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Alera Group Logo Alera Group · Insurance

Personal Lines Account Manager

United States, Bedford Employment contract 55000.00 - 75000.00 USD / Year · Job Posted May 27, 2026
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Job Description

Alera Group is seeking an experienced Personal Lines Account Manager II to join our team. This role is responsible for managing and servicing a book of personal lines business, delivering exceptional client service, supporting retention efforts, and identifying opportunities to strengthen client relationships through additional coverage solutions. The ideal candidate is client-focused, highly organized, proactive, and comfortable managing multiple priorities in a fast-paced environment. This individual will serve as a trusted advisor to clients, helping evaluate coverage needs, guide renewal strategy, and ensure a high-quality client experience.

Job Responsibility

  • Manage and service a book of personal lines business, including Pinnacle and multi-policy accounts
  • Serve as a trusted advisor to clients by proactively reviewing coverage needs, identifying gaps, and recommending appropriate solutions
  • Support account retention efforts through responsive service, relationship management, and proactive renewal strategy
  • Complete applications, endorsements, policy changes, renewals, billing inquiries, and related servicing requests accurately and efficiently
  • Rate, quote, review, and bind personal lines risks in accordance with underwriting guidelines and agency workflows
  • Design and present insurance solutions that align with client needs and risk exposures
  • Respond promptly and professionally to client questions, service requests, and coverage concerns
  • Participate in client meetings as needed to review existing programs, market strategy, and coverage recommendations
  • Identify opportunities to expand client relationships through additional products, services, or coverage solutions
  • Generate referrals and support new business growth initiatives where appropriate
  • Promote agency programs, resources, and value-added services that enhance the client experience
  • Maintain accurate and thorough documentation within agency management systems
  • Ensure compliance with underwriting guidelines, internal workflows, and service standards
  • Collaborate effectively with internal teams, carriers, and agency partners to support strong client outcomes
  • Continuously evaluate processes and identify opportunities to improve efficiency and service delivery
  • Participate in training, agency initiatives, and professional development opportunities

Requirements

  • Personal Lines insurance account management experience
  • Active insurance producer license required
  • Strong knowledge of personal lines insurance products, markets, underwriting guidelines, and carrier offerings
  • Excellent client service, communication, and relationship management skills
  • Strong organization, follow-through, and attention to detail
  • Ability to manage multiple priorities and deadlines in a fast-paced environment
  • Strong problem-solving skills and sense of urgency
  • Proficiency with agency management systems and relevant technology tools
  • Bachelor's degree preferred
  • Experience managing Pinnacle, high-net-worth, or multi-policy personal lines accounts
  • Experience with proactive client account reviews and consultative coverage discussions

Nice to have

  • Bachelor's degree preferred
  • Experience managing Pinnacle, high-net-worth, or multi-policy personal lines accounts
  • Experience with proactive client account reviews and consultative coverage discussions

What we offer

  • medical
  • dental
  • vision
  • life and disability coverage
  • 401(k)
  • generous PTO
  • role-specific learning paths
  • leadership development programs
  • technical and compliance training
  • industry certifications and continuing education support
  • peer learning and knowledge-sharing communities
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