Commercial Lines Property and Casualty Account Manager
About The Position
Kaplansky Insurance, an Alera Group Company, is looking for a Commercial Lines Property & Casualty Account Manager to join our team. Join our team at one of our MA/RI/NY locations: Needham, Concord, Truro, Framingham, Fairhaven, Worcester, Hanover, Milford, Braintree, MA, North Smithfield, RI, or Long Island, NY. Alera Group was founded in 2017 and has grown to become the 14th 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 Insurance 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
- Minimum of 3 years’ of Commercial Lines experience.
- Valid Massachusetts Property and Casualty License
- Excellent communication skills with a talent for building strong client relationships.
- Highly organized, detail-oriented, and able to manage multiple priorities and deadlines.
- Proficient in insurance agency management software, insurance rating tools, and Microsoft Office Suite.
Nice To Haves
- Applied Epic experience is a plus!
Responsibilities
- Deliver exceptional service and support for commercial lines insurance clients, ensuring timely and accurate resolution of their needs and concerns.
- Advise clients on coverage options, policy changes, and risk management; provide clear recommendations and manage premium collections.
- Manage and maintain client accounts using Applied Epic, including documentation, policy updates, and proactive follow-up communication.
- Identify opportunities to round out accounts and cross-sell additional coverage to maximize value and earn commissions.
- Respond promptly to client and carrier requests, maintaining compliance and minimizing E&O risk.
Benefits
- Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
251-500 employees
