Commercial Lines Account Manager

Needham, MA

Employer:

Description

OVERVIEW

Kaplansky, an Alera Group company, is looking for a Commercial Lines Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you!

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.

RESPONSIBILITIES

Service of commercial lines insurance policies
Sales of commercial lines insurance policies (quotable prospects provided)
Ability to resolve client concerns and issues
Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.
Account round of existing accounts (commissions plus incentives)
Refer accounts to the personal lines department (incentives)
Maintain client accounts on agency automation system Applied-Epic, document conversations, properly attach documents in Epic, send confirmations to insured's, and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner.
Applied Epic experience is a plus!

This is a full-time, in-office position with office hours from 9 AM to 5 PM EST, Monday through Friday. We are open to working out a hybrid schedule after training. We will consider fully remote candidates in MA with the right experience.

The role offers a salary plus commission structure.

QUALIFICATIONS

Valid Massachusetts Property and Casualty License
3 years or more of Commercial Lines experience.
Effective communicator with proven skills relating to ideas to others.
Detail, deadline, and multi-task oriented.
Must have a working knowledge of insurance agency management software, insurance rating software, and Microsoft Office.

BENEFITS

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.

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.

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