Commercial Account Manager
Summit
full-time
Posted on:
Location Type: Hybrid
Location: Kelowna • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
Requirements
- 3+ years in commercial lines account management, brokerage, or insurer role
- RIBO Level 2 (or equivalent provincial) license required
- Strong technical knowledge of commercial insurance products and coverage structures
- Outstanding organizational skills and attention to detail—nothing slips through the cracks
- Excellent verbal & written communication; ability to translate complex topics clearly
- Comfortable using systems and tools like CRM, policy management, and analytics
- Growth mindset—eager to learn, take ownership, and push for continuous improvement
Benefits
- Competitive compensation (salary, benefits, performance incentives)
- Potential equity upside for top performers
- A culture rooted in autonomy, transparency, and real impact
- Flexible work arrangements and a supportive team environment
- Real opportunity to grow your career and influence business direction
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
commercial lines account managementnegotiationproposal preparationupsellingcross-sellingdata integritypolicy managementanalyticsinsurance coverage structuresdocumentation compliance
Soft skills
organizational skillsattention to detailverbal communicationwritten communicationgrowth mindsetownershipcontinuous improvementmentoringcollaborationproblem-solving
Certifications
RIBO Level 2 license