What are the responsibilities and job description for the Personal Lines Account Manager position at Alera Group, Inc.?
Overview
Kaplansky, an Alera Group company, is looking for a Personal Lines Account Manager. This vacancy is for the Needham, MA office!
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.
A Personal Lines Account Manager manages client accounts for personal insurance policies, such as auto and home, providing customer service, processing policy changes, and ensuring clients have the appropriate coverage for their needs. They serve as the main point of contact, assisting with renewals, claims, and policy updates.
Responsibilities
Qualifications
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.
Kaplansky, an Alera Group company, is looking for a Personal Lines Account Manager. This vacancy is for the Needham, MA office!
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.
A Personal Lines Account Manager manages client accounts for personal insurance policies, such as auto and home, providing customer service, processing policy changes, and ensuring clients have the appropriate coverage for their needs. They serve as the main point of contact, assisting with renewals, claims, and policy updates.
Responsibilities
- Serve as the primary point of contact for clients, addressing inquiries and providing assistance with their insurance needs.
- Review clients' existing policies and recommend tailored coverage options to meet their individual requirements.
- Identify opportunities to cross-sell or upsell additional insurance products to enhance client coverage.
- Provide exceptional customer service by promptly resolving client concerns and ensuring satisfaction.
- Stay up-to-date with industry trends and changes in insurance policies to offer informed guidance to clients.
- Collaborate with team members to ensure a seamless client experience and contribute to overall agency success.
- Actively participate in new business sales efforts, acquiring new personal lines insurance policies and driving agency growth, with commission-based earnings.
Qualifications
- 2 years of personal lines experience at a brokerage required
- Property & Casualty license preferred or willing to get in the first 90 days
- Strong written and verbal communication skills
- Strong computer skills including Microsoft Office Suite (Word, Excel, Outlook)
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.
