Commercial Lines Account Manager

Alera Group, Inc.; Needham (MA); Hybrid; USD 55,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k)

Generous paid time off

Job summary

Alera Group, Inc. is seeking a Commercial Lines Property & Casualty Account Manager in Needham, MA to service and advise clients. Ideal candidates will have 3+ years of experience and a valid Massachusetts P&C license.

This role offers a hybrid work environment and includes comprehensive benefits like medical, dental, and 401(k). The annual salary range is $55,000 to $80,000, plus commission.

Qualifications

• 3+ years commercial lines P&C account management experience.
• Strong knowledge of commercial coverages and underwriting requirements.
• Able to step in and perform with minimal ramp-up; dependable and team-oriented.

Responsibilities

• Service and advise commercial lines clients with timely, accurate follow-through.
• Drive growth through quoting, new business support, account rounding, and cross-sell.
• Assess risk exposures and recommend coverage changes.

Skills

Commercial lines P&C account management experience

Strong communication skills

Strong problem-solving skills

Organized and deadline-driven

Education

Valid Massachusetts P&C license

Tools

Applied Epic

Microsoft Office

Job description

Kaplansky Insurance, an Alera Group Company, is looking for a Commercial Lines Property & Casualty Account Manager to join our team at one of our MA and RI locations - Needham, Braintree, Concord, Fairhaven, Hanover, Milford, Truro, Worcester, MA, or North Smithfield, RI. Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. The company’s commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

• Service and advise commercial lines clients (endorsements, renewals, certificates, billing, claims support as needed) with timely, accurate follow‑through.
• Drive growth through quoting, new business support, account rounding, and cross‑sell, earning base plus commissions.
• Assess risk exposures and recommend coverage changes; communicate options clearly to support retention.
• Manage workflows in Applied Epic with thorough documentation and E&O prevention practices.
• Partner with carriers/underwriters to obtain quotes, submit documentation, and resolve requests quickly.

Qualifications

• 3+ years commercial lines P&C account management experience.
• Valid Massachusetts P&C license.
• Strong knowledge of commercial coverages and underwriting requirements.
• Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office.
• Strong communication and problem‑solving skills; organized and deadline‑driven.
• Able to step in and perform with minimal ramp‑up; dependable and team‑oriented.

Additional Information

Alera Group offers comprehensive benefits, including medical, dental, life and disability insurance, 401(k), and generous paid time off. The annual base salary range is $55,000 to $80,000, plus commission. We are 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.

Location Type

Hybrid