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Alera Group, Inc. · 3 days ago

Personal Lines Property and Casualty Account Manager

Milford, MA

Full-time

Hybrid

Mid Level

$55K/yr - $75K/yr

3+ years exp

Alera Group, Inc. is a leading broker of US business, and they are seeking a Personal Lines Account Manager to join their team at Kaplansky Insurance in Milford, MA. The role involves managing client accounts for personal insurance policies, providing customer service, and ensuring clients have the appropriate coverage for their needs.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Hiring Manager

Naj Olsen, SHRM-CP, CP-RM™

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 KnowledgeApplied Epic SoftwareCommunication SkillsInterpersonal SkillsProblem-Solving Skills

Required

Minimum of 3 years' experience as a Personal Lines Account Manager

Valid Massachusetts Property & Casualty License

Strong understanding of insurance products, coverages, and services

Excellent communication, interpersonal, and problem-solving skills

Proficiency with agency management software

Ability to work independently and collaboratively within a team

Preferred

Applied Epic experience

Benefits

Medical

Dental

Life and disability insurance

401k

Generous paid time off

And 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.

Founded in 2017

Deerfield, Illinois, USA

1001-5000 employees