Personal Lines Account Manager

Alera Group • Concord, MA

100d

About The Position

Kaplansky Insurance, an Alera Group Company, is looking for a Personal Lines Account Manager. This vacancy is for the Concord, MA office! 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 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 2 years’ experience as a Personal Lines Account Manager.
• Valid Massachusetts Property & Casualty License.
• Strong understanding of insurance products, coverages, and services.
• Excellent communication, interpersonal, and problem-solving skills.
• Proficiency with agency management software; Applied Epic experience preferred.
• Ability to work independently and collaboratively within a team.

Responsibilities

• Serve as the primary point of contact for clients, providing expert support on personal insurance needs, policy renewals, claims, and updates.
• Review and analyze clients’ current policies, recommending tailored coverage solutions to best fit their individual needs.
• Identify and pursue opportunities to cross-sell or upsell additional insurance products, enhancing client protection and agency growth.
• Deliver exceptional customer service by resolving client concerns promptly and ensuring a positive experience.
• Actively contribute to new business sales efforts, acquiring new personal lines policies and earning commission-based incentives.
• Stay current on industry trends and policy changes to provide informed, up-to-date guidance to clients.
• Collaborate with team members to ensure a seamless client experience and support agency success.

Benefits

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

What This Job Offers

• Career Level: Mid Level
• Number of Employees: 251-500 employees