Personal Lines Account Manager

Kaplansky Insurance, an Alera Group company, is lookingfor a Personal Lines Account Manager.

Alera Groupwasfoundedin 2017and has grown to become the 15thlargest 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.Witha network ofoffices nationwide,our commitment tocollaborationallows ustooffernationalresourcescombined 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 dont 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.

• Manage personal lines insurance policies (home, auto, umbrella, flood, etc.)
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly
• Assess client needs and recommend appropriate insurance coverages
• Collaborate with insurance carriers to ensure accurate policy placement and underwriting practices
• Identify opportunities for account rounding and cross-selling to enhance client coverage and satisfaction

• 3 years of experience in Personal Lines insurance as an account manager
• Valid Massachusetts Property and Casualty License
• Strong understanding of insurance products, coverages, and services
• Excellent communication, interpersonal, and problem-solving skills
• Proficiency in agency management software (Applied Epic)
• Ability to work independently and as part of a team

Alera Groupofferscomprehensive benefits toour colleagues, including medical, dental, lifeand disabilityinsurance, 401k,generouspaid time off and much more.

We'reanequal 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 otherprotected class.

Ifyou'rea California resident, please read theCalifornia Consumer Privacy Actprior to applying.

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