Personal Lines Account Manager

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.