanagan,...
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Commercial Project Manager
2 weeks ago
Kelowna, Canada Emil Anderson Group Full timeCommercial Project Manager | Kelowna About Gerry Enns Contracting Gerry Enns Contracting (GEC) is a community‑driven general contractor and custom builder specializing in commercial, industrial, tenant improvement, and residential construction. Proudly founded in Chilliwack, we serve clients across the Fraser Valley, Greater Vancouver, and the Okanagan,...
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Commercial Analyst
2 weeks ago
Kelowna, Canada Envision Financial Full timeWe are currently seeking a Commercial Analyst to join our team.The Commercial Analyst is a trainee role for future commercial sales/lending roles and incumbents in this role do not have an option to remain in this role long term. An incumbent will spend approximately two (2) years in this role and once required skill and experience level is achieved will...
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Sales Development Representative
1 week ago
Kelowna, 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 most of Canada.Our mission is to create value through transparency and change the way people feel about insurance.If you want to work with a commercial insurance brokerage that puts people first and values transparency,...
