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. 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).

About the role

We are seeking a highly 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; 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 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; ability to meet deadlines
• Dependable, team-oriented, and able to perform with minimal ramp-up

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.