What are the responsibilities and job description for the Commercial Lines Account Manager position at Alera Group?
Kaplansky Insurance, an Alera Group Company, is looking for a Commercial Lines Account Manager to join our Worcester, MA team!
Alera Group was founded in 2017 and has grown to become the 15th 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:- Deliver exceptional service and support for commercial lines insurance clients, ensuring timely and accurate resolution of their needs and concerns.
- Advise clients on coverage options, policy changes, and risk management; provide clear recommendations and manage premium collections.
- Manage and maintain client accounts using Applied Epic, including documentation, policy updates, and proactive follow-up communication.
- Identify opportunities to round out accounts and cross-sell additional coverage to maximize value and earn commissions.
- Respond promptly to client and carrier requests, maintaining compliance and minimizing E&O risk.
- Minimum of 3 years’ of Commercial Lines experience.
- Valid Massachusetts Property and Casualty License
- Excellent communication skills with a talent for building strong client relationships.
- Highly organized, detail-oriented, and able to manage multiple priorities and deadlines.
- Proficient in insurance agency management software, insurance rating tools, and Microsoft Office Suite.
- Applied Epic experience is a plus!
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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.
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