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Alera Group, Inc. · 3 days ago

Personal Lines Account Manager

Dartmouth, MA

Full-time

Hybrid

Mid Level

$58K/yr - $75K/yr

Alera Group, Inc. is a rapidly growing brokerage firm passionate about client success in various services including Employee Benefits and Property and Casualty Insurance. The Personal Lines Account Manager will build strong client relationships, conduct account reviews, and provide exceptional client service while identifying growth opportunities and ensuring compliance with underwriting guidelines.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Support agency processes, procedures, and best practices; actively participate in internal meetings and agency initiatives

Build strong client relationships by understanding decision processes, goals, and expectations, achieving 94-98% client retention

Conduct proactive account reviews, ensure compliance with underwriting guidelines, and maintain thorough documentation

Leverage technology, tools, and IT resources to maximize efficiency and enhance team performance

Provide exceptional client service—designing, presenting, and implementing comprehensive insurance and risk management solutions

Identify growth opportunities, cross-sell additional products and services, and seek referrals to expand client relationships

Commit to professional development, collaboration, and continuous improvement through training, feedback, and process optimization

Qualification

Insurance Producer LicensePersonal lines account managementIn-depth market knowledgeCommunication skillsProblem solving

Required

BA/BS Preferred

Insurance Producer License

Personal lines account management experience

In-depth knowledge of markets, policies and products and shares information with peers

Excellent listening skills, attention to detail and ability to handle multiple projects and deadlines

Excellent communication and organizational skills

Strong sense of urgency

Problem solver

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.

Founded in 2017