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Alera Group, Inc. · 7 hours ago

Personal Lines Property and Casualty Account Manager

Braintree, MA

Full-time

Onsite

Mid Level

3+ years exp

Alera Group, Inc. is looking for a Personal Lines Account Manager to join their team. The role involves communicating with clients to provide support, proactively reaching out to prospective clients, and managing insurance packages to ensure comprehensive coverage.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Communicates with clients via phone, email, chat, or in person to provide product information, support, and prompt issue resolution

Proactively contacts prospective clients to discuss insurance products, explain policy options, and recommend coverage based on individual needs

Builds and customizes insurance packages through account rounding, cross-selling, and policy reviews to ensure comprehensive coverage

Processes policy renewals, updates, and new service requests by collecting and entering necessary client information

Addresses client inquiries and complaints; escalates complex issues to the Branch Manager when necessary

Maintains accurate client records and documentation of all interactions, updates, and transactions within the agency management system

Organizes and maintains both digital and print files, and performs additional related duties as needed to support agency operations

Qualification

Personal lines insuranceProperty & Casualty LicenseAccount roundingCross-sellingMicrosoft Office SuiteSales skillsCommunication skillsInterpersonal skillsOrganizational skills

Required

High school diploma or equivalent required

Minimum of 3 year of personal lines insurance experience and customer service experience

Strong knowledge of personal lines insurance products, coverages, and services

Demonstrated account rounding and cross-selling skills, with the ability to match clients with appropriate coverage based on their needs

Excellent communication abilities, including verbal, written, and active listening skills, with a strong focus on client satisfaction and issue resolution

Proven interpersonal, organizational, and sales skills, with the ability to build and maintain strong client relationships

Proficient in Microsoft Office Suite and familiar with agency/industry software

Preferred

Experience with Applied Epic is a plus

Property & Casualty and Life Insurance Licenses preferred

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

Deerfield, Illinois, USA

1001-5000 employees