Account Manager - Personal Lines
About the role
Account Manager – Personal Lines Location - Hybrid - Grand Rapids, MI. At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking an Account Manager who will support risk strategy, client service excellence, and operational accuracy.
About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This role focuses on managing a book of business, delivering a high level of service to clients and internal team members. You will serve as a trusted advisor, providing education and guidance to clients on their personal insurance.
Responsibilities
- Serve as a trusted advisor by helping clients understand their insurance needs and coverage options
- Build strong relationships with clients, carriers, and business partners while delivering an exceptional service experience
- Conduct account reviews, provide coverage recommendations, and support client retention and account growth initiatives
- Manage policy transactions, client requests, coverage changes, billing inquiries, and claims support
- Maintain accurate documentation and client records in agency management systems
- Ensure timely, accurate processing while maintaining a high level of attention to detail
- Identify opportunities for account rounding, cross-selling, and new business development
- Support departmental goals through client retention and growth efforts
- Contribute to a positive team culture through collaboration, mentorship, and continuous learning
Qualifications
- Experience in a client-facing customer service, insurance, or account management role
- Strong communication, relationship-building, and problem-solving skills
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency with Microsoft Office and business systems
- High school diploma or equivalent
- Current insurance license or willingness to obtain required licensure
- College degree (preferred)
- Personal insurance or agency experience (preferred)
- Advanced professional designations such as AAI, ARM, CIC, or similar (preferred)
- Experience mentoring team members and supporting cross-functional initiatives (preferred)
Benefits
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model
This role is Hybrid - Grand Rapids, MI
Professional Development
Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. You’ll have access to:
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Licensure & Certifications
This position requires an active Property & Casualty License and ongoing continuing education to maintain active status.