Personal Lines Account Manager

Alera Group•Lower Allen Township, PA

18d•Hybrid

About The Position

The Personal Lines Account Manager – Property & Casualty role at Alera Group supports risk strategy, client service excellence, and operational accuracy. Alera Group, founded in 2017, is a growing insurance broker focused on client success in Employee Benefits, Property and Casualty Insurance, and Financial Services. The company emphasizes collaboration, offering national resources with local service. This role offers opportunities for meaningful impact, growth and learning, and a collaborative culture.

Requirements

Bachelor’s degree in a relevant field or equivalent professional experience
Experience in a personal lines account management or client‑facing insurance role
Active Property & Casualty insurance license
Strong organizational and project management skills
Excellent verbal and written communication abilities
Analytical mindset with attention to detail and problem‑solving skills
Ability to work effectively with clients, carriers, and internal partners
Proficiency in Microsoft Office Suite and agency management systems

Nice To Haves

Ability to work effectively in a collaborative, fast‑paced environment
Strong sense of accountability and ownership for client service outcomes
Curiosity and willingness to continuously learn and improve processes
Strategic thinking with the ability to balance execution and client needs
Commitment to supporting a performance‑based and client‑focused culture
Ability to obtain required licensure within agreed upon timeline after hire
Ongoing continuing education to maintain active status

Responsibilities

Supporting strategic initiatives that drive operational excellence and high‑quality client service
Partnering with internal teams and carriers to service personal lines accounts
Managing functional workflows related to renewals, endorsements, policy changes, and client requests
Collecting and analyzing information for new and renewal business and marketing submissions to carriers
Preparing coverage summaries and supporting proposal development
Maintaining accurate client records, documentation, and communications in the agency management system
Analyzing client needs and coverage information to support sound insurance recommendations
Ensuring compliance with organizational policies, insurance regulations, and confidentiality standards
Responding promptly and professionally to client and internal partner requests
Contributing to a collaborative culture that supports colleagues across Alera Group’s national network