Insurance Advisor at Summit in Kelowna

Elevate your career with Summit as a Personal Lines Specialist in Kelowna. This role focuses on delivering expert advice in Property and Automobile Insurance to enhance client satisfaction.
As a key member of the Summit team, you will manage client relationships and provide insights on various insurance policies. With a strong foundation in insurance, you will handle the complete lifecycle of client policies while identifying opportunities for cross-selling and ensuring compliance with regulatory standards.
Key Responsibilities:
• Offer expert guidance on personal insurance products
• Process new business and renewals accurately across provinces
• Identify coverage improvements and enhance workflows
• Maintain precise records and effective client communication
• Develop new business through strategic referrals and networking
Requirements:
• Level 2 insurance license is mandatory
• Obtain RIBO license within three months
• Minimum two years experience in...