Commercial Lines Account Manager
About The Position
Kaplansky Insurance, an Alera Group Company, is looking for a Commercial Lines Property & Casualty Account Manager to join their team. This role is based in one of their MA and RI locations. Alera Group, founded in 2017, is a large insurance broker focused on Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. Kaplansky Insurance, established in 1974, is known for delivering exceptional customer experience, choice, and reliability, working closely with clients to help them make informed decisions about their protection and future.
Requirements
- 3+ years Commercial Lines P&C account management experience
- Valid Massachusetts P&C License
- Strong knowledge of commercial coverages and underwriting requirements
- Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office
- Strong communication and problem-solving; organized and deadline-driven
- Able to step in and perform with minimal ramp-up; dependable and team-oriented
Responsibilities
- Service and advise Commercial Lines clients (endorsements, renewals, certificates, billing, claims support as needed) with timely, accurate follow-through
- Drive growth through quoting, new business support, account rounding, and cross-sell, earning base plus commissions
- Assess risk exposures and recommend coverage changes; communicate options clearly to support retention
- Manage workflows in Applied Epic with thorough documentation and E&O prevention practices
- Partner with carriers/underwriters to obtain quotes, submit documentation, and resolve requests quickly
Benefits
- medical
- dental
- life and disability insurance
- 401k
- generous paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
