Personal Lines Account Manager

Overview

Alera Group is looking for a Personal Lines Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! This role can be located in Appleton, Green Bay, Stevens Point or Waukesha WI.

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

• Responds to and follows up on customer, carrier, and agent inquiries to resolve issues, gather information, request policy changes, and process new policies.
• Prepares and monitors insurance documents including renewals, certificates, claims, cancellations, and applications, ensuring timely and accurate handling.
• Reviews existing client policies, verifies exposures, recommends additional coverages, and facilitates policy enhancements to ensure comprehensive protection.
• Focuses on client retention through strong relationship-building, proactive service, and reliable follow-through on commitments.
• Actively pursues new business through prospecting, referrals, cross-selling, and leveraging centers of influence.
• Submits claims to carriers and supports clients with escalated claim situations, providing clear communication and follow-up.
• Maintains office inventory, manages assigned projects, attends meetings and training sessions, and stays current on industry trends and regulatory updates.
  
  

Qualifications

• Associate’s degree in business or marketing preferred, with 2-3 years of relevant experience or a combination of education and training; insurance agency and sales experience strongly preferred.
• Working knowledge of insurance forms, terminology, bonds, and personal lines products required.
• Proficient in Microsoft Word, Excel, Outlook, and capable of efficient internet navigation; experience with EPIC Applied is preferred.
• Must possess or be able to obtain a state-specific insurance license; professional designations such as CISR or CIC are highly desirable.
• Demonstrated ability to operate standard office equipment and use software tools to complete tasks accurately and efficiently.
• Strong organizational skills with the ability to prioritize work, meet deadlines, and manage multiple responsibilities in a dynamic environment.
• Professional demeanor and communication skills for effective interaction with internal team members and external clients.
  
  

Additional Information

This job is expected to be performed on-site in the office.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Hourly range is $24 to $26 per hour.

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.

Location Type

In-Office