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Publié il y a 16 jours

Personal Lines Account Manager

@ Kase Insurance

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Toronto, Ontario

HybrideTemps plein1+ ans d’expérience
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SIGNAUX

En bref

Kase Insurance is hiring a full-time Personal Lines Account Manager to serve as the primary contact for an assigned book of home and auto clients. The role covers relationship management, risk assessment, policy renewals, insurer negotiation and premium collection. The posting states a RIBO licence, at least one year of insurance experience and benefits including commission, health and dental coverage and RRSP matching, but does not state a salary.

Responsabilités :

  • Serve as primary contact for an assigned book of business
  • Assess client insurance risks and develop tailored coverage
  • Manage policy renewals and negotiate with insurers
  • Drive portfolio growth through cross-selling and upselling
  • Mentor junior account managers and technical assistants

Résumé des exigences :

  • Minimum 1 year of insurance industry experience
  • Current RIBO licence in good standing
  • Proven track record of client retention
  • Proficiency in cross-selling and upselling
  • Experience negotiating renewals with carriers
  • CAIB or related certification encouraged

Outils et compétences

Applied Systems EPIC

Avantages mentionnés

Assurance maladieSoins dentairesRégime de retraiteCongés payésAide aux études
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-10-25
Première détection par notre source
2026-10-26
Mise à jour du dossier source
2026-11-09

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineOpérations
Expérience1 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau, Domicile
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsRIBO, CAIB
Avantages mentionnésCongés payés généreux, Horaire flexible, Régime de retraite, Aide aux études, Prime de rendement, Formation payée

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Kase Insurance

Toutes ses offres
ChampValeur
Offres sur Jobsy4
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

Please format & update with salary information.

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