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 offices across Massachusetts (Needham, Braintree, Brockton, Brookline, Chicopee, Concord, Fairhaven, Milford, Orleans, Rehoboth, Truro, Worcester) and Rhode Island (North Smithfield, Warwick), we combine local service with national resources.
About the role
We are seeking a motivated Personal Lines Property & Casualty Account Manager to deliver high-touch service to clients while driving growth through quoting, cross-selling, and retention efforts.
Responsibilities
- Advise and service Personal Lines clients (home, auto, umbrella, flood, and other personal lines), handling policy changes, renewals, and inquiries
- Drive growth through quoting, new business support, account rounding, and cross-selling to earn base salary plus commissions
- Evaluate client exposures and recommend coverage changes; clearly explain options 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 P&C account management experience
- Valid Massachusetts P&C License (required)
- Strong knowledge of personal lines coverages and underwriting requirements
- Applied Epic experience strongly preferred; proficiency with rating tools and Microsoft Office
- Excellent communication, problem-solving, and organizational skills with a focus on meeting deadlines
- Able to perform with minimal ramp-up; dependable and team-oriented
Benefits
- Comprehensive benefits 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.