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.
Summit is a team of empowered and high-performing individuals who live our core values every day. Being a part of Summit offers a chance for the right applicant to make a name for themselves, and help build Summit as a leader in the Canadian Commercial Insurance market.
About the role
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.
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
Skills & Qualifications
- 3+ years in commercial lines account management, brokerage, or insurer role
- RIBO Level 2 (or equivalent provincial) license preferred
- 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
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.
Compensation: $75,000 - $100,000 OTE
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.
Join us in building the commercial brokerage of the future!
