Personal Lines Account Manager

Personal Lines Account Manager

Location:

Hybrid - Lebanon, PA

Founded in 2017, 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.

At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Personal Lines Account Manager, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

• 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
• Assist clients with claims reporting, claims follow-up, and communication with carriers as needed

• 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

• Active Property & Casualty Insurance License required

• Experience working in an independent insurance agency or brokerage
• Experience supporting personal lines insurance clients
• Experience with Applied Epic or other agency management systems
• Knowledge of personal insurance products, coverage options, underwriting requirements, and carrier processes
• Professional designations such as CISR, CIC, API, AINS, or similar

• Salary Range: $45, annually

Eligible colleagues enjoy a comprehensive benefits package including:

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

This position is Hybrid

• Remote:
  This role is primarily remote.
• Hybrid:
  This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.
• In-Office:
  This role requires regular on-site attendance at the designated office location.

Travel Requirements:
Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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.

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