Personal Lines Account Manager

Responsibilities

• Supporting strategic initiatives that drive operational excellence and high-quality client service
• Partnering with internal teams and carriers to service personal lines accounts
• Managing functional workflows related to renewals, endorsements, policy changes, and client requests
• Collecting and analyzing information for new and renewal business and marketing submissions to carriers
• Preparing coverage summaries and supporting proposal development
• Maintaining accurate client records, documentation, and communications in the agency management system
• Analyzing client needs and coverage information to support sound insurance recommendations
• Ensuring compliance with organizational policies, insurance regulations, and confidentiality standards
• Responding promptly and professionally to client and internal partner requests
• Contributing to a collaborative culture that supports colleagues across Alera Group’s national network

Qualifications

• Bachelor’s degree in a relevant field or equivalent professional experience
• Experience in a personal lines account management or client-facing insurance role
• Active Property & Casualty insurance license
• Strong organizational and project management skills
• Excellent verbal and written communication abilities
• An analytical mindset with attention to detail and problem-solving skills
• Ability to work effectively with clients, carriers, and internal partners
• Proficiency in Microsoft Office Suite and agency management systems