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About the Role
As a Personal Lines Account Manager, you are a trusted advisor who owns and supports client relationships, understanding their home and Auto needs to provide effective insurance solutions.
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 management.
Requirements
- Minimum of 1 year of experience in the insurance industry
- Current RIBO License in good standing
- Proven track record of maintaining and retaining clients
- Knowledge of Applied Systems EPIC Broker Management System is preferred
- Experience in negotiating renewals with carriers
Skills
- Strong analytical, organizational, and time management skills
- Excellent communication skills
- Positive and energetic attitude
- Proficiency in cross-selling and upselling
Location
- Work from Home
Work Type
- Flexible Working Hours
- Work from Home
Experience Level
- 1 year of experience in the insurance industry
Education Level
- CAIB or other insurance related certifications are encouraged
- RIBO, CAIB, and other designation education reimbursement
Salary/Compensations
- Commission and Bonus Structure
Benefits
- Competitive Employee Health & Dental Benefits program
- RRSP program
- Flexible Vacation Policy
- Career Mentoring Programs led by our Managing Partners
- Access to ongoing Training & Development by Insurance Leaders
- Fully paid E&O Insurance
About the Company
- The advantages of working at KASE extend far beyond working with dedicated, like-minded professionals who strive to learn from one another.
- Top Technology and Lead Generation Systems
- A dedicated Account Management Team who supports your growing book of business