Personal Lines Account Manager
Responsibilities
- Advises and services Personal Lines clients (home/auto/umbrella/flood and other PL), handling changes, renewals, and inquiries with a high-touch experience.
- Drives growth through quoting, new business support, account rounding, and cross-sell, earning base plus commissions.
- Evaluates exposures and recommends coverage changes; explains options clearly to support retention.
- Manages workflows in Applied Epic with accurate documentation and compliance.
- Pairs with carriers/underwriters to obtain quotes, submit documentation, and resolve requests quickly.
Qualifications
- 2+ years Personal Lines P&C account management experience.
- Valid Massachusetts P&C License (required).
- Strong knowledge of personal lines coverages and underwriting requirements.
- Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office.
- Strong communication and problem-solving; organized and deadline-driven.
- Able to step in and perform with minimal ramp-up; dependable and team-oriented.
Additional Information
This job requires presence in the office on a hybrid schedule as agreed with the manager. Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. The annual salary range is $55,000 to $75,000, plus commission. 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. Location Type Hybrid - 3 or more days in office - Office UKG Work location