At a Glance
- Tasks: Manage and advise clients on commercial insurance needs while driving growth and retention.
- Company: Join Kaplansky Insurance, part of Alera Group, a top US broker with a collaborative culture.
- Benefits: Enjoy competitive salary, comprehensive benefits, and generous paid time off.
- Other info: Hybrid work environment with excellent career advancement opportunities.
- Why this job: Make a real impact by helping clients secure their future with tailored insurance solutions.
- Qualifications: 3+ years in commercial lines account management and strong communication skills required.
The predicted salary is between 55000 - 80000 £ per year.
Kaplansky Insurance, an Alera Group Company, is looking for a Commercial Lines Property & Casualty Account Manager to join our team at one of our MA and RI locations: Needham, Braintree, Fairhaven, Hanover, Milford, Truro, Worcester, MA, or North Smithfield, RI. Alera Group was founded in 2017 and has grown to become the 14th 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.
Since 1974, Kaplansky Insurance has established itself 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 and advise Commercial Lines clients (endorsements, renewals, certificates, billing, claims support as needed) with timely, accurate follow-through.
- Drive growth through quoting, new business support, account rounding, and cross-sell, earning base plus commissions.
- Assess risk exposures and recommend coverage changes; communicate options clearly to support retention.
- Manage workflows in Applied Epic with thorough documentation and E&O prevention practices.
- Partner with carriers/underwriters to obtain quotes, submit documentation, and resolve requests quickly.
QUALIFICATIONS
- 3+ years Commercial Lines P&C account management experience.
- Valid Massachusetts P&C License.
- Strong knowledge of commercial coverages and underwriting requirements.
- Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office.
- Strong communication and problem-solving; organized and deadline-driven.
- Able to step in and perform with minimal ramp-up; dependable and team-oriented.
ADDITIONAL INFORMATION
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. The annual base salary range is $55,000 to $80,000, plus commission. 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.
Commercial Lines Account Manager in Truro employer: Alera Group
Alera Group is an attractive employer due to its commitment to employee growth and a collaborative work culture. The company emphasizes client success and offers various opportunities for professional development, making it a great place for motivated individuals to thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Lines Account Manager in Truro
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Alera Group). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Alera Group. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Commercial Lines Account Manager in Truro
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Alera Group.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Alera Group. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Alera Group
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Alera Group to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Alera Group, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Alera Group's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
