Personal Lines Account Manager

KASE Insurance; Toronto; Hybrid; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Commission & bonus structure

Lead generation systems

Health & dental benefits

RRSP program

Flexible working hours

Work from home option

Flexible vacation policy

Mentoring programs

Ongoing training & development

E&O insurance

Job summary

KASE Insurance in Toronto is seeking a Personal Lines Account Manager to own client relationships for home and auto needs and deliver tailored insurance solutions. You will manage renewals, prepare submissions, and negotiate with insurers to secure favorable terms.

The role emphasizes cross-selling, proactive service, and driving growth within a busy book of business. Excellent communication and a proactive attitude are essential, along with RIBO licensing and CAIB or equivalent certifications

Qualifications

• Minimum 1 year of experience in the insurance industry.
• Active RIBO license in good standing.
• Proven track record of maintaining and retaining clients.
• Strong analytical, organizational, and time management skills.
• Knowledge of EPIC Broker System is preferred.
• Excellent communication, with a positive and energetic attitude.

Responsibilities

• Act as the primary contact for an assigned book of business, building and maintaining client relationships.
• Provide expert advice on insurance risks and develop tailored solutions.
• Strategically manage policy renewals, including coverage reviews and pricing terms.
• Prepare submissions, proposals, and summaries with support from team.
• Negotiate with insurers in partnership with Producers to secure coverage.
• Manage premium collection and ensure timelines are met.
• Identify cross-selling, upselling, referrals, and new business opportunities.
• Mentor Junior Account Managers and Technical Assistants with best practices.

Skills

Insurance exp

RIBO license

Client relationships

Analytical skills

Communication

Cross-selling

Renewal negotiations

CAIB encouraged

Education

CAIB or related certifications

Tools

EPIC Broker System

Job description

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 Today: 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* Fully paid E&O Insurance