Personal Lines Specialist at Summit (Kelowna)

Join Summit as a Personal Lines Specialist and excel in providing expert insurance advice in Kelowna. Specialize in both Property and Automobile Insurance to enhance client experiences. This role is ideal for individuals with a strong insurance background, who will manage client relationships and advise on various policies.

You will handle the complete lifecycle of client policies while seeking out cross‑selling opportunities and ensuring compliance with industry regulations.

Key Responsibilities

• Offer expert guidance on personal insurance products
• Process recent business and renewals across provinces
• Identify coverage improvements and streamline workflows
• Maintain accurate records and client communication
• Develop new business through referrals and networking

Requirements

• Level 2 insurance license mandatory
• RIBO license must be obtained within three months
• Minimum of two ...