Hybrid Personal Lines Account Manager - Client Focused

Alera Group, Inc.; Hanover (York 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 for a hybrid role in Hanover, PA. This position focuses on delivering excellent client service, reviewing client insurance needs, and processing policy actions for personal lines clients across carriers.

You will manage renewals, endorsements, and risk reviews while coordinating with carriers and internal teams to ensure accurate documentation and timely communication. A valid license and industry experience are preferred.

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.

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

Skills

Personal lines experience

Client service

Account management

Relationship building

Communication skills

Organization

Tools

Applied Epic

Agency management systems

Microsoft Office

Job description

Alera Group is seeking a Personal Lines Account Manager for a hybrid role in Hanover, PA. This position focuses on delivering excellent client service, reviewing client insurance needs, and processing policy actions for personal lines clients across carriers.

You will manage renewals, endorsements, and risk reviews while coordinating with carriers and internal teams to ensure accurate documentation and timely communication. A valid license and industry experience are preferred.