Personal Lines Account Manager

OVERVIEW

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.

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
• Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.

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…