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Posted 12 days ago

Personal Lines Account Manager

@ Kase Insurance

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Toronto, Ontario

HybridFull-time1+ years experience
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SIGNALS

Overview

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.

Responsibilities:

  • 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

Requirements summary:

  • 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

Tools & skills

Applied Systems EPIC

Benefits mentioned

Health insuranceDentalRetirement planPaid time offTuition support
Source and dates

Employer career site / ATS feed · workday

Employer posting date
2026-10-25
First seen by our source
2026-10-26
Source record updated
2026-11-02

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityEntry level
DepartmentBusiness operations
Experience1+ years
Hours per week40 (estimated)
Travelair: none · ground: none
Work settingOffice, Home
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Licences & certificationsRIBO, CAIB
Perks mentionedGenerous paid time off, Flexible hours, Retirement plan, Tuition support, Performance bonus, Paid training

Summary and details written by AI from the posting; the employer’s posting is the authority.

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Kase Insurance

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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

Please format & update with salary information.

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