Account Executive (SME)

About Summit

Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving most of Canada. Our mission is to create value through transparency and change the way people feel about insurance. Summit values transparency, sustainability, ownership and impact and prioritizes a people‑first culture.

About The Role

We are looking for a Commercial Account Executive to manage and grow a portfolio of commercial insurance clients, delivering exceptional service while driving sales and growth across a variety of industries. The role includes assessing needs, providing tailored coverage solutions, and ensuring a seamless client experience from quote to bind.

Responsibilities

• Lead Management: Handle warm commercial insurance leads & appointments provided by Summit's Sales Development Team, ensuring timely and professional engagement on discovery calls.
• Prospecti...