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Alera Group

Provides employee benefits, risk, wealth management

Personal Lines Property & Casualty Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Three years of experience in Personal Lines insurance as an account manager is preferred.
  • A valid Massachusetts Property and Casualty License is preferred.
  • A strong understanding of insurance products, coverages, and services is required.
  • Proficiency in Applied Epic agency management software is required.
  • The ability to work independently and as part of a team is required.

Responsibilities

  • Manage personal lines insurance policies, including home, auto, umbrella, and flood policies.
  • Provide customer service to clients by 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.

Desired Qualifications

  • Three years of experience in Personal Lines insurance as an account manager.
  • A valid Massachusetts Property and Casualty License.

About the Company

Alera Group

Provides employee benefits, risk, wealth management

Alera Group provides tailored employee benefits, risk management, and wealth management services to businesses, nonprofits, and individuals across the United States. It combines national-scale resources with a local office network to deliver personalized consulting, pricing, and advisory services for insurance, benefits, and retirement plans. The firm differentiates itself through its national reach paired with strong local relationships and industry-specific expertise, offering programs such as compliance consulting, workplace wellness, and reference-based pricing to control healthcare costs. Its goal is to help clients navigate complex insurance and financial landscapes, stay compliant, and achieve their benefits and wealth objectives.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$4.3B
Headquarters
Deerfield, IL
Founded
2017

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