Personal Lines Account Manager

Propel Insurance, Inc.; Lebanon (Lebanon County); Hybride; USD 45 000 - 60 000; Plein temps

Avantages offerts par ce poste

Medical, dental, and vision insurance

401(k)

Paid time off

Résumé du poste

Alera Group in Lebanon, PA is seeking a Personal Lines Account Manager to deliver proactive service, build trusted client relationships, and manage policy renewals.

You will review client needs, prepare proposals, coordinate with carriers, and maintain accurate records in the agency management system. Hybrid work arrangement with in-office and remote days.

Qualifications

• Experience in personal lines insurance or related client service roles.
• Ability to manage multiple priorities with accuracy.
• Strong written and verbal communication.
• Proficiency with agency management systems and MS Office.

Responsabilités

• Provide professional and timely service to personal lines clients regarding coverage, billing, claims, renewals, and policy changes.
• Review client insurance needs and recommend coverage solutions based on individual circumstances.
• Process endorsements, policy changes, cancellations, reinstatements, and renewals.
• 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.
• Maintain accurate and detailed documentation within the agency management system.

Connaissances

Communication

Organizational skills

Relationship-building

Detail-oriented

Multitasking

Customer service

Outils

Applied Epic

Agency management systems

Description du poste

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

• 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.

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.

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Location Type

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