Personal Lines Account Manager

Alera Group is a national brokerage firm founded in 2017, specializing in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices across the U.S., we combine national resources with local service. This role is available in multiple Massachusetts locations (Needham, Braintree, Brockton, Brookline, Chicopee, Concord, Fairhaven, Milford, Orleans, Rehoboth, Truro, Worcester) and Rhode Island locations (North Smithfield, Warwick).

Responsibilities

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

Requirements

• 2+ years of Personal Lines Property & Casualty account management experience.
• Valid Massachusetts P&C License (required).
• Strong knowledge of personal lines coverages and underwriting requirements.
• Proficiency in Applied Epic (strongly preferred), rating tools, and Microsoft Office.
• Excellent communication, problem-solving, and organizational skills; ability to meet deadlines.
• Dependable, team-oriented, and able to perform with minimal ramp-up time.

Benefits

• Comprehensive benefits package, including medical, dental, life, and disability insurance.
• 401k retirement plan.
• Generous paid time off.

Pay

Annual salary range: $55,000 to $75,000, plus commission.

Schedule

Hybrid schedule requiring 3 or more days in the office, as agreed with the manager.