Personal Lines Account Manager
About The Position
Alera Group is looking for a Personal Lines Property & Casualty Account Manager to join their team. They are seeking highly motivated colleagues who bring experience and enthusiasm to their team. Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. They are passionate about their clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, their commitment to collaboration allows them to offer national resources combined with local service.
Requirements
- 2+ years Personal Lines P&C account management experience
- Valid Massachusetts P&C License (required)
- Strong knowledge of personal lines 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
- Advise and service Personal Lines clients (home/auto/umbrella/flood and other PL), handling changes, renewals, and inquiries with a high-touch experience
- Drive growth through quoting, new business support, account rounding, and cross-sell, earning base plus commissions
- Evaluate exposures and recommend coverage changes; explain options clearly to support retention
- Manage workflows in Applied Epic with accurate documentation and compliance
- 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
