Junior Insurance AdvisorSummit • Kelowna, Regional District of Central Okanagan, CA

Junior Insurance Advisor

Summit • Kelowna, Regional District of Central Okanagan, CA

6 days ago

Job type

Full-time

Job description

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.

About The Role

Join Summit as a Tenant Insurance Advisor and become a core driver of our growth. The Tenant Insurance Advisor serves as the go‑to specialist for hundreds of renters across Canada each week, guiding them through securing and managing their essential tenant insurance policies.

Customer Support

Respond promptly to all tenant insurance calls and emails, ensuring professional service and clear post‑interaction documentation.
Own the daily workflow, triaging and prioritizing incoming requests across all channels to keep queues organized and under control.
Empower customers to use our online self‑service tools, and when necessary, securely process sensitive payment updates following strict privacy rules.

Policy Administration & Lifecycle Support

Use our policy and billing software to confirm coverage, manage policy documents, and execute routine changes.

Support clients through the entire policy lifecycle, including new setups, renewals, move‑related changes, and cancellations.

Minimize cancellations by proactively contacting tenants to resolve payment issues and help them maintain continuous coverage.

Guide clients through the claims process, directing them to the correct channel, gathering initial details, and submitting structured notices to the insurer.

Expert Advisory & Risk Education

Translate complex insurance terms into simple language, ensuring tenants fully understand their coverage.

Drive internal efficiency by identifying common pain points and collaborating on updates to documentation and templates.

Serve as a peer mentor for new team members by sharing expertise and best practices.

Partner Support

Liaise with property management partners to answer routine questions and ensure they understand how group and individual tenant policies satisfy lease obligations.

Ensure compliance and accuracy by strictly following all internal processes and best practices for record‑keeping and identity verification.

Skills & Qualifications

1+ years of experience in sales, customer support, or client‑facing roles, ideally within a high‑volume setting.

Willingness to obtain required industry licensing through Company support.

Ability to pass a standard criminal record check and maintain licensing in good standing.

Focused on tackling new challenges and moving the business forward without waiting to be asked.

Natural ability to quickly build trust, provide exceptional service, and guide clients through a seamless, consultative experience.

Exceptional attention to detail to ensure accuracy in all documentation and client data.

Excellent written and verbal communication skills and a collaborative approach for effective partnership with clients, carriers, and internal teams.

Demonstrated ability to quickly learn and adopt new technologies and internal platforms.

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 brand‑new state‑of‑the‑art offices in downtown Kelowna and Winnipeg with a flexible hybrid model.

Technology‑Driven Culture : Use cutting‑edge tools and custom built technology; laptops & equipment provided to all staff.

Comprehensive Benefits : Flexible health, mental health, dental plans, 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

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.

OTE : $50,000 - $60,000

Join us in building the commercial brokerage of the future!

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Junior Insurance Advisor • Kelowna, Regional District of Central Okanagan, CA

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