Alera Group, Inc. · 10 hours ago
Personal Lines Account Manager
Dartmouth, MA
Full-time
Hybrid
Mid Level
$58K/yr - $75K/yrAlera Group, Inc. is seeking a Personal Lines Account Manager who is highly motivated and enthusiastic. The role involves supporting agency processes, building strong client relationships, and providing exceptional client service in insurance and risk management solutions.
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
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
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
1001-5000 employees
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
Leadership Team
Jim Blue
Chief Executive Officer
Alan Levitz
Executive Chairman
Recent News
2025-10-21
Company data provided by crunchbase