Personal Lines Account Manager

About the role

Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Responsibilities

• Provide professional and timely service to personal lines clients regarding coverage, billing, claims, renewals, and policy changes
• Review client insurance needs and recommend appropriate coverage solutions based on individual circumstances
• Process endorsements, policy changes, cancellations, reinstatements, and renewals accurately and efficiently
• Prepare applications, proposals, binders, and other insurance documentation for new and renewal business
• Obtain and compare quotes from insurance carriers, including coverage options and pricing for clients
• Communicate with carriers regarding underwriting requirements, inspections, documentation requests, and policy servicing
• Maintain accurate and detailed documentation within the agency management system
• Aid clients with claims reporting, claims follow-up, and communication with carriers as needed

Qualifications

• Experience in personal lines insurance, client service, account management, insurance agency support, or a related field
• Strong communication, organizational, and relationship-building skills
• Ability to manage multiple priorities while delivering exceptional client service
• Detail-oriented approach with the ability to review policies, documentation, and client information for accuracy
• Ability to work effectively with clients, carriers, producers, account managers, and agency leadership
• Proficiency with Microsoft Office and agency management systems
• Licensure: Active Property & Casualty Insurance License required

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

Additional Information

• Work Arrangement: Hybrid - This role combines in-office and remote work based on business needs and manager expectations.
• Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.
• Hire: Ongoing continuing education to maintain active status.