Insurance Advisor

Role Overview

• The Business Growth Specialist is a full-cycle inbound sales role dedicated to helping commercial clients secure the right insurance solutions quickly and confidently.
• You are responsible for managing leads from first touch all the way through quoting, marketing, advising, and binding the policy.
• You won't be chasing stale leads; you'll be the engine driving our small business segment by converting high-quality inbound opportunities into real clients.
• Master the inbound engine here, and you'll have a clear, accelerated path to highly specialized and lucrative roles like Mid-Market or Vertical-Specialized Account Executive.
• Your mission is simple: Acquisition. You will focus exclusively on bringing new business in the door.
• No renewal paperwork, just pure, high-impact selling and delivering an exceptional first-year client experience.
• Manage inbound leads from all channels (web, phone, email, etc.) through qualification, quoting, proposal, and binding to achieve consistent monthly new business production aligned with sales targets.
• Qualify prospects to understand their operations and needs, and maintain strong follow-up discipline to achieve a high conversion rate from inbound lead to bound policy.
• Confidently advise small business owners on appropriate coverage options, gather underwriting data, and manage the full quoting process to earn strong client satisfaction and positive feedback.
• Leverage internal tools and systems to deliver fast turnaround times on quoting and binding while ensuring all documentation and client files are clean, accurate, and audit ready (e.g., in HubSpot).
• Deliver fast, and build trust through education and clear guidance, minimizing client drop-off during the process.
• Adhere to Summit’s sales workflows, manage the pipeline status diligently, and utilize quote/bind platforms efficiently to ensure compliance with all internal and regulatory requirements.
• Provide constructive feedback to underwriting and product teams on market trends, and partner with marketing on lead quality insights to support the development of new offerings and demonstrate clear improvement in commercial insurance knowledge and technical competency.

Requirements

• 1–3 years of experience in sales, business development, or client-facing roles, ideally within a high-volume setting.
• Nice to have: 1+ year of experience managing the full auto insurance sales lifecycle, from lead generation and risk assessment to quoting and policy binding.
• CAIB 1 license minimum, (RIBO must be obtained within 60 days of hire, CAIB 2 must be obtained within 90 days of hire).
• Ability to obtain and maintain provincial insurance licensing in all provinces where Summit operates.
• Possesses a strong desire to be successful, proactively manages their own pipeline, and is driven by performance metrics and achieving targets.
• The ability to consistently rebound from rejection ("hearing no") and maintain a positive, high-energy approach to every new inbound lead.
• A natural ability to quickly build trust, provide exceptional service, and guide clients through a seamless, consultative insurance experience.
• Exceptional attention to detail to ensure accuracy in all policy documentation, quoting, and client data.
• Proficient in using agency management systems and CRM software is an asset (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.
• A genuine commitment to continuous learning and building deep insurance expertise to better serve complex client needs.

Benefits

• 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.