Personal Lines Account Manager

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 is a balance between client service and new business sales. The PL Account Manager stewards an existing personal lines book of business and has the opportunity to grow the book by focusing on new business. The AM focuses on building relationships and protecting families in the community.

Why Alera Group

• Meaningful Impact - Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning - Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture - Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Responsibilities

Client Partnership & Risk Strategy

• Serve as a trusted advisor to personal lines clients by managing and servicing an existing book of business
• Review policies with clients to identify coverage gaps and recommend appropriate enhancements, including increased limits or additional lines
• Build and maintain strong client relationships through proactive communication, responsiveness, and follow-through
• Submit and support claims with carriers, assisting clients through escalated claim issues as needed
• Contribute to client retention and growth through referrals, cross-selling, and prospecting efforts

Operational Excellence

• Initiate and follow up on client, carrier, and internal requests to resolve issues, process changes, and issue new or renewal policies
• Prepare, monitor, and maintain policy documentation including renewals, applications, certificates, endorsements, cancellations, and claims
• Maintain accurate records and suspense for follow-up actions within the agency management system
• Ensure compliance, accuracy, and timeliness in all client and carrier documentation
• Maintain product supply inventory for the branch office, as applicable

Strategic Contribution

• Operate independently without an assigned producer while collaborating with internal teams and carrier partners
• Support new business production through prospecting, referrals, cross selling, centers of influence, and community relationship-building
• Participate in meetings, training sessions, and educational activities to stay current on industry trends, products, and regulations
• Assist with special projects and administrative support as requested

Qualifications

Required

• Experience in personal lines insurance client service or account management
• Working knowledge of insurance policies, forms, terminology, and coverage structures
• Strong written and verbal communication skills with the ability to build rapport and explain coverage clearly
• Proficiency with Microsoft Word, Excel, Outlook, and internet-based systems
• Ability to manage multiple priorities, meet deadlines, and work independently with attention to detail

Preferred

• Associate's degree in business, marketing, or a related field, or equivalent combination of education and experience
• Two to three years of insurance agency and/or sales experience
• Experience with Applied EPIC or similar agency management systems
• Active state Property & Casualty insurance license
• Professional designations such as CISR or CIC

Core Competencies

• Client-first mindset with a focus on long-term relationships
• Detail-oriented with strong organizational skills
• Accountability and reliability
• Collaborative and professional approach
• Problem-solving and proactive service orientation

Benefits

• Comprehensive benefits including medical, dental, vision, life and disability coverage
• 401(k)
• Generous PTO

Additional Information

• Work Model: Hybrid - 3 or more days in office
• Professional Development: Alera Group Academy offers role-specific learning paths, leadership development programs, technical and compliance training, industry certifications and continuing education support, and peer learning and knowledge-sharing communities
• Licensure & Certifications: This position may require active State Life & Health License and ongoing continuing education to maintain active status