Alera Group
Personal Lines Account Manager
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Job Description
- Req#: 5965
- Manage personal lines insurance policies (home, auto, umbrella, flood, etc.)
- Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly
- Assess client needs and recommend appropriate insurance coverages
- Collaborate with insurance carriers to ensure accurate policy placement and underwriting practices
- Identify opportunities for account rounding and cross-selling to enhance client coverage and satisfaction
- 3 years of experience in Personal Lines insurance as an account manager
- Valid Massachusetts Property and Casualty License
- Strong understanding of insurance products, coverages, and services
- Excellent communication, interpersonal, and problem-solving skills
- Proficiency in agency management software (Applied Epic)
- Ability to work independently and as part of a team
- 3 years of experience in Personal Lines insurance as an account manager
- Valid Massachusetts Property and Casualty License
- Strong understanding of insurance products, coverages, and services
- Excellent communication, interpersonal, and problem-solving skills
- Proficiency in agency management software (Applied Epic)
- Ability to work independently and as part of a team
- Manage personal lines insurance policies (home, auto, umbrella, flood, etc.)
- Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly
- Assess client needs and recommend appropriate insurance coverages
- Collaborate with insurance carriers to ensure accurate policy placement and underwriting practices
- Identify opportunities for account rounding and cross-selling to enhance client coverage and satisfaction
OVERVIEWKaplansky Insurance, an Alera Group company, is looking for a Personal Lines Account Manager.
Alera Group was founded in 2017 and has grown to become the 15 th 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 collaborat ion allows us to offer national resources combined with local service.
Since 1974, Kaplansky 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.
RESPONSIBILITIES
QUALIFICATIONS
BENEFITSAlera Group offer s comprehensive benefits to our colleagues , including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status , or any other protected class .
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
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About the company
Alera Group is an independent national insurance brokerage and wealth management firm made up of 24 like-minded, high-performing, entrepreneurial firms across the United States. We are the nation’s 7th largest privately held employee benefits firm and ...
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