Personal Lines Client Success Manager

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

Avantages offerts par ce poste

Medical, dental, and vision

401(k)

Paid time off

Career growth

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Personal lines experience

Client service

Account management

Relationship building

Detail oriented

Multitasking

Microsoft Office

Agency management systems

Formation

Active Property & Casualty Insurance License

Outils

Applied Epic

Agency management systems

Description du poste

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.