Private Client Advisor (Personal Lines)

About Summit

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.

Role Description

• Advise clients on all aspects of Property Insurance (homes, high‑value, rentals, vacation properties across BC, AB, SK, MB, ON) and Automobile Insurance (ensuring compliance and proper coverage in AB and ON).
• Accurately assess client risks and negotiate with insurers to secure the best coverage, pricing, and terms, including securing special endorsements or coverage exceptions.
• Efficiently handle the entire policy lifecycle: Quote & Bind new business acr...