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.
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
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.
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 StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Recent News
2025-10-21
Company data provided by crunchbase