Client-Focused Hybrid Personal Lines Account Manager

Dickerson Group; Lebanon (Lebanon County); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career成长

Job summary

Alera Group is seeking a Personal Lines Account Manager in Lebanon, PA for a hybrid role. You will deliver proactive client service, manage policy changes and renewals, and collaborate with carriers to obtain accurate quotes and coverage options.

Responsibilities include endorsements, documentation, and claims support, with a focus on building trusted client relationships and ensuring service excellence. Hybrid work arrangement with in-office and remote flexibility is available, along with

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

Job description

Alera Group is seeking a Personal Lines Account Manager in Lebanon, PA for a hybrid role. You will deliver proactive client service, manage policy changes and renewals, and collaborate with carriers to obtain accurate quotes and coverage options.

Responsibilities include endorsements, documentation, and claims support, with a focus on building trusted client relationships and ensuring service excellence. Hybrid work arrangement with in-office and remote flexibility is available, along with