Client Assistant

Building the commercial brokerage of the future. Summit is a national commercial insurance firm headquartered in Kelowna and serving the majority of Canada.

Our mission is to create value through transparency and change the way people feel about insurance. If you want to work with a commercial insurance brokerage that puts people first and values transparency, sustainability, ownership, and impact, then Summit is the right choice for your career path.

Summit is a team of empowered and driven individuals who live our core values every day. Being a part of Summit offers a chance for the right applicant to make a name for themselves, and help build Summit as a leader in the Canadian Commercial Insurance market. As we continue to grow and help define the future of the insurance industry, we're on the lookout for a dynamic service assistant.

Position Overview

The Client Assistant role at Summit is a fantastic opportunity for someone with a passion for client service and support, and it plays a pivotal part in our commitment to providing exceptional service to our clients. This position is instrumental in assisting and supporting our Account Managers and the Account Management and Customer Success functions as a whole.

Key Responsibilities:

• Provide administrative support to Account Managers, ensuring efficient handling of client accounts.

• Act as a point of contact for clients, addressing inquiries and directing them to the appropriate team member.
• Assist in the preparation and maintenance of client files and documentation.
• Coordinate and schedule meetings and appointments for Account Managers.
• Facilitate communication between clients and Account Managers, ensuring that all client requests and questions are addressed promptly.
• Assist in the creation of reports and presentations for client meetings.
• Support the team in client onboarding processes, ensuring a smooth and welcoming experience.
• Maintain up-to-date knowledge of our products and services to assist in client interactions.
• Collaborate with various internal teams to address client needs and contribute to project completion.
• Manage and organize client-related data and correspondence efficiently.
• Contribute to the continuous improvement of client service processes and procedures.

Qualifications:

• Proven experience in a support role, preferably within a client service or administrative capacity.
• Excellent organizational and multitasking skills, with a keen eye for detail.
• Strong communication skills, both written and verbal, and a professional demeanor.
• Ability to work effectively in a team environment, as well as independently.
• Proficiency in office software and tools, with an ability to learn new systems quickly. Experience with Hubspot or Acturis is an asset.
• High school diploma required; further education or certifications in business, administration, or related fields are a plus.
• Level 1 Insurance License or willing to achieve within the first 30 days of employment.

What Summit Offers You:

• Pivotal Role: A chance to steer the sales direction of a transformative brokerage firm.
• State-of-the-Art Facilities: Work in a modern office setting in the heart of Kelowna.
• Flexibility: Option to tailor your work environment, including remote work possibilities.
• Cutting-Edge Technology: Equipped with the latest tools to ensure efficient operations.
• Health & Well-being: Comprehensive health package, encompassing both physical and mental well-being.
• Engaging Culture: Foster team spirit with daily huddles and collaborative events.

The compensation range for this role is $50,000 - $70,000 annually, based on qualifications and experience.

At Summit, every action, every decision is guided by our values: Transparency, Sustainability, Ownership, and Impact.

If our mission speaks to your professional aspirations, connect with us and tell us why you're the right leader for Summit.

Summit advocates a diverse work environment and stands as an equal opportunity employer. We’re committed to providing accommodations as needed during the hiring process. Your application will remain confidential.

While we appreciate the time and effort of every applicant, only those shortlisted will be contacted for the next steps.