Personal Lines Account Manager

Alera Group • Syracuse, NY

4d • Hybrid

About The Position

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Account Manager who will support risk strategy, client service excellence, and operational accuracy. 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.

Requirements

• Two or more years of Personal Lines Property and Casualty account management experience
• Strong knowledge of personal lines coverages and underwriting requirements
• Strong communication and relationship management skills
• Ability to manage multiple priorities in a dynamic environment
• Detail orientation
• Accountability and follow through
• Collaborative mindset
• Client first thinking

Nice To Haves

• Valid Property and Casualty license
• Experience with Vertafore Sagitta ImageRight or similar systems
• Comfort with rating tools and Microsoft Office applications
• Strong analytical and problem solving capability

Responsibilities

• Support clients with coverage placement renewals claims coordination policy analysis and day to day servicing across personal lines accounts including home auto umbrella and flood
• Collaborate with carriers and underwriters to obtain quotes submit documentation and resolve service requests efficiently
• Contribute to retention and growth initiatives through account reviews remarketing account rounding and cross selling
• Evaluate client exposures and recommend coverage changes while clearly explaining options to support informed decision making
• Maintain documentation in agency management systems such as Sagitta ImageRight or similar platforms
• Ensure compliance with underwriting guidelines internal procedures and policy accuracy standards
• Support audits reporting and workflow management as needed
• Manage account servicing activities with accuracy timeliness and attention to detail
• Assist in identifying coverage gaps exposures and risk mitigation strategies
• Partner on new business opportunities by supporting submissions and client transitions
• Contribute to process improvements that enhance client experience and operational efficiency

Benefits

• medical
• dental
• vision
• life and disability coverage
• 401(k)
• generous PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed