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Personal Lines Account Manager

Alera Group

Bedford, Massachusetts

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JOB DETAILS
SKILLS
Billing, Business Development, Business Growth, Business Support, Continuous Improvement, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Employee Benefits, Financial Services, Follow Through, High Net Worth, Insurance, Maintain Compliance, Market Share, Marketing Strategy, Multitasking, Needs Assessment, Organizational Skills, Pinnacle, Problem Solving Skills, Relationship Management, Retirement and Pension Management, Risk, Sales Management, Service Delivery, Team Player, Time Management, Underwriting, Wealth Management
LOCATION
Bedford, Massachusetts
POSTED
9 days ago
OVERVIEW

Alera Group is seeking an experienced Personal Lines Account Manager II to join our team. This role is responsible for managing and servicing a book of personal lines business, delivering exceptional client service, supporting retention efforts, and identifying opportunities to strengthen client relationships through additional coverage solutions. The ideal candidate is client-focused, highly organized, proactive, and comfortable managing multiple priorities in a fast-paced environment. This individual will serve as a trusted advisor to clients, helping evaluate coverage needs, guide renewal strategy, and ensure a high-quality client experience.

About Alera Group

Alera Group is one of the largest and fastest-growing independent insurance and financial services firms in the U.S. We combine national strength with local service, delivering customized solutions across Property & Casualty, Employee Benefits, Retirement, and Wealth Management.

Why Alera Group
  • Make an Impact: Build trusted client relationships and deliver exceptional service that supports retention and long-term client satisfaction.
  • Growth Opportunities: Continue developing your insurance expertise through training, professional development, and career growth opportunities.
  • Collaborative Culture: Join a team-oriented environment that values accountability, communication, and continuous improvement.
  • National Strength, Local Heart: Access the resources of a national organization while maintaining a personalized client-first approach.
RESPONSIBILITIES

Client Relationship Management & Service
  • Manage and service a book of personal lines business, including Pinnacle and multi-policy accounts.
  • Serve as a trusted advisor to clients by proactively reviewing coverage needs, identifying gaps, and recommending appropriate solutions.
  • Support account retention efforts through responsive service, relationship management, and proactive renewal strategy.
  • Complete applications, endorsements, policy changes, renewals, billing inquiries, and related servicing requests accurately and efficiently.
  • Rate, quote, review, and bind personal lines risks in accordance with underwriting guidelines and agency workflows.
  • Design and present insurance solutions that align with client needs and risk exposures.
  • Respond promptly and professionally to client questions, service requests, and coverage concerns.
  • Participate in client meetings as needed to review existing programs, market strategy, and coverage recommendations.
Growth & Business Development
  • Identify opportunities to expand client relationships through additional products, services, or coverage solutions.
  • Generate referrals and support new business growth initiatives where appropriate.
  • Promote agency programs, resources, and value-added services that enhance the client experience.
Operational Excellence & Team Collaboration
  • Maintain accurate and thorough documentation within agency management systems.
  • Ensure compliance with underwriting guidelines, internal workflows, and service standards.
  • Collaborate effectively with internal teams, carriers, and agency partners to support strong client outcomes.
  • Continuously evaluate processes and identify opportunities to improve efficiency and service delivery.
  • Participate in training, agency initiatives, and professional development opportunities.
QUALIFICATIONS

Required
  • Personal Lines insurance account management experience.
  • Active insurance producer license required.
  • Strong knowledge of personal lines insurance products, markets, underwriting guidelines, and carrier offerings.
  • Excellent client service, communication, and relationship management skills.
  • Strong organization, follow-through, and attention to detail.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Strong problem-solving skills and sense of urgency.
  • Proficiency with agency management systems and relevant technology tools.
Preferred
  • Bachelor's degree preferred.
  • Experience managing Pinnacle, high-net-worth, or multi-policy personal lines accounts.
  • Experience with proactive client account reviews and consultative coverage discussions.
ADDITIONAL INFORMATION

Compensation:
Salary range: $55,000 - $75,000 per year, based on experience.

About the Company

A

Alera Group

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