Personal Lines Property and Casualty Account Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

Alera Group, Inc. · 2 weeks ago

Personal Lines Property and Casualty Account Manager

Alera Group, Inc. is looking for a Personal Lines Property & Casualty Account Manager to join their Concord, MA office. The role involves serving as the primary point of contact for clients, providing expert support on personal insurance needs, and contributing to new business sales efforts.

Employee BenefitsFinancial ServicesInsuranceRisk Management
Hiring Manager
Naj Olsen, SHRM-CP, CP-RM™
linkedin

Responsibilities

Serve as the primary point of contact for clients, providing expert support on personal insurance needs, policy renewals, claims, and updates
Review and analyze clients’ current policies, recommending tailored coverage solutions to best fit their individual needs
Identify and pursue opportunities to cross-sell or upsell additional insurance products, enhancing client protection and agency growth
Deliver exceptional customer service by resolving client concerns promptly and ensuring a positive experience
Actively contribute to new business sales efforts, acquiring new personal lines policies and earning commission-based incentives
Stay current on industry trends and policy changes to provide informed, up-to-date guidance to clients
Collaborate with team members to ensure a seamless client experience and support agency success

Qualification

Personal Lines Account ManagementMassachusetts Property & Casualty LicenseInsurance Products KnowledgeAgency Management SoftwareCommunication SkillsInterpersonal SkillsProblem-Solving SkillsTeam CollaborationIndependent Work

Required

Minimum of 2 years' experience as a Personal Lines Account Manager
Strong understanding of insurance products, coverages, and services
Excellent communication, interpersonal, and problem-solving skills
Ability to work independently and collaboratively within a team
Proficiency with agency management software

Preferred

Valid Massachusetts Property & Casualty License
Applied Epic experience

Benefits

Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more

Company

Alera Group, Inc.

twittertwittertwitter
company-logo
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Funding

Current Stage
Late Stage
Total Funding
$1.1B
Key Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity

Leadership Team

leader-logo
Jim Blue
Chief Executive Officer
linkedin
leader-logo
Alan Levitz
Executive Vice Chairman
linkedin
Company data provided by crunchbase