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Summit

Private Client Advisor, Personal Lines

Summit

. Advise clients on Property Insurance for homes, high-value, rental, and vacation properties .

Posted 9/18/2026full-timeKelowna • CanadaMid-LevelSenior💰 CA$70,000 - CA$100,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in advising clients on Property and Automobile Insurance, ensuring compliance and optimal coverage while managing a personal lines book of business. Proven ability to streamline workflows, enhance client experiences, and develop new business through effective relationship management.

Highest-signal resume keywords
Level 2 Insurance LicensePersonal Lines Insurance ExperienceProperty Insurance AdvisoryAutomobile Insurance ComplianceHubSpot Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Risk AssessmentCoverage NegotiationPolicy Renewal ProcessingCross-SellingMarket Trend Monitoring
Soft Skills
Client Relationship ManagementCommunicationNegotiation
Tools & Technologies
HubSpotActuris
Certifications & Qualifications
Level 2 Insurance License (CAIB 1, 2, 3)RIBO License
Industry Keywords
Personal Lines InsuranceHigh-Net-Worth ClientsRegulatory ComplianceInsurance CoverageInsurance Programs

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • Level 2 insurance license required (CAIB 1, 2, 3)
  • RIBO license is an asset and required to obtain within 3 months of start date
  • 2+ years previous experience in personal lines insurance is an asset
  • Experience working with high-net-worth clients is an asset
  • HubSpot, Acturis, or similar system experience preferred
  • Personal auto experience is an asset
  • Ability to advise on Property Insurance across BC, AB, SK, MB, and ON
  • Ability to handle Automobile Insurance compliance and coverage in AB and ON

Benefits

Comp & perks
  • Opportunity for growth with a forward-thinking commercial brokerage
  • Flexible hybrid model
  • Laptops & equipment provided to all staff
  • Flexible health, mental health, and dental plans
  • Competitive vacation and personal day allotments
  • Daily team huddles and collaborative events
  • Supportive, values-driven culture