Commercial and Personal Lines Account Manager

Alera Group is looking for an experienced Account Manager to join our team servicing both Commercial and Personal Lines accounts. 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.

• Deliver outstanding service and support for personal lines insurance clients, including home, auto, umbrella, and flood, ensuring accurate policy placement and high client satisfaction.
• Proactively assess client needs, provide clear coverage recommendations, and leverage opportunities for account rounding, cross-selling, and qualified referrals (with incentives).
• Respond promptly to client inquiries, resolve issues efficiently, and advise on coverage options, exclusions, and policy changes.
• Service and sell commercial lines insurance policies, working with quotable prospects and driving agency growth through commissions and incentives.
• Collaborate with insurance carriers to ensure underwriting accuracy and provide timely responses to information requests.
• Maintain and update client records in Applied Epic, ensuring thorough documentation, accurate file management, and strict adherence to automation and E&O prevention procedures.
• Manage follow-ups and suspense systems to track outstanding tasks, ensuring timely and thorough completion of all client and carrier requests.

• Minimum of 3 years’ Commercial Lines insurance experience; Personal Lines account management experience preferred.
• Valid Massachusetts Property & Casualty License preferred, with strong knowledge of insurance products, coverages, and services.
• Excellent communicator with strong interpersonal, written, and verbal skills for engaging both clients and team members.
• Highly detail-oriented, organized, and able to manage multiple priorities and deadlines in a fast-paced environment.
• Proficient in Microsoft Office, insurance rating tools, and agency management software; Applied Epic experience preferred.
• Strong problem-solving skills and a client-focused approach to delivering tailored coverage solutions.
• Able to work independently with minimal supervision, while thriving in a collaborative team setting.

This job is expected to be performed on-site in the office.

Alera Group offers 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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