Personal Lines Account Manager

OVERVIEW

Personal Lines Account Manager - Property & Casualty

Hybrid - Stevens Point preferred, Onalaska or Wausau

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We are seeking a Personal Lines Account Manager to provide responsive, accurate support to commercial insurance clients. This role partners closely with Producers and Account Managers to service accounts, process policy changes, coordinate renewals, and deliver a consistently positive client experience.

About Alera Group

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.

This role is a balance between client service and new business sales. The PL Account Manager stewards an existing personal lines book of business and has the opportunity to grow the book by focusing on new business. The AM focuses on building relationships and protecting families in the community.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

• Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

• Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

What You'll Do / Your Impact

Client Partnership & Risk Strategy

• 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

Operational Excellence

• 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

Strategic Contribution

• 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

QUALIFICATIONS

What You Bring

Required

• 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

Preferred

• 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

Core Competencies

• Client-first mindset with a focus on long-term relationships
• Detail-oriented with strong organizational skills
• Accountability and reliability
• Collaborative and professional approach
• Problem-solving and proactive service orientation

ADDITIONAL INFORMATION

Benefits:

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:

This role is Hybrid

Professional Development - Alera Group Academy

At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

Licensure & Certifications

This position may require:

• Active State Life & Health License

• Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

Hybrid - 3 or more days in office - Office UKG Work location