Summit Commercial Solutions Inc.
is a national insurance brokerage and risk management firm headquartered in Kelowna, British Columbia.
Summit is a cutting-edge venture-backed boutique commercial insurance firm serving clients across Canada.
Our vision is to redefine the commercial insurance landscape by combining technology and expert human guidance to create a transparent, impactful, and trust-inducing experience for businesses.
As pioneers, we are building the next-generation insurance brokerage, focused on focused on elevating our client's journey and making a positive societal impact through technology-driven risk management and insurance solutions.

Summit

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advisor

Summit is a commercial insurance brokerage specializing in custom insurance solutions for Canadian businesses. They pride themselves on creating personalized insurance policies tailored to the unique needs of each client, including various industries such as construction, technology, and health. With a focus on responsiveness and value, Summit ensures that business owners receive the best coverage options and dedicated service as their needs evolve.

Summit Commercial Solutions Inc. is a national insurance brokerage and risk management firm headquartered in Kelowna, British Columbia. Summit is a cutting-edge venture-backed boutique commercial insurance firm serving clients across Canada. Our vision is to redefine the commercial insurance landscape by combining technology and expert human guidance to create a transparent, impactful, and trust-inducing experience for businesses. As pioneers, we are building the next-generation insurance brokerage, focused on focused on elevating our client's journey and making a positive societal impact through technology-driven risk management and insurance solutions.

• Advise clients on Property Insurance for homes, high-value, rental, and vacation properties
• Advise clients on Automobile Insurance and ensure compliance and proper coverage
• Assess client risks and negotiate with insurers for coverage, pricing, terms, endorsements, and exceptions
• Quote and bind new business across multiple provinces
• Process renewals and policy changes while identifying coverage improvements and cross-selling opportunities
• Streamline workflows and enhance the client experience
• Maintain accurate records and ensure regulatory compliance and timely client follow-ups
• Monitor market trends, insurer products, rate filings, and industry updates
• Manage and grow a personal lines book of business
• Develop new business through prospecting, referrals, professional networks, and existing client relationships
• Work with external partners and associations to optimize personal insurance programs
• Act as the internal personal-lines subject-matter expert
• Establish best practices, design training materials, and provide technical coaching, especially around cross-selling

Private Client Advisor, Personal Lines

Personal Lines Advisor advising Canadian clients on property and automobile insurance. Managing policies, growing business, and improving personal-lines expertise at a tech-enabled brokerage.

Summit

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Private Client Advisor, Personal Lines

Summit