Account Executive (SME)

Summit Commercial Solutions Open · verified Sep 13, 2026

Kelowna CalgaryEdmonton +5 Full-time Mid-level Account Executive

Mid-level Account Executive role at Summit Commercial Solutions. Kelowna · full-time · CA$100,000–CA$200,000 base.

On-target earningsStated by Summit Commercial Solutions

CA$100,000 – CA$200,000

On-target earnings for this role, in CAD per year, as published in the posting. Base plus commission; the split is in the posting.

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

You'll handle warm leads, run discovery calls, and keep prospects moving toward a sale
You'll build a commercial client pipeline through outbound prospecting, networking, and consistent follow-up
You'll evaluate business risks and recommend coverage and risk-reduction approaches that fit each client
You'll coordinate with account management and sales development to secure carrier options and complete handoffs
You'll guide clients from gathering information through quoting and binding while improving processes and products

What you bring

You hold a level-two insurance license; a RIBO license is an asset
You bring at least three years in insurance sales, production underwriting, or commercial marketing
You have commercial lines experience and a record of meeting or surpassing sales targets
You communicate clearly, stay organized across multiple clients, and document coverage decisions carefully
You are independent, persistent, competitive, and comfortable working in a fast-moving environment

Who this fits

You’ll suit a sales-focused professional who puts customers first, enjoys prospecting, and can explain complex insurance topics clearly. The role is based in Kelowna, with flexible work-from-home options, and involves local industry events, team collaboration, and client-facing work. Summit also looks for someone who values transparency, sustainability, ownership, and impact.

From the employer

About Summit

Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving most 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.

If you’re a sales-driven professional with a customer-first mindset who thrives in a fast-paced, high-performance team environment, Summit is the place to grow your career.

We’re looking for a Commercial Account Executive to join our team. This is a fantastic opportunity for someone who holds themselves to the highest standards, aligns their success with that of the customer, and is eager to help shape the future of the Canadian commercial insurance market.

About the role

As a Commercial Account Executive, you will manage and grow a portfolio of commercial insurance clients, focusing on delivering exceptional service while driving sales and growth. You’ll work with a variety of industries, assessing their unique needs, providing tailored coverage solutions, and ensuring a seamless client experience from quote to bind.

Lead Management: Handle warm commercial insurance leads & appointments provided by Summit's Sales Development Team, ensuring timely and professional engagement on discovery calls.
Prospecting & Sales: Consistently prospect new business by leveraging our data-driven outbound sales training programs, competitive intelligence tools, and our highly automated CRM which is custom-built for commercial insurance. Manage and grow a sustainable sales pipeline.
Networking: Attend local industry events to represent Summit in the marketplace with a high level of professionalism. Expand your network for new business and strengthen key underwriting relationships.
Front Line Underwriting: Assess prospective clients’ risk profiles, advise on risk mitigation strategies and provide creative coverage solutions tailored to their needs.
Collaboration with Account Management: Work with our Account Management team to market leads to a variety of carriers and secure the best solutions for clients. Ensure a smooth client handoff to Account Management for day to day servicing, while maintaining strong relationships with clients.
Collaboration with Sales Development: Foster a close working relationship with our Sales Development team, who are supporting with top of funnel sales pipeline development. Ensure communication is consistent.
Customer Engagement: Persistently follow up with leads to convert requests for insurance into loyal customers.
Seamless Client Experience: Guide clients through the entire process—from information gathering to quote and binding—ensuring a smooth and efficient journey.
Process Improvement: Identify opportunities for operational enhancements and provide feedback to improve overall customer experience or internal broking process.
Product Insights: Share insights and feedback to enhance Summit’s commercial product offerings over time.

Skills & Qualifications

Licensing: Level 2 insurance license required (RIBO license is an asset).
Experience: Minimum 3 years in an insurance sales, production underwriting, or commercial marketing role. Commercial lines experience is required.
Sales & Production: A passion for sales and production, with a proven history of meeting and exceeding performance targets.
Systems: Familiar with CRM (Hubspot), sales intelligence, e-signature, and other leading software is a plus.
Persistence: Motivated and tenacious in pursuing leads and closing deals. Not afraid to pick up the phone.
Communication Skills: Excellent written and verbal communication skills, with the ability to explain complex concepts clearly.
Organizational Skills: Strong attention to detail and the ability to manage multiple clients simultaneously. Always documenting notes such as declined coverages, property valuations, and more for E&O purposes.
Self-Starter: Independent, self-motivated, ambitious, and competitive, thriving in a fast-paced environment.

Perks We Offer at Summit

Opportunity for Growth: Work with a forward-thinking commercial brokerage and be part of an innovative, growing team.
Modern Workspace: Enjoy a state of the art, brand new office in downtown Kelowna, with flexible work-from-home arrangements available.
Technology-Driven Culture: Work with cutting-edge tools and custom built technology to get time back in your day. Laptops & equipment provided to all staff.
Comprehensive Benefits: Access to flexible health, mental health, and dental plans tailored to your lifestyle.
Supportive Team: Participate in daily team huddles and collaborative events as part of a values-driven culture.

Our Values

At Summit, our values guide everything we do:

Transparency: We build trust through open and honest communication.
Sustainability: We create lasting solutions for our team, partnerships, and communities.
Ownership: We take accountability for our actions, celebrate victories, and learn from mistakes.
Impact: We think big and aim to make a difference in everything we do, both in business and for social good.

If you’re ready to take the next step in your career and help build a new-age commercial insurance brokerage, we want to hear from you.

Summit is an inclusive employer that celebrates diversity. We encourage applications from all qualified candidates and are committed to providing accommodations during the hiring process. While we thank all applicants for their interest, only those selected for an interview will be contacted.

$100,000 - $200,000+ OTE (100% Commission in Year 2)

Join us in building the commercial brokerage of the future!