SummitVerified Job Source

Private Client Advisor (Personal Lines)

Kelowna, BC
Hybrid
Posted Sep 19, 2026
1 position

$70,000–$100,000 / year

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Employment type: Full-time
Experience level: Mid-level · 2+ years
Minimum education: Professional degree
Posting language: English
Working hours: 40 hours per week

Job summary

Advise clients on property and automobile insurance while managing the full policy lifecycle from quoting to renewals. Act as a subject-matter expert to provide technical coaching and develop best practices for the team.

Job details

.About the Role 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 across multiple provinces, and accurately process renewals and policy changes, always reviewing coverage for improvements or cross-selling opportunities. Actively identify and implement opportunities to streamline workflows and enhance the overall client experience. Ensure all records are accurate, processes adhere to regulatory requirements, and clients receive timely follow-ups. Keep up-to-date with market trends, insurer products, rate filings, and industry updates across all provinces we serve. Actively manage and grow your personal lines book of business. Proactively develop new business by prospecting, generating referrals, and leveraging your professional network and existing client relationships. Work with Summit's external partners and associations to optimize our personal insurance programs and better serve their members' needs. Act as the internal subject-matter expert for Personal-Lines. You'll establish best practices, design training materials, and provide technical coaching to elevate the team's capabilities, especially around cross-selling. Skills & Qualifications Level 2 insurance license required (CAIB 1, 2, 3) RIBO license is an asset, required to obtain within 3 months of start date 2+ years previous experience in personal lines insurance an asset Experience working with high-net-worth clients an asset Hubspot, Acturis or similar system experience preferred Personal auto experience is an asset Perks We Offer at Summit Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team. Modern Workspace: Work from our brand-new, state-of-the-art offices in downtown Kelowna and Winnipeg. Enjoy a flexible hybrid model designed to support collaboration, focus, and balance. Technology-Driven Culture: Work with cutting-edge tools and custom built technology to get time back in your day. Laptops & equipment provided to all staff. Comprehensive Benefits: Access to flexible health, mental health, dental plans tailored to your lifestyle, and competitive vacation and personal day allotments. Supportive Team: Participate in daily team huddles and collaborative events as part of a values-driven culture. Our Values At Summit, our values guide everything we do: Transparency: We build trust through open and honest communication. Sustainability: We create lasting solutions for our team, partnerships, and communities. Ownership: We take accountability for our actions, celebrate victories, and learn from mistakes. Impact: We think big and aim to make a difference in everything we do, both in business and for social good. If you’re ready to take the next step in your career and help build a new-age commercial insurance brokerage, we want to hear from you. Compensation: $70,000 - $100,000+ OTE Summit is an inclusive employer that celebrates diversity. We encourage applications from all qualified candidates and are committed to providing accommodations during the hiring process. While we thank all applicants for their interest, only those selected for an interview will be contacted. Join us in building the commercial brokerage of the future!

What you’ll do

Requirements

Requires a Level 2 insurance license and at least 2 years of experience in personal lines insurance. Experience with high-net-worth clients and insurance software systems is considered an asset.