Personal Lines Account Manager
Alera Group•Hanover, PA
•Hybrid
About The Position
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.
Requirements
- 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
Nice To Haves
- 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
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
- Assist clients with claims reporting, claims follow-up, and communication with carriers as needed
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
