Personal Lines Account Manager

People Corporation; Toronto; Hybrid; CAD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Flexible Working Hours & Ability to We

Work from Home

Zusammenfassung

KASE is seeking a Personal Lines Account Manager in Toronto, Ontario, offering a hybrid work arrangement. The role centers on owning and supporting client relationships for home and Auto insurance and driving growth through cross-selling and renewals.

You will manage a book of business, advise on risk, and coordinate with carriers to secure tailored coverage while mentoring junior staff and collaborating with Producers.

Qualifikationen

• Minimum of 1 year of experience in the insurance industry.
• Current RIBO License in good standing.
• Proven track record of maintaining and retaining clients.
• Excellent communication skills and bringing a positive and energetic attitude.
• Proficiency in cross-selling and upselling.
• Experience in negotiating renewals with carriers.
• CAIB or other insurance related certifications are encouraged.

Aufgaben

• Act as the primary point of contact for an assigned book of business, building and maintaining strong, long-term relationships with clients and insurers.
• Provide expert advice on insurance risks by identifying client exposures, assessing coverage needs, and developing tailored insurance solutions.
• Strategically manage policy renewals, including reviewing coverage, marketing accounts, negotiating with insurers, and optimizing terms and pricing.
• Prepare and monitor insurance submissions, proposals, and summaries of insurance, with support from Technical Assistants on binders, certificates, billing, and related documentation.
• Negotiate with insurers in partnership with Producers to secure appropriate coverage, competitive terms, and solutions aligned with client needs.
• Manage premium collection in accordance with company standards, policies, and established timelines.
• Drive portfolio growth by identifying and pursuing cross-selling, upselling, referral, and new business opportunities within existing and prospective accounts.
• Partner with Producers to deliver integrated, client-focused insurance solutions and ensure effective account management.
• Mentor and develop Junior Account Managers and Technical Assistants by providing technical guidance, coaching, and best practices in client service and account management.

Kenntnisse

Client relationship management

Communication skills

Analytical skills

Cross-selling & upselling

Ausbildung

RIBO License

CAIB or other certifications

Tools

Applied Systems EPIC Broker Management System

Jobbeschreibung

Personal Lines Account ManagerWe use cookies and process personal data to ensure the proper functionality of our careers portal and to improve your user experience. By continuing to use this site or clicking ‘Accept,’ you agree to our use of cookies and data processing as described in our Privacy Policy.# Careers## Personal Lines Account ManagerApply: Hybrid: Toronto, ON: Full time: Posted Yesterday: JR1945Personal Lines Account Manager### ### As a Personal Lines Account Manager, you are a trusted advisor, who owns and supports client relationships and understands their home and Auto needs to provide effective insurance solutions. **What You Bring** * Minimum of 1 year of experience in the insurance industry* Current RIBO License in good standing* Proven track record of maintaining and retaining clients* Strong analytical, organizational, and time management skills* Knowledge of Applied Systems EPIC Broker Management System is preferred* Excellent communication skills and bringing a positive and energetic attitude* Proficiency in cross-selling and upselling* Experience in negotiating renewals with carriers* CAIB or other insurance related certifications are encouraged**What You'll Do**· Act as the primary point of contact for an assigned book of business, building and maintaining strong, long-term relationships with clients and insurers.· Provide expert advice on insurance risks by identifying client exposures, assessing coverage needs, and developing tailored insurance solutions.· Strategically manage policy renewals, including reviewing coverage, marketing accounts, negotiating with insurers, and optimizing terms and pricing.· Prepare and monitor insurance submissions, proposals, and summaries of insurance, with support from Technical Assistants on binders, certificates, billing, and related documentation.· Negotiate with insurers in partnership with Producers to secure appropriate coverage, competitive terms, and solutions aligned with client needs.· Manage premium collection in accordance with company standards, policies, and established timelines.· Drive portfolio growth by identifying and pursuing cross-selling, upselling, referral, and new business opportunities within existing and prospective accounts.· Partner with Producers to deliver integrated, client-focused insurance solutions and ensure effective account management.· Mentor and develop Junior Account Managers and Technical Assistants by providing technical guidance, coaching, and best practices in client service and account**What’s in it for YOU?** The advantages of working at KASE extend far beyond working with dedicated, like-minded professionals who strive to learn from one another. * Commission and Bonus Structure* Top Technology and Lead Generation Systems* A competitive Employee Health & Dental Benefits program and RRSP program* Flexible Working Hours & Ability to Work from Home* Flexible Vacation Policy* Career Mentoring Programs led by our Managing Partners* Access to ongoing Training & Development by Insurance Leaders* RIBO, CAIB, and other designation education reimbursement* A dedicated Account Management Team who supports your growing book of business