What are the responsibilities and job description for the Personal Lines Account Manager position at Alera Group?
Kaplansky Insurance, an Alera Group company, is looking for a Personal Lines Account Manager.
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 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 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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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