Team Lead, Private Client Division

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.

We’re looking for a Team Lead, Private Client Division to join our growing personal lines team. This is a player-coach role, ideal for someone who thrives in both sales and leadership. You’ll be responsible for managing a portfolio of high-net-worth (HNW) clients and retail clients while also managing and supporting our Private Client Advisors in delivering an exceptional client experience.

Position Overview

As the Team Lead, Private Client Division, you will contribute to and drive the success of Summit’s private client team alongside our Manager, Private Client Division. You’ll lead by example - actively building a book of business while also providing mentorship, coaching, and strategic guidance to help the team achieve its goals. This role requires a balance of hands-on client management, team leadership, and process optimization to ensure Summit remains a premier provider of high-value personal insurance solutions.

Key Responsibilities

Client Management & Sales:

• Manage and grow a portfolio of high-net-worth (HNW) and retail personal lines clients, providing expert guidance on complex personal insurance needs.
• Actively prospect and develop new business opportunities through referrals, networking, and existing client relationships.
• Ensure an exceptional client experience by delivering proactive risk management advice and seamless service from quote to policy binding and beyond.
• Negotiate with insurers to secure the best coverage and pricing for clients.
  
  

Leadership & Team Development

• Serve as a mentor and coach to Private Client Advisors, providing ongoing training, support, and performance feedback worrking alongside our division lead.
• Drive a high-performance culture by setting clear expectations, tracking team goals, and fostering accountability.
• Lead team meetings and knowledge-sharing sessions to ensure alignment and continuous improvement.
• Act as the primary point of escalation for complex client situations, providing guidance and solutions.
  
  

Process & Strategy

• Work with leadership to develop and refine workflows, ensuring efficiency and best-in-class client service.
• Identify opportunities to improve the personal lines client experience and implement strategies for enhanced retention and growth.
• Collaborate with internal teams (marketing, operations, and commercial insurance) to enhance cross-selling opportunities.
• Stay informed about industry trends, market conditions, and insurer product offerings to keep Summit ahead of the curve.
  
  

Skills & Qualifications

• Licensing: Level 2 insurance license required (RIBO license is an asset).
• Experience: Minimum 5+ years in personal lines insurance, with experience working with high-net-worth clients preferred.
• Sales & Business Development: Proven track record of managing and growing a personal lines book of business.
• Leadership Abilities: Experience mentoring, coaching, or leading a team, even in an informal capacity.
• Technical Expertise: Strong understanding of high-value home, auto, collections, and specialty risk insurance products.
• Client-Centric Mindset: A passion for delivering exceptional service and building lasting client relationships.
• Problem-Solving: Ability to handle complex risk scenarios and provide strategic insurance solutions.
• Communication Skills: Strong verbal and written communication, with the ability to present confidently to clients and team members.
• Process-Oriented: Ability to optimize workflows and drive efficiencies within a team setting.
  
  

What Summit Offers You

• Leadership Opportunity: Take on a player-coach role, leading a high-performing team while growing your own book of business.
• Flexibility & Work-Life Balance: A modern, flexible work environment with remote work options available.
• Comprehensive Benefits: Access to flexible health, dental, and mental health plans tailored to your lifestyle.
• Professional Growth: Ongoing training, mentorship, and career development opportunities.
• Technology-Driven Culture: Work with cutting-edge tools and technology to enhance efficiency and client experience.
• Supportive Team: A collaborative, values-driven workplace that prioritizes ownership, transparency, and impact.
  
  

Compensation for this role is competitive and will be based on experience, with base salary plus commission and performance-based incentives.

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 on a leadership role while continuing to grow your book of business in the private client space, 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.

Join us in building the future of private client insurance in Canada!

The Pay Range For This Role Is

75,000 - 90,000 CAD per year(Canada)