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.
The Opportunity
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.
What You'll Do
#
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
What You Bring
3+ years in commercial lines account management, brokerage, or insurer role
RIBO Level 2 (or equivalent provincial) license required
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
Why Join Summit?
Be part of a high-growth, mission-driven brokerage transforming insurance in Canada
Competitive compensation (salary, benefits, performance incentives)
Potential equity upside for top performers
A culture rooted in autonomy, transparency, and real impact
Flexible work arrangements and a supportive team environment
Real opportunity to grow your career and influence business direction
Summit is an equal opportunity employer and values diversity. We provide accommodations throughout the hiring process as needed. While we appreciate all applicants, only those selected for an interview will be contacted.
Apply now
and help us build the future of commercial insurance, one relationship at a time.
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