Personal Lines Account Manager

OVERVIEW

Personal Lines Account Manager – Property & Casualty

Hybrid or Remote - Hybrid in Stevens Point, Onalaska or Wausau; Remote in WI only

At 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 Group

Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

What You’ll Do / Your Impact

Client Partnership & Risk Strategy

Serve as a trusted advisor to personal lines clients by managing and servicing an existing book of business

Review policies with clients to identify coverage gaps and recommend appropriate enhancements, including increased limits or additional lines

Build and maintain strong client relationships through proactive communication, responsiveness, and follow-through

Submit and support claims with carriers, assisting clients through escalated claim issues as needed

Contribute to client retention and growth through referrals, cross-selling, and prospecting efforts

Operational Excellence

Initiate and follow up on client, carrier, and internal requests to resolve issues, process changes, and issue new or renewal policies

Prepare, monitor, and maintain policy documentation including renewals, applications, certificates, endorsements, cancellations, and claims

Maintain accurate records and suspense for follow-up actions within the agency management system

Ensure compliance, accuracy, and timeliness in all client and carrier documentation

Maintain product supply inventory for the branch office, as applicable

Strategic Contribution

Operate independently without an assigned producer while collaborating with internal teams and carrier partners

Support new business production through prospecting, referrals, cross selling, centers of influence, and community relationship-building

Participate in meetings, training sessions, and educational activities to stay current on industry trends, products, and regulations

Assist with special projects and administrative support as requested

QUALIFICATIONS

What You Bring

Required

Experience in personal lines insurance client service or account management

Working knowledge of insurance policies, forms, terminology, and coverage structures

Strong written and verbal communication skills with the ability to build rapport and explain coverage clearly

Proficiency with Microsoft Word, Excel, Outlook, and internet-based systems

Ability to manage multiple priorities, meet deadlines, and work independently with attention to detail

Preferred

Associate’s degree in business, marketing, or a related field, or equivalent combination of education and experience

Two to three years of insurance agency and/or sales experience

Experience with Applied EPIC or similar agency management systems

Active state Property & Casualty insurance license

Professional designations such as CISR or CIC

Core Competencies

Client-first mindset with a focus on long-term relationships

Detail-oriented with strong organizational skills

Accountability and reliability

Collaborative and professional approach

Problem-solving and proactive service orientation

ADDITIONAL INFORMATION

Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: This role is Hybrid or Remote in WI only

Professional Development – Alera Group Academy

At 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 paths

Leadership development programs

Technical and compliance training

Industry certifications and continuing education support

Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications

This position may require:

Active State Life & Health License

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

What You’ll Do / Your Impact

Client Partnership & Risk Strategy

Serve as a trusted advisor to personal lines clients by managing and servicing an existing book of business

Review policies with clients to identify coverage gaps and recommend appropriate enhancements, including increased limits or additional lines

Build and maintain strong client relationships through proactive communication, responsiveness, and follow-through

Submit and support claims with carriers, assisting clients through escalated claim issues as needed

Contribute to client retention and growth through referrals, cross-selling, and prospecting efforts

Operational Excellence

Initiate and follow up on client, carrier, and internal requests to resolve issues, process changes, and issue new or renewal policies

Prepare, monitor, and maintain policy documentation including renewals, applications, certificates, endorsements, cancellations, and claims

Maintain accurate records and suspense for follow-up actions within the agency management system

Ensure compliance, accuracy, and timeliness in all client and carrier documentation

Maintain product supply inventory for the branch office, as applicable

Strategic Contribution

Operate independently without an assigned producer while collaborating with internal teams and carrier partners

Support new business production through prospecting, referrals, cross selling, centers of influence, and community relationship-building

Participate in meetings, training sessions, and educational activities to stay current on industry trends, products, and regulations

Assist with special projects and administrative support as requested

What You Bring

Required

Experience in personal lines insurance client service or account management

Working knowledge of insurance policies, forms, terminology, and coverage structures

Strong written and verbal communication skills with the ability to build rapport and explain coverage clearly

Proficiency with Microsoft Word, Excel, Outlook, and internet-based systems

Ability to manage multiple priorities, meet deadlines, and work independently with attention to detail

Preferred

Associate’s degree in business, marketing, or a related field, or equivalent combination of education and experience

Two to three years of insurance agency and/or sales experience

Experience with Applied EPIC or similar agency management systems

Active state Property & Casualty insurance license

Professional designations such as CISR or CIC

Core Competencies

Client-first mindset with a focus on long-term relationships

Detail-oriented with strong organizational skills

Accountability and reliability

Collaborative and professional approach

Problem-solving and proactive service orientation