Personal Lines Account Manager

Alera Group•Stevens Point, WI

30d•Hybrid

About The Position

Alera Group's Property & Casualty team assists businesses in protecting their assets, managing risk, and planning for the future. We are looking for a Personal Lines Account Manager to offer prompt and accurate support to commercial insurance clients. This position collaborates with Producers and Account Managers to service accounts, handle policy changes, coordinate renewals, and ensure a consistently positive client experience. The role involves a blend of client service and new business sales, managing an existing personal lines book of business with opportunities for growth through new business acquisition. The Account Manager focuses on building relationships and safeguarding families within the community.

Requirements

Experience in personal lines insurance client service or account management
Working knowledge of insurance policies, forms, terminology, and coverage structures
Strong written and verbal communication skills with the ability to build rapport and explain coverage clearly
Proficiency with Microsoft Word, Excel, Outlook, and internet-based systems
Ability to manage multiple priorities, meet deadlines, and work independently with attention to detail

Nice To Haves

Associate’s degree in business, marketing, or a related field, or equivalent combination of education and experience
Two to three years of insurance agency and/or sales experience
Experience with Applied EPIC or similar agency management systems
Active state Property & Casualty insurance license
Professional designations such as CISR or CIC

Responsibilities

Serve as a trusted advisor to personal lines clients by managing and servicing an existing book of business
Review policies with clients to identify coverage gaps and recommend appropriate enhancements, including increased limits or additional lines
Build and maintain strong client relationships through proactive communication, responsiveness, and follow-through
Submit and support claims with carriers, assisting clients through escalated claim issues as needed
Contribute to client retention and growth through referrals, cross-selling, and prospecting efforts
Initiate and follow up on client, carrier, and internal requests to resolve issues, process changes, and issue new or renewal policies
Prepare, monitor, and maintain policy documentation including renewals, applications, certificates, endorsements, cancellations, and claims
Maintain accurate records and suspense for follow-up actions within the agency management system
Ensure compliance, accuracy, and timeliness in all client and carrier documentation
Maintain product supply inventory for the branch office, as applicable
Operate independently without an assigned producer while collaborating with internal teams and carrier partners
Support new business production through prospecting, referrals, cross selling, centers of influence, and community relationship-building
Participate in meetings, training sessions, and educational activities to stay current on industry trends, products, and regulations
Assist with special projects and administrative support as requested