Commercial Lines Account Manager

Alera Group • Worcester, MA

172d • Hybrid

About The Position

Kaplansky Insurance, an Alera Group company, is looking for a Commercial Lines Account Manager to join our Worcester, MA team! Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. Since 1974, Kaplansky built and continues to establish ourselves as the agency that delivers an exceptional customer experience, choice, and reliability. At Kaplansky, we don't just sell insurance. We work closely with clients to help them make meaningful and informed decisions every day when it comes to protection and their future.

Requirements

• Valid Massachusetts Property and Casualty License
• 3 years or more of Commercial Lines experience
• Effective communicator with proven skills relating to ideas to others
• Detail, deadline, and multi-task oriented
• Must have a working knowledge of insurance agency management software, insurance rating software, and Microsoft Office

Nice To Haves

• Applied Epic experience is a plus

Responsibilities

• Service of commercial lines insurance policies
• Sales of commercial lines insurance policies (quotable prospects provided)
• Ability to resolve client concerns and issues
• Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client
• Responds to client service requests in a timely manner that will avoid potential E&O issues
• Account round of existing accounts (commissions plus incentives)
• Refer accounts to the personal lines department (incentives)
• Maintain client accounts on agency automation system Applied-Epic, document conversations, properly attach documents in Epic, send confirmations to insured's, and adheres to all other automation procedures that are or become established
• Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items
• Responds to carrier requests for additional information in a timely manner

Benefits

• Medical insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401k
• Generous paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees