Senior Manager, Life & Group Benefits

Summit is a boutique commercial insurance firm headquartered in Kelowna, serving clients across Canada. Our mission is to create value through transparency and change the way people feel about insurance and benefits. We’re building out a Life & Group Benefits division to enhance our service offering, support cross-selling within our current book of business, and meet the growing demand for employee benefits expertise. If you are passionate about establishing and growing a Life & Group Benefits division, value transparency, ownership, and impact, and are ready to take on a senior leadership role in a forward-thinking environment, Summit is the right choice for your career path. Summit is a team of empowered, driven individuals who live our core values every day. Joining Summit in this pivotal role offers an opportunity to shape our benefits division from the ground up, providing innovative and customer-first solutions to businesses across Canada. Summit is seeking a dynamic and strategic Senior Manager, Life & Group Benefits to spearhead the development and management of our Life & Group Benefits division. This role will be instrumental in building and scaling our Employee Benefits vertical, enabling cross-sell opportunities with our existing clients, prospecting new clients, and recruiting and leading a specialized benefits sales team. You’ll bring a strong understanding of the group benefits landscape, a network in the industry, and the leadership skills needed to build a high-performing team. Responsibilities Develop and Execute the Division Strategy : Build out the vision, goals, and strategy for the Life & Group Benefits division, aligning with Summit’s mission and values. Cross-Sell and Upsell Opportunities : Work closely with the commercial insurance team to identify cross-sell opportunities within Summit’s current client portfolio. Prospect New Clients : Drive new business acquisition by targeting companies seeking high-quality, customized life and benefits solutions. Build and Lead a Team : Recruit, train, and mentor a sales team dedicated to Employee Benefits, fostering a high-performance culture focused on client-centric solutions and division growth. Client Relationship Management : Develop and maintain relationships with key decision-makers within prospective and existing client organizations, offering guidance and insights into the benefits landscape. Product Development and Customization : Work closely with insurance carriers and industry partners to create and tailor group benefits packages that meet the unique needs of our clients. Sales Enablement and Support : Develop and implement best practices, sales materials, and processes to ensure the team can deliver exceptional client experiences from prospecting through to renewal. Market and Industry Insights : Stay on top of industry trends, regulatory changes, and competitor offerings, ensuring Summit’s Employee Benefits products remain competitive and innovative. Provide Feedback and Strategic Insights : Share insights and recommendations with Summit’s executive team to continuously refine and improve the Employee Benefits offering. Skills & Qualifications Industry Experience : 7+ years of experience in Life & Group Benefits sales, with at least 3 years in a leadership or management role. Eligible to be the Designated Representative for an organization. Proven Track Record : Demonstrated success in sales and client acquisition in the group benefits or employee benefits sector, with experience in both cross-selling and new business development. Leadership : Experience building, managing, and scaling a sales team, with a focus on high-performance and employee engagement. Relationship Building : Strong interpersonal skills with a demonstrated ability to cultivate and maintain long-lasting client and partner relationships. Strategic Acumen : Ability to set and execute a growth strategy, with an understanding of both the group benefits landscape and the unique challenges and opportunities it presents. Regulatory Knowledge : Up-to-date knowledge of Canadian life and group benefits regulations, compliance requirements, and industry trends. Sales Skills : Excellent negotiation, presentation, and communication skills, with a client-first approach. Perks of Working at Summit Opportunity to Build a Division : Play a pivotal role in developing a new division within a forward-thinking commercial insurance brokerage. Impactful Leadership Role : Be part of the senior management team, contributing directly to Summit’s growth and direction. Flexible Work Environment : Our contemporary office in downtown Kelowna offers a collaborative space with options for remote work. Cutting-Edge Technology : Company-provided laptops and modern technology to support your work. Comprehensive Benefits : Flexible health, dental, and mental health plans to suit all lifestyles. Employee Stock Option Plan : This role will be eligible to receive stock options as part of the overall compensation Daily Team Huddles : Foster connection and alignment within the team to drive performance and impact. Core Values Transparency. We build trust through transparency, being open and honest in all our communications. Sustainability. Our team, our partnerships, and our communities—everything we create is built to last. Ownership. We own our words and actions, taking accountability for outcomes, learning from mistakes, and celebrating victories. Impact. We think big, striving to make a difference in our work, business, and social contributions. If you’re passionate about building a Life & Group Benefits division and feel aligned with our values, we want to hear from you. Tell us why you would be a great fit for Summit. Summit is an inclusive employer that celebrates diversity in its workforce. We encourage applications from all qualified candidates and will accommodate applicants’ needs throughout the recruitment process. Please let us know if you require accommodation to ensure accessibility. Thank you to all applicants; only those selected for an interview will be contacted. #J-18808-Ljbffr