Personal Lines Account Manager at Alera Group

Milford, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

25 Dec, 25

Salary

0.0

Posted On

26 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Personal Insurance, Customer Service, Policy Management, Communication, Interpersonal Skills, Problem-Solving, Insurance Products, Agency Management Software, Applied Epic, Team Collaboration, Sales, Client Relations, Policy Analysis, Cross-Selling, Upselling, Industry Trends

Industry

Insurance

Description

OVERVIEW Kaplansky Insurance, an Alera Group Company, is looking for a Personal Lines Account Manager to join our team in Milford, MA! 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. RESPONSIBILITIES A Personal Lines Account Manager manages client accounts for personal insurance policies, such as auto and home, providing customer service, processing policy changes, and ensuring clients have the appropriate coverage for their needs. They serve as the main point of contact, assisting with renewals, claims, and policy updates. 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 QUALIFICATIONS Minimum of 3 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 ADDITIONAL INFORMATION 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. #LI-NO1 #LI-Hybrid Location Type Hybrid

Responsibilities

The Personal Lines Account Manager manages client accounts for personal insurance policies, providing customer service and processing policy changes. They serve as the main point of contact for clients, assisting with renewals, claims, and policy updates.