Personal Lines Account Manager

Alera Group, Inc.; Framingham (MA); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a dedicated Personal Lines Account Manager to join their team. In this role, you will manage personal lines insurance policies, ensuring clients receive exceptional service and support. Your expertise will help clients make informed decisions about their insurance needs, while collaborating with insurance carriers for accurate policy placements. This position offers an opportunity to thrive in a supportive environment that values teamwork and individual contributions. If you're passionate about delivering outstanding customer experiences and have a strong background in personal lines insurance, this role is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Life Insurance

Disability Insurance

401k Plan

Generous Paid Time Off

Qualifications

• 3+ years of experience in Personal Lines insurance as an account manager.
• Strong understanding of insurance products and coverages.

Responsibilities

• Manage personal lines insurance policies including home and auto.
• Provide exceptional customer service and resolve client inquiries.

Skills

Personal Lines Insurance Management

Customer Service

Insurance Coverage Assessment

Communication Skills

Problem-Solving Skills

Agency Management Software (Applied Epic)

Education

Massachusetts Property and Casualty License

Tools

Applied Epic

Job description

OVERVIEW

Kaplansky Insurance, an Alera Group company, is lookingfor a Personal Lines Account Manager.

Alera Groupwasfoundedin 2017and has grown to become the 15thlargest 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.Witha network ofoffices nationwide,our commitment tocollaborationallows ustooffernationalresourcescombined with local service.

Since 1974, Kaplansky 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

• Manage personal lines insurance policies (home, auto, umbrella, flood, etc.)
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly
• Assess client needs and recommend appropriate insurance coverages
• Collaborate with insurance carriers to ensure accurate policy placement and underwriting practices
• Identify opportunities for account rounding and cross-selling to enhance client coverage and satisfaction

QUALIFICATIONS

• 3 years of experience in Personal Lines insurance as an account manager
• Valid Massachusetts Property and Casualty License
• Strong understanding of insurance products, coverages, and services
• Excellent communication, interpersonal, and problem-solving skills
• Proficiency in agency management software (Applied Epic)
• Ability to work independently and as part of a team

BENEFITS

Alera Groupofferscomprehensive benefits toour colleagues, including medical, dental, lifeand disabilityinsurance, 401k,generouspaid time off and much more.

We'reanequal 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 otherprotected class.

Ifyou'rea California resident, please read theCalifornia Consumer Privacy Actprior to applying.

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