Personal Lines Account Manager

Alera Group’s Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. With a network of offices nationwide, we offer national resources combined with local service.

About the role

We’re seeking an Account Manager to support risk strategy, client service excellence, and operational accuracy in a hybrid (flexible) role based in Syracuse, New York.

Responsibilities

• Support clients with coverage placement, renewals, claims coordination, policy analysis, and day-to-day servicing across personal lines accounts including home, auto, umbrella, and flood.
• Collaborate with carriers and underwriters to obtain quotes, submit documentation, and resolve service requests efficiently.
• Contribute to retention and growth initiatives through account reviews, remarketing, account rounding, and cross-selling.
• Evaluate client exposures and recommend coverage changes while clearly explaining options to support informed decision-making.
• Maintain documentation in agency management systems such as Sagitta, ImageRight, or similar platforms.
• Ensure compliance with underwriting guidelines, internal procedures, and policy accuracy standards.
• Support audits, reporting, and workflow management as needed.
• Manage account servicing activities with accuracy, timeliness, and attention to detail.
• Assist in identifying coverage gaps, exposures, and risk mitigation strategies.
• Partner on new business opportunities by supporting submissions and client transitions.
• Contribute to process improvements that enhance client experience and operational efficiency.

Requirements

• Two or more years of Personal Lines Property & Casualty account management experience.
• Strong knowledge of personal lines coverages and underwriting requirements.
• Strong communication and relationship management skills.
• Ability to manage multiple priorities in a dynamic environment.

Qualifications

• Valid Property & Casualty license (preferred).
• Experience with Vertafore, Sagitta, ImageRight, or similar systems (preferred).
• Comfort with rating tools and Microsoft Office applications.
• Strong analytical and problem-solving capability.

Skills

• Detail orientation
• Accountability and follow-through
• Collaborative mindset
• Client-first thinking

Benefits

• Comprehensive medical, dental, vision, life, and disability coverage.
• 401(k) retirement plan.
• Generous paid time off (PTO).

Pay

Hourly range: $24 – $28 per hour. Eligible for performance-based bonus.

Schedule

Hybrid (flexible) – 2 or fewer days in office. Local to Syracuse, New York.

Professional Development

Alera Group Academy provides structured development opportunities, including:

• 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

• Active State Property & Casualty License (required; ability to obtain within 6 months of hire).
• Ongoing continuing education to maintain active status.