Summit

Business Analyst

• Analyze business issues and define requirements for IT solutions aligned with organizational goals
• Collaborate with program managers, project managers and project teams to gather information, model system requirements and document specifications
• Develop and implement automated system protocols to reduce manual processes and improve operational efficiency
• Develop workflow charts and diagrams to study system capabilities
• Write detailed specifications
• Create end-user documentation and deliver training for adoption of new systems
• Monitor project milestones, phases and elements for timely and budget-compliant delivery
• Perform other duties as assigned

Customer Support

• Serve as a trusted first point of contact for customers
• Deliver compassionate, professional, and accurate service through telephone, email, chat, fax, and other channels
• Handle customer inquiries and moderately complex service requests
• Listen actively, identify customer needs, and provide accurate information and solutions
• Research and resolve customer concerns to promote satisfaction, retention, and trust
• Develop and apply knowledge of company products, services, policies, procedures, and systems
• Explain products, services, features, and available options to customers
• Maintain, review, and update customer account information accurately
• Use company systems and technology tools to document interactions, research information, and track requests
• Follow established workflows, procedures, and regulatory requirements
• Meet performance expectations and service-level objectives while maintaining accuracy
• Collaborate with teammates and leadership to resolve issues
• Share knowledge, support others, and assist with departmental responsibilities and projects

Customer Service Representative

Nurse

• Review facility and professional bills against medical records, diagnoses, and agreements for appropriateness or inconsistencies
• Negotiate pre-surgical services
• Perform audits to identify potential leakage and system or procedural improvements
• Advise Claims staff on medical and cost-control procedures
• Provide technical advice to lower-level associates and other functional areas
• Assist with special projects
• Potentially oversee and coach staff and participate in talent selection, development, and performance management decisions
• Perform other assigned duties

Bill Review Nurse

Consultant

• Conduct complex risk assessments of insured properties and operations
• Provide detailed physical and operational insights to support underwriting decisions
• Identify potential risk exposures and formulate strategic recommendations to mitigate identified risks
• Analyze loss data to identify trends and implement tailored loss prevention programs
• Provide advanced technical guidance and conduct client training on safety practices and regulatory compliance
• Deliver joint marketing presentations with underwriting, claims, and sales to accounts and agents
• Coach staff when assigned
• Perform other duties as assigned

Safety and Loss Control Consultant

Technical Project Manager

• Support technical transformation initiatives
• Lead planning, estimation, implementation, and delivery of projects and programs
• Develop project plans covering milestones, deliverables, schedules, deadlines, changes, resource allocation, and budgets
• Coordinate project tasks and implement solutions under management guidance
• Develop and implement risk mitigation solutions
• Coordinate and attend project meetings and communicate across departments
• Coordinate with technology teams and clients to define and drive technical changes
• Compile project status reports and provide updates to clients and management
• Collaborate with and mentor other Project Managers
• Provide proactive leadership and oversight for internal and client initiatives, projects, and installations from concept through completion
• Ensure projects meet scope, requirements, deliverables, timeline, and required standards
• Review project status, identify risks, and communicate them
• Manage client expectations and balance Summit and client needs
• Serve as an escalation point for pre-installation client support issues
• Identify additional project work by communicating with clients and internal teams

Advisor

• Advise clients on Property Insurance for homes, high-value, rental, and vacation properties
• Advise clients on Automobile Insurance and ensure compliance and proper coverage
• Assess client risks and negotiate with insurers for coverage, pricing, terms, endorsements, and exceptions
• Quote and bind new business across multiple provinces
• Process renewals and policy changes while identifying coverage improvements and cross-selling opportunities
• Streamline workflows and enhance the client experience
• Maintain accurate records and ensure regulatory compliance and timely client follow-ups
• Monitor market trends, insurer products, rate filings, and industry updates
• Manage and grow a personal lines book of business
• Develop new business through prospecting, referrals, professional networks, and existing client relationships
• Work with external partners and associations to optimize personal insurance programs
• Act as the internal personal-lines subject-matter expert
• Establish best practices, design training materials, and provide technical coaching, especially around cross-selling

Business Analyst

Customer Service Representative

Bill Review Nurse

Safety and Loss Control Consultant

Technical Project Manager

Private Client Advisor, Personal Lines