Commercial Account Manager

**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.

**The Opportunity**:
As 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 Do**:
**Client Relationship & Portfolio Management**:

- Serve as the primary client contact on a defined portfolio of commercial accounts
- Proactively engage clients well ahead of renewal dates to assess evolving needs
- Collaborate with brokers to market, remarket, and renew accounts to secure optimal terms
- Respond to client inquiries regarding coverage, policy changes, COIs, and mid-term adjustments
- Identify opportunities for upsell, cross-sell, or referrals

**Technical & Underwriting Coordination**:

- Review submission materials, prepare and present proposals, negotiate with insurers
- Secure favourable terms via insurer engagement and thoughtful positioning
- Maintain robust understanding of commercial lines coverages (property, liability, auto, etc.)
- Ensure all documentation, binders, and endorsements are accurate and compliant

**Operational Workflow & Systems**:

- Maintain data integrity in our CRM and policy systems
- Ensure policy documents, invoices, and binders are uploaded, shared, and tracked properly
- Support internal workflows tied to onboarding, renewals, and client satisfaction surveys
- Flag process gaps or inefficiencies and suggest improvements

**Team Collaboration & Professional Growth**:

- Participate in standups, trainings, and 1:1 coaching with leadership
- Collaborate on cross-functional initiatives (e.g. new product launches, service enhancements)
- Help mentor junior staff or support onboarding of new teammates

**What You Bring**:

- 3+ years in commercial lines account management, brokerage, or insurer role
- RIBO Level 2 (or equivalent provincial) license required
- Strong technical knowledge of commercial insurance products and coverage structures
- Outstanding organizational skills and attention to detail—nothing slips through the cracks
- Excellent verbal & written communication; ability to translate complex topics clearly
- Comfortable using systems and tools like CRM, policy management, and analytics
- Growth mindset—eager to learn, take ownership, and push for continuous improvement

**Why Join Summit?**:

- Be part of a high-growth, mission-driven brokerage transforming insurance in Canada
- Competitive compensation (salary, benefits, performance incentives)
- Potential equity upside for top performers
- A culture rooted in autonomy, transparency, and real impact
- Flexible work arrangements and a supportive team environment
- Real opportunity to grow your career and influence business direction

Summit 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.