Commercial Lines Account Manager

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

Benefits offered by this job

Medical, dental, life and disability

401k

Paid time off

Job summary

Kaplansky Insurance, an Alera Group Company, is seeking a Commercial Lines Property & Casualty Account Manager to join our Worcester, MA team. The role involves servicing endorsements, renewals, certificates, billing, and claims support, with growth driven through quoting and cross-sell.

Qualified candidates have 3+ years of Commercial Lines P&C account management, MA P&C license, and strong knowledge of coverages.

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; familiar with rating tools and Microsoft Office.
• Strong communication and problem-solving; organized and deadline-driven.
• Able to step in with minimal ramp-up; dependable and team-oriented.

Responsibilities

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

Skills

Commercial Lines knowledge

Account management

Communication skills

Organizational skills

Tools

Applied Epic

Rating tools

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