Account Assistant

About the Role

The 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. The ideal candidate possesses strong organizational skills and meticulous attention to detail.

Administration & Quality Control

• Manage the end-to-end Certificates of Insurance process,  including request verification, generation, carrier submission for approval, and final client delivery.
• Conduct quality control reviews of all new business and renewal policy documents against original quotes/binders. Flag discrepancies, and ensure final policy documents are accurately delivered to the client. 

Policy Maintenance and Endorsement Processing

• Handle all non-complex endorsement requests, managing client communication regarding policy changes, submitting change requests to the carrier, and obtaining quotes when required.
• Utilize HubSpot to establish and manage follow-up tasks, ensuring all policy changes and endorsements are processed in a timely manner.
• Process finalized endorsements and coordinate with the finance team to send payment instructions for any resulting additional or return premiums.

• Complete the internal claims intake form, report the claim promptly to the appropriate insurance carrier, and track progress by following up with adjusters and Account Executives (AEs) for updates.
• Proactively monitor overdue policy documents, follow up with carriers, and provide internal status updates
• Assist with general administrative tasks related to client onboarding, policy management, and servicing of the commercial book of business.

Skills & Qualifications

• Level 1 license or to be obtained upon hire (Level 2 and RIBO an asset)
• 1-2 years proven administrative experience, preferably within a commercial insurance or financial services environment
• Strong ability to build relationships, provide exceptional service, and create a seamless insurance experience.
• Exceptional attention to detail and the ability to manage multiple clients, deadlines, and policies at once.
• Proficient in using agency management systems and CRM software (Acturis, HubSpot, or similar). Demonstrated ability to quickly learn and adopt new technologies and internal platforms is essential.
• Excellent written and verbal communication skills and a collaborative approach for effective partnership with clients, carriers, and internal teams.

Perks We Offer at Summit

• Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team.
• Modern Workspace: Work from our brand-new, state-of-the-art offices in downtown Kelowna and Winnipeg. Enjoy a flexible hybrid model designed to support collaboration, focus, and balance.
• Technology-Driven Culture: Work with cutting-edge tools and custom built technology to get time back in your day. Laptops & equipment provided to all staff.
• Comprehensive Benefits: Access to flexible health, mental health, dental plans tailored to your lifestyle, and competitive vacation and personal day allotments. 
• Supportive Team: Participate in daily team huddles and collaborative events as part of a values-driven culture.

Our Values

At Summit, our values guide everything we do:

• Transparency: We build trust through open and honest communication.
• Sustainability: We create lasting solutions for our team, partnerships, and communities.
• Ownership: We take accountability for our actions, celebrate victories, and learn from mistakes.
• Impact: We think big and aim to make a difference in everything we do, both in business and for social good.

If you're ready to take the next step in your career and help build a new-age commercial insurance brokerage, we want to hear from you.

Summit is an inclusive employer that celebrates diversity. We encourage applications from all qualified candidates and are committed to providing accommodations during the hiring process. While we thank all applicants for their interest, only those selected for an interview will be contacted.

Compensation: $52,000 - $65,000 OTE

Join us in building the commercial brokerage of the future