Personal Lines Account Manager

About Us

As a boutique Commercial Insurance Brokerage, KASE Insurance is redefining the way businesses buy insurance services through leading products and service innovation. Thanks to the implementation of the latest insurance tech and strong partnerships with top Canadian and International insurance carriers, we are proud to be a Top 10 Commercial Insurance Brokerage in Canada as selected by Business Canada Magazine.

At KASE Insurance, we challenge the status quo. We are dedicated to changing the insurance landscape and are looking for bold, uncompromising trailblazers to join our team. In the process, we can turn the insurance industry on its head, and help you unleash your true potential.

What We Offer You

The advantages of working at KASE extend far beyond working with dedicated, like-minded professionals who strive to learn from one another.

  • An unrivaled Corporate Culture, where diversity is valued and friendly competition is encouraged
  • A company dedicated to Corporate Social Responsibility
  • A competitive Employee Health & Dental Benefits program including Long Term Disability
  • Unlimited Vacation
  • Career Mentoring Programs led by our Managing Partners
  • Access to ongoing Training & Development by Insurance Leaders
  • RIBO, CAIB, and other designation education reimbursement
  • Quarterly Team Outings
  • Competitive Salaries

What You Bring

KASE is looking for an experienced Personal Lines Account Manager who has a positive attitude, strong work ethic, supreme customer service skills, and an eye for detail. This role works alongside the Account Executive and Account Management Team.

Our Ideal Candidate

  • Excellent written and verbal communication
  • An eye for detail
  • Organized, multi-tasker, and self-motivated
  • Highly empathetic, positive, and competitive
  • A passion for learning and improving
  • Professional, friendly, and respectful in all interactions with clients and colleagues
  • Natural problem solver that identifies solutions and is adaptable to change
  • Ability to think quickly and learn fast and sound decision-maker
  • Post Secondary Diploma is an asset
  • RIBO license in good standing
  • CAIB or CIP Designation or demonstrated progress towards attaining certification
  • Minimum of 2-3 years of Insurance experience, specifically Personal Insurance products
  • Above-average Microsoft Office skills and working knowledge of BMS systems such as EPIC

Job Summary

  • Manage the complete customer service experience for clients in the assigned book of business including handling general inquiries, managing policy changes, reviewing policy documents, reporting and following up on claims, etc.  
  • Provide advice and counsel on personal lines matters
  • Ensure maximum retention of assigned personal lines book of business
  • Ensure that all policy documentation is managed and communicated in a timely manner to clients.
  • Assist with policy invoicing and the collection of outstanding accounts receivable.
  • Thoroughly document all client and underwriter communications in the Broker Management System (BMS).
  • Upgrade processes and procedures to help us adapt to the growth that our brokerage is experiencing.
  • Represent KASE Insurance at industry events, build relationships with the insurance carriers.
  • Be a KASE Ambassador, promote KASE through Social Media and LinkedIn 
  • Monitor and meet all RIBO Continuing Education Requirements
  • Other duties as assigned

    Read what clients have to say about KASE

    By far the most professional and trustworthy insurance brokerage I have known. We have been working with this firm for number of years now and I have nothing but good to say about their team and services. Stan and his team won't stop until we are fully satisfied. They are always on top of things, super fast in their assistance and very professional. I highly recommend this firm to anyone seeking for great insurance brokerage to work with. Big Thank You to Stan and Kase Insurance for many many years of great service!

    Reviewer: Alex K

    Logo

    5 out of 5 stars

    Stan and is team at KASE Insurance have been fantastic in explaining what insurance we needed for our business. Very hands on approach and detailed. I work highly recommend KASE Insurance for any business owner looking for great service.

    Reviewer: Kyle Grooms

    Logo

    5 out of 5 stars

    The KASE team is very easy to work with. They answer your questions quickly, walk you through the process patiently, and find you great rates. We've been working with them for a few years and we haven't felt the need to shop elsewhere because of their customer service.

    Reviewer: Sasha Boersma

    Logo

    5 out of 5 stars

     

    READ WHAT CUSTOMERS HAVE TO SAY ABOUT KASE