Personal Lines Account Manager

771 Kase Insurance; Toronto; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Commission and Bonus Structure

Top Technology and Lead Generation

Health & Dental Benefits + RRSP

Flexible Working Hours & Work fromHome

Flexible Vacation Policy

Career Mentoring Programs

Ongoing Training & Development

Education reimbursement (RIBO/CAIB)

Dedicated Account Management Team

Fully paid E&O Insurance

Job summary

771 Kase Insurance is seeking a Personal Lines Account Manager to own and support client relationships for home and auto insurance. The role requires a RIBO license, at least 1 year in insurance, and a track record of retaining clients.

You will advise on risks, manage renewals, and help grow the book of business with cross-selling opportunities. Responsibilities include submitting proposals, negotiating with carriers, and collaborating with Producers for tailored coverage.

Qualifications

• 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 negotiating renewals with carriers; CAIB or other insurance designations are encouraged.

Responsibilities

• 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.

Skills

Analytical skills

Organizational skills

Time management

Communication skills

Cross-selling

Upselling

Negotiation

Tools

Applied Systems EPIC Broker Management System

Job description

Personal 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

We know that it's the vast expertise and commitment of our teams in People Corporation and our Partner Firms that have put us where we are today. We value our employees and provide competitive salaries, a comprehensive group benefits plan, and a generous retirement savings plan. And we're in it for the long haul - once you join us, we want you to thrive.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

If you require an accommodation or an alternative format of any posting please reach out to [e-mail].

For more information on Accessibility at People Corporation, visit our link https://www.peoplecorporation.com/en-ca/accessibility-statement.