Personal Lines Account Manager

Alera Group, Inc.; Orleans (MA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k

Generous paid time off

Life and disability insurance

Job summary

Alera Group, Inc. is seeking a Personal Lines Property & Casualty Account Manager in Orleans, MA. This role involves advising clients on personal lines insurance, driving growth through various sales tactics, and managing account workflows. Candidates should have 2+ years of relevant experience, a valid Massachusetts P&C License, and strong communication skills. Alera offers a hybrid work model and competitive benefits, including salary ranging from $55,000 to $75,000 plus commission.

Qualifications

• 2+ years Personal Lines P&C account management experience.
• Strong knowledge of personal lines coverages and underwriting requirements.
• Able to perform with minimal ramp-up; dependable and team-oriented.

Responsibilities

• Advise and service Personal Lines clients with high-touch experience.
• Drive growth through quoting, new business support, account rounding, and cross-sell.
• Manage workflows in Applied Epic with accurate documentation and compliance.

Skills

Communication skills

Problem-solving

Organizational skills

Team-oriented

Education

Valid Massachusetts P&C License

Tools

Applied Epic

Microsoft Office

Job description

Overview

Alera Group is looking for a Personal Lines Property & Casualty Account Manager to join our team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Our Massachusetts locations include Needham, Braintree, Brockton, Brookline, Chicopee, Concord, Fairhaven, Milford, Orleans, Rehoboth, Truro, and Worcester.

Our Rhode Island locations include North Smithfield and Warwick.

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.

Responsibilities

• Advise and service Personal Lines clients (home/auto/umbrella/flood and other PL), handling changes, renewals, and inquiries with a high-touch experience
• Drive growth through quoting, new business support, account rounding, and cross-sell, earning base plus commissions
• Evaluate exposures and recommend coverage changes; explain options clearly to support retention
• Manage workflows in Applied Epic with accurate documentation and compliance
• Partner with carriers/underwriters to obtain quotes, submit documentation, and resolve requests quickly

Qualifications

• 2+ years Personal Lines P&C account management experience
• Valid Massachusetts P&C License (required)
• Strong knowledge of personal lines 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

This job requires presence in the office on a hybrid schedule as agreed with the manager.

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 salary range is $55,000 to $75,000, 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 - 3 or more days in office - Office UKG Work location