Personal Lines Property and Casualty Account Manager jobs in United States
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Alera Group, Inc. · 11 hours ago

Personal Lines Property and Casualty Account Manager

positionOrleans, MA
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$55K/yr - $75K/yr
date2+ years exp

Alera Group, Inc. is looking for a Personal Lines Property & Casualty Account Manager to join their team. The role involves advising and servicing Personal Lines clients while driving growth through quoting and account management.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Advise and service Personal Lines clients (home/auto/umbrella/flood and other PL), handling changes, renewals, and inquiries with a high-touch experience
Drive growth through quoting, new business support, account rounding, and cross-sell, earning base plus commissions
Evaluate exposures and recommend coverage changes; explain options clearly to support retention
Manage workflows in Applied Epic with accurate documentation and compliance
Partner with carriers/underwriters to obtain quotes, submit documentation, and resolve requests quickly

Qualification

Personal Lines P&C experienceMassachusetts P&C LicenseCoveragesApplied Epic proficiencyOrganizedDeadline-drivenCommunicationProblem-solvingTeam-oriented

Required

2+ years Personal Lines P&C account management experience
Valid Massachusetts P&C License (required)
Strong knowledge of personal lines coverages and underwriting requirements
Strong communication and problem-solving; organized and deadline-driven
Able to step in and perform with minimal ramp-up; dependable and team-oriented

Preferred

Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office

Benefits

Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more

Company

Alera Group, Inc.

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Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.
dateFounded in 2017
location
Deerfield, Illinois, USA
people-size1001-5000 employees
web-link
http://aleragroup.com

Funding

Current Stage
Late Stage
Total Funding
$1.1B
Key Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity

Leadership Team

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Jim Blue
Chief Executive Officer
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Alan Levitz
Executive Chairman
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Recent News

Morningstar.com
Insurance Agency Mergers and Acquisitions Decline Slightly YTD
2025-10-21
PR Newswire
Oregon Health Care Association Expands Partnership with Alera Group and Propel Insurance to Deliver Comprehensive Employee Benefits and Risk Solutions
2025-10-15
PR Newswire
Propel Insurance Appoints Melody Olson to Lead National Real Estate and Construction Practice; Max Hanley Named Regional Director for Washington and Alaska
2025-10-01
Company data provided by crunchbase