Personal Lines Account Manager - Client Advisor & Growth

Dickerson Group; Grand Rapids (MI); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k)

PTO

Hybrid work model

Job summary

Alera Group is seeking an Account Manager for Personal Lines in Grand Rapids, MI. You will manage client relationships, advise on coverage options, and support risk strategies while ensuring accurate service and documentation. The role emphasizes collaboration, ongoing development, licensure, and a hybrid work model in Grand Rapids.

Responsibilities include client reviews, cross-functional coordination with carriers, and process-driven service excellence to retain and grow accounts.

Qualifications

• Experience in a client-facing customer service, insurance, or account management role.
• Strong communication, relationship-building, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and business systems.
• High school diploma or equivalent.
• Current insurance license or willingness to obtain required licensure.

Responsibilities

• Serve as a trusted advisor by helping clients understand their insurance needs and coverage options.
• Build strong relationships with clients, carriers, and business partners while delivering an exceptional service experience.
• Conduct account reviews, provide coverage recommendations, and support client retention and account growth initiatives.
• Manage policy transactions, client requests, coverage changes, billing inquiries, and claims support.
• Maintain accurate documentation and client records in agency management systems.
• Ensure timely, accurate processing while maintaining a high level of attention to detail.
• Identify opportunities for account rounding, cross-selling, and new business development.
• Support departmental goals through client retention and growth efforts.
• Contribute to a positive team culture through collaboration, mentorship, and continuous learning.

Skills

Client-facing

Communication skills

Prioritization

MS Office

Insurance license

Education

High school diploma or equivalent

College degree

Tools

MS Office

Agency management systems

Job description

Alera Group is seeking an Account Manager for Personal Lines in Grand Rapids, MI. You will manage client relationships, advise on coverage options, and support risk strategies while ensuring accurate service and documentation. The role emphasizes collaboration, ongoing development, licensure, and a hybrid work model in Grand Rapids.

Responsibilities include client reviews, cross-functional coordination with carriers, and process-driven service excellence to retain and grow accounts.