What are the responsibilities and job description for the Personal Lines Account Manager position at Alera Group, Inc.?
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!
Alera Group was founded in 2017 and has grown to become the 14th 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
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary range is $58K to 75K per year, based on experience.
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
Hybrid
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!
Alera Group was founded in 2017 and has grown to become the 14th 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
- Support agency processes, procedures, and best practices; actively participate in internal meetings and agency initiatives
- Build strong client relationships by understanding decision processes, goals, and expectations, achieving 94-98% client retention
- Conduct proactive account reviews, ensure compliance with underwriting guidelines, and maintain thorough documentation
- Leverage technology, tools, and IT resources to maximize efficiency and enhance team performance
- Provide exceptional client service—designing, presenting, and implementing comprehensive insurance and risk management solutions
- Identify growth opportunities, cross-sell additional products and services, and seek referrals to expand client relationships
- Commit to professional development, collaboration, and continuous improvement through training, feedback, and process optimization
- BA/BS Preferred
- Insurance Producer License
- Personal lines account management experience
- In-depth knowledge of markets, policies and products and shares information with peers
- Excellent listening skills, attention to detail and ability to handle multiple projects and deadlines
- Excellent communication and organizational skills
- Strong sense of urgency
- Problem solver
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary range is $58K to 75K per year, based on experience.
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
Hybrid
Salary : $58,000 - $75,000