Personal Lines Account Manager

Alera Group•Dartmouth, MA

61d•$58,000 - $75,000•Hybrid

About The Position

Alera Group is looking for a Personal Lines Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! 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.

Requirements

BA/BS Preferred
Insurance Producer License
Personal lines account management experience
In-depth knowledge of markets, policies and products and shares information with peers
Excellent listening skills, attention to detail and ability to handle multiple projects and deadlines
Excellent communication and organizational skills
Strong sense of urgency
Problem solver

Responsibilities

Support agency processes, procedures, and best practices; actively participate in internal meetings and agency initiatives
Build strong client relationships by understanding decision processes, goals, and expectations, achieving 94-98% client retention
Conduct proactive account reviews, ensure compliance with underwriting guidelines, and maintain thorough documentation
Leverage technology, tools, and IT resources to maximize efficiency and enhance team performance
Provide exceptional client service-designing, presenting, and implementing comprehensive insurance and risk management solutions
Identify growth opportunities, cross-sell additional products and services, and seek referrals to expand client relationships
Commit to professional development, collaboration, and continuous improvement through training, feedback, and process optimization

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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