Summit

Insurance

• The Business Growth Specialist is a full-cycle inbound sales role dedicated to helping commercial clients secure the right insurance solutions quickly and confidently.
• Responsible for managing leads from first touch all the way through quoting, marketing, advising, and binding the policy.
• Focus exclusively on bringing new business in the door, no renewal paperwork.
• Manage inbound leads from all channels (web, phone, email, etc.) through qualification, quoting, proposal, and binding to achieve consistent monthly new business production aligned with sales targets.
• Qualify prospects to understand their operations and needs, and maintain strong follow-up discipline to achieve a high conversion rate from inbound lead to bound policy.
• Confidently advise small business owners on appropriate coverage options, gather underwriting data, and manage the full quoting process to earn strong client satisfaction and positive feedback.
• Leverage internal tools and systems to deliver fast turnaround times on quoting and binding while ensuring all documentation and client files are clean, accurate, and audit ready (e.g., in HubSpot).
• Adhere to Summit’s sales workflows, manage the pipeline status diligently, and utilize quote/bind platforms efficiently to ensure compliance with all internal and regulatory requirements.
• Provide constructive feedback to underwriting and product teams on market trends, and partner with marketing on lead quality insights to support the development of new offerings and demonstrate clear improvement in commercial insurance knowledge and technical competency.

Insurance Advisor

Sales Development Rep

• Actively identify and pursue new business opportunities within the commercial insurance market.
• Utilize various methods such as cold calling, networking, lead nurturing, and social media engagement to generate leads.
• Efficiently qualify leads and schedule appointments for Commercial Account Executives.
• Conduct in-depth research on potential clients to understand their insurance needs and business challenges.
• Work closely with the sales team, particularly Commercial Account Executives, to ensure a seamless transition of leads.
• Maintain accurate records of all lead generation activities in our Customer Relationship Management (CRM) system (Hubspot).

Sales Development Representative

Account Manager

• Serve as the primary client contact on a defined portfolio of commercial accounts
• Proactively engage clients well ahead of renewal dates to assess evolving needs
• Collaborate with brokers to market, remarket, and renew accounts to secure optimal terms
• Respond to client inquiries regarding coverage, policy changes, COIs, and mid-term adjustments
• Identify opportunities for upsell, cross-sell, or referrals
• Review submission materials, prepare and present proposals, negotiate with insurers
• Secure favourable terms via insurer engagement and thoughtful positioning
• Maintain robust understanding of commercial lines coverages (property, liability, auto, etc.)
• Ensure all documentation, binders, and endorsements are accurate and compliant
• Maintain data integrity in our CRM and policy systems
• Ensure policy documents, invoices, and binders are uploaded, shared, and tracked properly
• Support internal workflows tied to onboarding, renewals, and client satisfaction surveys
• Flag process gaps or inefficiencies and suggest improvements
• Participate in standups, trainings, and 1:1 coaching with leadership
• Collaborate on cross-functional initiatives (e.g. new product launches, service enhancements)
• Help mentor junior staff or support onboarding of new teammates

Insurance Advisor

Sales Development Representative

Commercial Account Manager