Personal Lines Account Executive jobs in United States
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Alera Group, Inc. · 2 weeks ago

Personal Lines Account Executive

positionDartmouth, MA
timeFull-time
remoteHybrid
seniorityMid Level
money$55K/yr - $100K/yr

Alera Group, Inc. is looking for a Personal Lines Account Executive - Property and Casualty to join their team. The role involves being a trusted advisor to clients, helping them navigate risk and financial decisions while growing a book of business and ensuring client satisfaction.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Build and grow a strong client base by adding new clients, expanding existing relationships, and ensuring a best-in-class client experience
Assess client needs and risks to design customized insurance solutions that deliver measurable value
Lead renewal and new business efforts—negotiating effectively, presenting solutions clearly, and closing deals with confidence
Partner across teams to ensure service excellence, process consistency, and use of Alera Group’s tools, methodologies, and resources
Stay current on industry trends, legislation, and market shifts that impact clients, offering proactive insights and recommendations

Qualification

Active Insurance Producer LicenseSalesRelationship managementFinancialRisk assessmentBachelor’s degree in BusinessStrategic problem-solvingConsultative mindsetThought leadership

Required

Bachelor's degree in Business, Management, Insurance, or related field (or equivalent experience)
Active Insurance Producer License
Proven sales and relationship management skills, with the ability to cultivate trust and credibility across all levels
Strong financial and risk assessment abilities with a consultative mindset
Thought leadership and strategic problem-solving skills in the personal lines insurance space

Benefits

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

Company

Alera Group, Inc.

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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.
dateFounded in 2017
location
Deerfield, Illinois, USA
people-size1001-5000 employees
web-link
http://aleragroup.com

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

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Jim Blue
Chief Executive Officer
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Alan Levitz
Executive Chairman
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Recent News

Morningstar.com
Insurance Agency Mergers and Acquisitions Decline Slightly YTD
2025-10-21
PR Newswire
Oregon Health Care Association Expands Partnership with Alera Group and Propel Insurance to Deliver Comprehensive Employee Benefits and Risk Solutions
2025-10-15
PR Newswire
Propel Insurance Appoints Melody Olson to Lead National Real Estate and Construction Practice; Max Hanley Named Regional Director for Washington and Alaska
2025-10-01
Company data provided by crunchbase