Personal Lines Property and Casualty Account Manager

Alera Group • Braintree, MA

4d • Onsite

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 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.

Requirements

• High school diploma or equivalent required.
• Minimum of 3 year of personal lines insurance experience and customer service experience.
• Property & Casualty and Life Insurance Licenses preferred.
• Strong knowledge of personal lines insurance products, coverages, and services;
• Demonstrated account rounding and cross-selling skills, with the ability to match clients with appropriate coverage based on their needs.
• Excellent communication abilities, including verbal, written, and active listening skills, with a strong focus on client satisfaction and issue resolution.
• Proven interpersonal, organizational, and sales skills, with the ability to build and maintain strong client relationships.
• Proficient in Microsoft Office Suite and familiar with agency/industry software; experience with Applied Epic is a plus.
• Skilled in identifying prospective clients and recommending tailored insurance solutions using a consultative approach.

Responsibilities

• Communicates with clients via phone, email, chat, or in person to provide product information, support, and prompt issue resolution.
• Proactively contacts prospective clients to discuss insurance products, explain policy options, and recommend coverage based on individual needs.
• Builds and customizes insurance packages through account rounding, cross-selling, and policy reviews to ensure comprehensive coverage.
• Processes policy renewals, updates, and new service requests by collecting and entering necessary client information.
• Addresses client inquiries and complaints; escalates complex issues to the Branch Manager when necessary.
• Maintains accurate client records and documentation of all interactions, updates, and transactions within the agency management system.
• Organizes and maintains both digital and print files, and performs additional related duties as needed to support agency operations.

Benefits

• Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees