Note: The job is a remote job and is open to candidates in USA. Alera Group is an independent insurance and financial services firm serving clients through Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions. The Senior Account Manager will manage a complex personal lines book of business, provide exceptional client service, process account transactions, identify coverage opportunities, conduct account reviews, maintain accurate records, and support team development.
Responsibilities
- Manage a large and complex book of personal lines business while delivering exceptional client service
- Process account transactions including applications, quotations, ID cards, proposals, endorsements, binders, billing, and correspondence
- Respond to client, carrier, producer, and internal service requests in a timely and professional manner
- Identify account rounding and cross-selling opportunities to enhance client relationships and coverage solutions
- Conduct account reviews and coverage consultations to identify potential coverage gaps and recommend solutions
- Maintain accurate client records and documentation within agency management and document management systems
- Stay current on carrier products, underwriting requirements, rating methodologies, and industry trends
- Assist with training, mentoring, and development of new team members and personal lines colleagues
Skills
- Minimum 5 years of insurance industry experience including at least 3 years in an Account Manager role
- Active Property & Casualty Insurance License required
- Strong knowledge of personal lines insurance coverage, underwriting, and rating concepts
- Excellent verbal and written communication skills
- Demonstrated ability to manage complex client relationships and service needs
- Proficiency with Microsoft Office applications including Word, Excel, and Outlook
- Strong organizational, time management, and problem-solving skills
- Ability to work independently while managing multiple priorities and deadlines
- Occasional travel may be required to support office implementations, training, and collaboration with project teams
- Expertise in high-net-worth personal lines insurance programs
- Industry designations such as CISR, CIC, CPRIA, or similar certifications
- Experience using AMS Sagitta, ImageRight, or similar agency management systems
- Strong understanding of personal lines markets, carrier guidelines, and underwriting practices
- Experience conducting coverage reviews and consultative risk discussions with clients
- Experience mentoring, training, or supporting junior team members
- College degree in Business, Risk Management, Insurance, or a related field
- Proven commitment to delivering exceptional customer service and client retention
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
- Hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations
Company Overview