Note: The job is a remote job and is open to candidates in USA. Alera Group is an insurance brokerage company serving clients through its Property & Casualty team. The Personal Lines Account Manager will support personal lines accounts by managing renewals, endorsements, policy changes, client requests, carrier submissions, coverage summaries, and accurate client documentation while ensuring compliance and strong client service.
Responsibilities
- Supporting strategic initiatives that drive operational excellence and high‑quality client service
- Partnering with internal teams and carriers to service personal lines accounts
- Managing functional workflows related to renewals, endorsements, policy changes, and client requests
- Collecting and analyzing information for new and renewal business and marketing submissions to carriers
- Preparing coverage summaries and supporting proposal development
- Maintaining accurate client records, documentation, and communications in the agency management system
- Analyzing client needs and coverage information to support sound insurance recommendations
- Ensuring compliance with organizational policies, insurance regulations, and confidentiality standards
- Responding promptly and professionally to client and internal partner requests
- Contributing to a collaborative culture that supports colleagues across Alera Group’s national network
Skills
- * Bachelor's degree in a relevant field or equivalent professional experience
- * Experience in a personal lines account management or client‑facing insurance role
- * Active Property & Casualty insurance license
- * Strong organizational and project management skills
- * Excellent verbal and written communication abilities
- * Analytical mindset with attention to detail and problem‑solving skills
- * Ability to work effectively with clients, carriers, and internal partners
- * Proficiency in Microsoft Office Suite and agency management systems
- * Ability to work effectively in a collaborative, fast‑paced environment
- * Strong sense of accountability and ownership for client service outcomes
- * Curiosity and willingness to continuously learn and improve processes
- * Strategic thinking with the ability to balance execution and client needs
- * Commitment to supporting a performance‑based and client‑focused culture
- Location: Remote, with a local preference
- This position may require:
- * Active Property and Casualty License
- * Ability to obtain required licensure within **agreed upon timeline after hire**
- * Ongoing continuing education to maintain active status
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Life coverage
- Disability coverage
- 401(k)
- Generous PTO
- Remote work with a local preference
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Company Overview