Client Success Specialist

**About Summit**

Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving most of Canada.

Summit is a venture-backed, tech-enabled commercial insurance brokerage building the future of insurance in Canada. We serve high-growth businesses across multiple industries and are redefining what it means to be a modern brokerage. With our strong values—**Sustainability, Ownership, Transparency, and Impact**—we’re building a team that moves fast, supports each other, and raises the bar.

**The Opportunity**:
As a **Client Success Specialist**, you’ll play a key support role in ensuring our commercial clients receive fast, reliable, and proactive service across renewals, onboarding, and upsell opportunities. You’ll collaborate directly with the Client Success Team Lead and be the backbone of our service delivery model—ensuring our tech tools, communication cadence, and operational workflows run smoothly.

**What You’ll Do**:
**Client Service & Renewal Support**:

- Track upcoming renewals and ensure clients are engaged well in advance of expiry dates
- Proactively market and remarket policies to ensure clients receive the best possible coverage and pricing year after year
- Prepare renewal documentation, request updated underwriting info, and coordinate quote comparisons
- Monitor key accounts in HubSpot and our policy systems for service tasks, mid-term changes, or gaps Assist in delivering exceptional client experience—responding to client questions, COIs, and policy updates in a timely manner

**Workflow & Operations**:

- Maintain data hygiene in our CRM and policy systems
- Ensure policy documents, binders, and invoices are uploaded, shared, and tracked accurately
- Support automation workflows tied to onboarding, renewals, and NPS/CES surveys
- Flag process bottlenecks or inconsistencies and suggest optimizations

**Team Collaboration & Development**:

- Participate in weekly standups, training sessions, and 1:1 coaching with the Team Lead
- Collaborate on upsell and cross-sell campaigns for coverage expansions (e.g., Cyber, Crime, Legal Expense) Assist with onboarding new teammates as the team scales

**What You Bring**:

- 1-3 years in an account coordination, customer service, or brokerage support role (Level 2 insurance license preferred)
- Exceptional organization and follow-through—nothing slips through the cracks
- Strong written and verbal communication
- Comfortable with tools like HubSpot, Google Workspace
- Eager to learn and grow in a client-facing insurance role
- RIBO licensed (or willing to pursue licensing within 90 days)

**Why Join Summit?**:

- Be a key builder at a high-growth, venture-backed brokerage redefining an outdated industry
- Competitive compensation, including salary, benefits, and potential equity
- A high-autonomy culture rooted in transparency, ownership, and real impact
- Flexible work arrangements with a supportive and driven team
- The chance to grow with us—we believe in investing in people as we scale

At Summit, our actions and decisions are guided by our core values: Transparency, Sustainability, Ownership, and Impact. If you’re passionate about recruiting, people ops, and contributing to a growing, innovative company, we’d love to hear from you.

Summit is an equal opportunity employer that values diversity. We are committed to providing accommodations during the hiring process as needed. While we thank all applicants for their interest, only those selected for an interview will be contacted.

Join us in shaping the future of commercial insurance in Canada