Senior Personal Lines Account Manager | Hybrid

Dickerson Group; Northern (KY); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Professional development

Job summary

Alera Group, a leading independent insurance and financial services firm, is seeking a Senior Account Manager. Be responsible for managing a large personal lines book, delivering exceptional client service, and identifying cross-sell opportunities.

This hybrid role emphasizes collaboration, ongoing learning, and mentorship within a national organization. Ideal candidates have 5+ years in insurance, a P&C license, and strong communication skills to guide clients and colleagues through evolving

Qualifications

• Minimum 5 years of insurance industry experience including at least 3 years in an Account Manager role.
• Active Property & Casualty Insurance License required
• Strong knowledge of personal lines insurance coverage, underwriting, and rating concepts
• Excellent verbal and written communication skills
• Demonstrated ability to manage complex client relationships and service needs
• Proficiency with Microsoft Office applications including Word, Excel, and Outlook
• Strong organisational, time management, and problem-solving skills
• Ability to work independently while managing multiple priorities and deadlines

Responsibilities

• Manage a large and complex book of personal lines business while delivering exceptional client service
• Process account transactions including applications, quotations, ID cards, proposals, endorsements, binders, billing, and correspondence
• Respond to client, carrier, producer, and internal service requests in a timely and professional manner
• Identify account rounding and cross-selling opportunities to enhance client relationships and coverage solutions
• Conduct account reviews and coverage consultations to identify potential coverage gaps and recommend solutions
• Maintain accurate client records and documentation within agency management and document management systems
• Stay current on carrier products, underwriting requirements, rating methodologies, and industry trends
• Assist with training, mentoring, and development of new team members and personal lines colleagues

Skills

Communication skills

Client relationship management

Independent work

Microsoft Office

Education

College degree in Business, Risk Management, Insurance, or related field

Tools

AMS Sagitta

ImageRight

Job description

Alera Group, a leading independent insurance and financial services firm, is seeking a Senior Account Manager. Be responsible for managing a large personal lines book, delivering exceptional client service, and identifying cross-sell opportunities.

This hybrid role emphasizes collaboration, ongoing learning, and mentorship within a national organization. Ideal candidates have 5+ years in insurance, a P&C license, and strong communication skills to guide clients and colleagues through evolving