Personal Lines Account Manager

Alera Group, Inc.; Lebanon (Lebanon County); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k)

Paid time off

Career growth

Job summary

Alera Group, Inc. in Lebanon, PA is seeking a Personal Lines Account Manager. This hybrid role focuses on building trusted client relationships, delivering proactive service, and providing guidance on coverage choices for personal lines insurance.

Responsibilities include handling coverage changes, renewals, quotes, and carrier communications while maintaining detailed records in the agency system. Prior licensed professionals preferred and ongoing professional development is supported.

Qualifications

• Experience in personal lines insurance and client service.
• Strong communication and organization skills.
• Ability to manage multiple priorities while delivering excellent client service.
• Detail-oriented with accuracy in policy documentation.

Responsibilities

• Provide professional service to personal lines clients regarding coverage and billing.
• Review client insurance needs and recommend coverage solutions.
• Process endorsements, policy changes, and renewals accurately.
• Prepare applications, proposals, binders, and insurance docs for new/renewal business.
• Obtain and compare quotes from carriers, including options and pricing.
• Communicate with carriers regarding underwriting requirements and servicing.
• Maintain accurate documentation in the agency system.
• Assist clients with claims reporting and carrier follow-ups.

Skills

Personal lines experience

Client service

Account management

Relationship building

Detail oriented

Multitasking

Microsoft Office

Agency management systems

Education

Active Property & Casualty Insurance License

Tools

Applied Epic

Agency management systems

Job description

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.

Overview

Personal Lines Account Manager

Location - Hybrid - Lebanon, 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 - $45,000-60,000annually

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 an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type

Hybrid - 3 or more days in office - Office UKG Work location