Commercial Lines Account Manager

Dickerson Group; Needham (MA); Hybrid; USD 55,000 - 80,000; Full time

Job summary

Kaplansky Insurance, an Alera Group Company, is seeking a Commercial Lines Property & Casualty Account Manager to join our Needham, MA team. You will service and advise Commercial Lines clients, handle endorsements, renewals, certificates, billing, and claims support as needed, while driving growth through new business and cross-selling.

The ideal candidate has 3+ years of Commercial Lines P&C account management experience, a valid MA P&C license, and strong knowledge of coverages and

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; organized and deadline-driven.
• 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, 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.

Skills

Communication skills

Problem solving

Organized

Team oriented

Attention to detail

Education

Massachusetts P&C license

Tools

Applied Epic

Microsoft Office

Job description

OVERVIEW

Kaplansky Insurance, an Alera Group Company, is looking for a Commercial Lines Property & Casualty Account Manager to join our team. 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 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

• 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; 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 to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

The annual base salary range is $55,000 to $80,000, plus commission.

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.

Location Type

Hybrid