Personal Lines Account Manager

Personal Lines Account Manager – Property & CasualtyHybrid - Stevens Point preferred, Onalaska or WausauAt Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We are seeking a Personal Lines Account Manager to provide responsive, accurate support to commercial insurance clients. This role partners closely with Producers and Account Managers to service accounts, process policy changes, coordinate renewals, and deliver a consistently positive client experience.About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S.

business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.This role is a balance between client service and new business sales.

The PL Account Manager stewards an existing personal lines book of business and has the opportunity to grow the book by focusing on new business. The AM focuses on building relationships and protecting families in the community.Why Alera GroupMeaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfactionGrowth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industriesCollaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative WayResponsibilitiesClient Partnership & Risk StrategyServe as a trusted advisor to personal lines clients by managing and servicing an existing book of businessReview policies with clients to identify coverage gaps and recommend appropriate enhancements, including increased limits or additional linesBuild and maintain strong client relationships through proactive communication, responsiveness, and follow-throughSubmit and support claims with carriers, assisting clients through escalated claim issues as neededContribute to client retention and growth through referrals, cross-selling, and prospecting effortsOperational ExcellenceInitiate and follow up on client, carrier, and internal requests to resolve issues, process changes, and issue new or renewal policiesPrepare, monitor, and maintain policy documentation including renewals, applications, certificates, endorsements, cancellations, and claimsMaintain accurate records and suspense for follow-up actions within the agency management systemEnsure compliance, accuracy, and timeliness in all client and carrier documentationMaintain product supply inventory for the branch office, as applicableStrategic ContributionOperate independently without an assigned producer while collaborating with internal teams and carrier partnersSupport new business production through prospecting, referrals, cross selling, centers of influence, and community relationship-buildingParticipate in meetings, training sessions, and educational activities to stay current on industry trends, products, and regulationsAssist with special projects and administrative support as requestedQualificationsRequiredExperience in personal lines insurance client service or account managementWorking knowledge of insurance policies, forms, terminology, and coverage structuresStrong written and verbal communication skills with the ability to build rapport and explain coverage clearlyProficiency with Microsoft Word, Excel, Outlook, and internet-based systemsAbility to manage multiple priorities, meet deadlines, and work independently with attention to detailPreferredAssociate's degree in business, marketing, or a related field, or equivalent combination of education and experienceTwo to three years of insurance agency and/or sales experienceExperience with Applied EPIC or similar agency management systemsActive state Property & Casualty insurance licenseProfessional designations such as CISR or CICCore CompetenciesClient-first mindset with a focus on long-term relationshipsDetail-oriented with strong organizational skillsAccountability and reliabilityCollaborative and professional approachProblem-solving and proactive service orientationAdditional InformationBenefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.Work Model: This role is HybridProfessional Development – Alera Group AcademyAt Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.You'll have access to:Role-specific learning pathsLeadership development programsTechnical and compliance trainingIndustry certifications and continuing education supportPeer learning and knowledge-sharing communitiesWhether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.Licensure & CertificationsActive State Life & Health LicenseOngoing continuing education to maintain active statusWe'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