Job Description
Join Summit as a Business Growth Specialist, focusing on inbound sales and supporting commercial clients in securing insurance solutions. This role offers an accelerated path to specialized roles in insurance.
At Summit, a leading boutique commercial insurance firm in Kelowna, you will dive into a full-cycle inbound sales position. Manage incoming leads, advise small business owners on coverage, and ensure an exceptional client experience. Your mission is clear: drive new business acquisition without the hassle of renewals.
Key Responsibilities:
• Manage inbound leads through qualification and quoting
• Advise clients on appropriate coverage options
• Utilize internal tools for accurate documentation
• Maintain strong follow-up discipline for high conversions
• Provide market insights to underwriting and marketing teams
Requirements:
• 1–3 years in sales or business development
• CAIB 1 license and ability to obtain RIBO
• Strong communication skills
At Summit, a leading boutique commercial insurance firm in Kelowna, you will dive into a full-cycle inbound sales position. Manage incoming leads, advise small business owners on coverage, and ensure an exceptional client experience. Your mission is clear: drive new business acquisition without the hassle of renewals.
Key Responsibilities:
• Manage inbound leads through qualification and quoting
• Advise clients on appropriate coverage options
• Utilize internal tools for accurate documentation
• Maintain strong follow-up discipline for high conversions
• Provide market insights to underwriting and marketing teams
Requirements:
• 1–3 years in sales or business development
• CAIB 1 license and ability to obtain RIBO
• Strong communication skills
Ready to Apply?
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