Personal Lines Account Manager
Job Description
Personal Lines Account Manager – Property & Casualty
Location: Hybrid
At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Personal Lines 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.
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
What You’ll Do
- 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
What You Bring
- 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
- 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
What Sets You Up for Success
- Ability to work effectively in a collaborative, fast‑paced environment
- Strong sense of accountability and ownership for client service outcomes
- Curiosity and willingness to continuously learn and improve processes
- Strategic thinking with the ability to balance execution and client needs
- Commitment to supporting a performance‑based and client‑focused culture
ADDITIONAL INFORMATION
Compensation:
Salary range: $50,000 – $70,000 per year
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
Professional Development – Alera Group Academy
At Alera Group, growth isn’t left to chance. 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
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
Licensure & Certifications (If Applicable)
This position may require:
Active Property and Casualty License
Ability to obtain required licensure within agreed upon timeline after hire
Ongoing continuing education to maintain active status
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
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Location Type
Hybrid - 2 or less days in office
What You Bring
- 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
- 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
What Sets You Up for Success
- Ability to work effectively in a collaborative, fast‑paced environment
- Strong sense of accountability and ownership for client service outcomes
- Curiosity and willingness to continuously learn and improve processes
- Strategic thinking with the ability to balance execution and client needs
- Commitment to supporting a performance‑based and client‑focused culture
What You’ll Do
- 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