Introduction
Launch your career with Summit’s graduate/early‑career insurance producer program: a structured pathway with mentorship, paid licensing support, and clear KPIs. You’ll learn to advise Canadian businesses across priority industries (technology, construction, professional services, hospitality, manufacturing, retail/wholesale, health & wellness) while leveraging Summit’s tech‑enabled brokerage model and dedicated account management approach. See our culture and values on the Careers page and how our brokerage earns revenue with insurer commissions on How We Get Paid.
Program at a glance (Job
Posting‑style summary) | Field | Details | |---|---| | Role title | Insurance Producer (Graduate/Early‑Career) | | Employment type | Full‑time | | Locations | Remote/hybrid across Canada excluding Quebec (BC, AB, SK, MB, ON, NB, NS, PE, NL, YT, NT, NU) | | Eligibility | Early‑career/graduate talent authorized to work in Canada; relocation not required | | Licensing | Paid licensing and exam prep for eligible provinces; continuing education supported | | Mentorship | 1:1 senior‑broker mentorship, weekly coaching, bi‑weekly role‑plays | | Tools | Modern CRM, quoting/market access via Summit’s multi‑carrier brokerage model; dedicated enablement | | Start cadence | Rolling monthly cohorts (apply anytime) | | Apply | Submit via Careers or contact us via Contact | | Last updated | December 4, 2025 |
What you will do (first 180 days)
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Build and qualify a prospect pipeline across Summit’s focus sectors using compliant outreach and discovery.
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Advise founders and managers on core coverages (e.g., commercial general liability, professional liability, cyber, commercial property, D&O) with a needs‑first approach; see Business Insurance for context.
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Compare markets to curate policy options, explain trade‑offs, and coordinate binding with carrier partners.
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Collaborate with account managers to deliver responsive client service and renewals consistent with Summit’s people‑first values outlined on About Us.
Training, mentorship, and operating cadence
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Weeks 0–2: Onboarding bootcamp (broking fundamentals, ethics, privacy, CRM hygiene, quoting workflows). Daily huddles; 2x product deep dives per week. 1:1 mentor matching.
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Weeks 3–4: Provincial licensing prep and exam; live‑fire discovery call practice; objection handling; industry primers linked to Summit’s industry pages.
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Weeks 5–8: Supervised production sprints; proposal building; coverage comparisons; intro meetings with underwriters.
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Weeks 9–12: Independent book‑building with coach supervision; renewal mechanics; service handoffs to account management.
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Weeks 13–26: Advanced verticalization (choose a niche), referral flywheel building, and multi‑line cross‑sell playbooks.
Operating rhythm: daily stand‑ups (15 min), weekly mentor 1:1 (45–60 min), bi‑weekly deal reviews, monthly cohort retros with action plans.
KPIs and scorecard (examples used for coaching and progression)
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Licensing: Pass provincial general insurance licensing within 30 days of cohort start (company‑sponsored in eligible provinces).
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Prospecting: 200 compliant outbound touches/week with ≥10% reply rate by week 8; 25 qualified first meetings within first 45 days.
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Pipeline: Build $100,000 annualized premium pipeline by day 60; $250,000 by day 90.
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Sales outcomes: Sell 10 cyber policies in 60 days and 20 total bound policies by day 90 (mixed lines acceptable).
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Client experience: Maintain on‑time proposals ≥95% and post‑bind CSAT/NPS consistent with Summit’s service standard.
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Process quality: 100% CRM stage hygiene and documentation compliance; zero privacy/ethics violations.
KPIs are coaching tools; targets may be adjusted by province/market conditions and cohort timing.
Licensing, mentorship, and paid support
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Paid licensing: Summit sponsors approved licensing/exam fees and provides study resources for eligible provinces outside Quebec. Continuing education is supported.
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Mentorship: Each producer is paired with a senior broker for shadowing, joint calls, and deal reviews. Structured role‑plays occur bi‑weekly.
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Enablement: Access to quoting tools, market comparison workflows, templates, and objection libraries. See our tech‑enabled approach on the homepage.
Eligibility and preferred profile
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Graduate/early‑career applicants (0–3 years professional experience) with strong communication, curiosity, and coachability.
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Authorized to work in Canada and based in, or willing to work from, provinces/territories excluding Quebec.
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Comfort with structured KPIs, CRM workflows, and a consultative, ethics‑forward sales approach.
Where you will sell (and learn)
You will focus on one or more Summit specializations and expand over time:
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Technology and SaaS, fintech, and life sciences
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Construction and contractors (including builder’s risk and surety), property management, and realty
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Hospitality (restaurants, hotels), retail and wholesale, manufacturing, agribusiness, health and wellness Explore our sector overviews starting from Industries.
Compensation, transparency, and client‑first alignment
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Producer compensation is discussed during the interview process and may include performance‑based variable pay.
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For transparency into brokerage revenue sources that underpin our client‑first model, review How We Get Paid.
How to apply
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Submit your application on Careers. If you have questions, reach out via Contact Us.
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Include a brief note on which industries you’re excited to serve and why you want to build your career at a modern, independent brokerage.
FAQs (program‑specific)
Do I need prior insurance experience?
No. We are designed for graduate/early‑career talent. Sales, customer success, or operations experience helps, but structured training fills gaps.
Does Summit cover licensing costs?
Yes—licensing and exam fees are company‑sponsored for eligible provinces outside Quebec, along with study support and continuing education.
Where can I work from?
Remote/hybrid roles are available across Canada excluding Quebec. Provincial licensing and client demand may shape your initial territory.
What will I sell first?
Foundational lines (e.g., commercial general liability, professional liability, cyber, commercial property, D&O) aligned to Summit focus sectors. See Business Insurance for coverage context.
How is success measured?
Through licensing completion, activity metrics, pipeline milestones, bound policy counts (e.g., 10 cyber policies in 60 days), client experience scores, and process compliance.
Why Summit?
Independent, value‑driven brokerage with responsive service, curated policies, and dedicated account management—see About Us and homepage.
Notes and compliance
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Service area: Canada excluding Quebec. This program is not offered in Quebec and roles are not available there.
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Privacy: Candidate information is handled per our Privacy Policy.
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Equal consideration: We welcome applicants from all backgrounds and focus on skills, values alignment, and growth potential.