Personal Lines Account Manager

We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions. As a Personal Lines Account Manager , you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

OVERVIEW

Personal Lines Account Manager
Location: Hybrid - Hanover, PA
About Alera Group
Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group?

• Collaborate with purpose - Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career - Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
• Make an impact - Help businesses protect what matters most while delivering solutions that support their long-term success.

The Opportunity
At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Personal Lines Account Manager, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

RESPONSIBILITIES

• Provide professional and timely service to personal lines clients regarding coverage, billing, claims, renewals, and policy changes
• Review client insurance needs and recommend appropriate coverage solutions based on individual circumstances
• Process endorsements, policy changes, cancellations, reinstatements, and renewals accurately and efficiently
• Prepare applications, proposals, binders, and other insurance documentation for new and renewal business
• Obtain and compare quotes from insurance carriers, including coverage options and pricing for clients
• Communicate with carriers regarding underwriting requirements, inspections, documentation requests, and policy servicing
• Maintain accurate and detailed documentation within the agency management system
• Assist clients with claims reporting, claims follow-up, and communication with carriers as needed

QUALIFICATIONS

Required Qualifications

• Experience in personal lines insurance, client service, account management, insurance agency support, or a related field
• Strong communication, organizational, and relationship-building skills
• Ability to manage multiple priorities while delivering exceptional client service
• Detail-oriented approach with the ability to review policies, documentation, and client information for accuracy
• Ability to work effectively with clients, carriers, producers, account managers, and agency leadership
• Proficiency with Microsoft Office and agency management systems

Licensure

• Active Property & Casualty Insurance License required

Preferred Qualifications

• Experience working in an independent insurance agency or brokerage
• Experience supporting personal lines insurance clients
• Experience with Applied Epic or other agency management systems
• Knowledge of personal insurance products, coverage options, underwriting requirements, and carrier processes
• Professional designations such as CISR, CIC, API, AINS, or similar

Compensation

• Salary Range: $45,000-60,000 annually

Benefits
Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

ADDITIONAL INFORMATION

• Work Arrangement
  This position is Hybrid
  
  • Remote: This role is primarily remote.
  • Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.
  • In-Office: This role requires regular on-site attendance at the designated office location.
  Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.
  
  hire
  
• Ongoing continuing education to maintain active status
  

We're