Opportunity Description
Elevate your career at Summit Insurance as a Private Client Advisor. Provide expert advice on property and automobile insurance to high-net-worth clients across Canada in a flexible, tech-enabled environment.
In this role, you will advise clients on property and automobile insurance, ensuring compliance and optimal coverage across provinces. Leverage your expertise to assess risks, negotiate terms, and streamline the policy lifecycle. Engage in proactive business development by nurturing client relationships and generating referrals while managing a personal lines book of business. Your input will help Summit maintain its position as a forward-thinking commercial insurance brokerage.
Key Responsibilities:
• Advise clients on property and automobile insurance types
• Negotiate best terms while assessing client risks
• Manage policy lifecycle including quotes and renewals
• Identify opportunities for enhanced client experiences
• Develop new business through prospect...
In this role, you will advise clients on property and automobile insurance, ensuring compliance and optimal coverage across provinces. Leverage your expertise to assess risks, negotiate terms, and streamline the policy lifecycle. Engage in proactive business development by nurturing client relationships and generating referrals while managing a personal lines book of business. Your input will help Summit maintain its position as a forward-thinking commercial insurance brokerage.
Key Responsibilities:
• Advise clients on property and automobile insurance types
• Negotiate best terms while assessing client risks
• Manage policy lifecycle including quotes and renewals
• Identify opportunities for enhanced client experiences
• Develop new business through prospect...
Interested in this opportunity? Apply now through Expertini.
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