Apply on Employer Site

Alera Group, Inc. · 2 hours ago

Personal Lines Account Manager

Waukesha, WI

Full-time

Onsite

Entry, Mid Level

$24/hr - $26/hr

2+ years exp

Alera Group, Inc. is seeking a Personal Lines Account Manager to join their team. This role involves managing customer inquiries, preparing insurance documents, and focusing on client retention and new business development.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Responds to and follows up on customer, carrier, and agent inquiries to resolve issues, gather information, request policy changes, and process new policies

Prepares and monitors insurance documents including renewals, certificates, claims, cancellations, and applications, ensuring timely and accurate handling

Reviews existing client policies, verifies exposures, recommends additional coverages, and facilitates policy enhancements to ensure comprehensive protection

Focuses on client retention through strong relationship-building, proactive service, and reliable follow-through on commitments

Actively pursues new business through prospecting, referrals, cross-selling, and leveraging centers of influence

Submits claims to carriers and supports clients with escalated claim situations, providing clear communication and follow-up

Maintains office inventory, manages assigned projects, attends meetings and training sessions, and stays current on industry trends and regulatory updates

Qualification

Insurance knowledgeMicrosoft Office proficiencyInsurance licenseCISRCIC designationOrganizational skillsCommunication skills

Required

Associate's degree in business or marketing preferred, with 2-3 years of relevant experience or a combination of education and training; insurance agency and sales experience strongly preferred

Working knowledge of insurance forms, terminology, bonds, and personal lines products required

Proficient in Microsoft Word, Excel, Outlook, and capable of efficient internet navigation; experience with EPIC Applied is preferred

Must possess or be able to obtain a state-specific insurance license; professional designations such as CISR or CIC are highly desirable

Demonstrated ability to operate standard office equipment and use software tools to complete tasks accurately and efficiently

Strong organizational skills with the ability to prioritize work, meet deadlines, and manage multiple responsibilities in a dynamic environment

Professional demeanor and communication skills for effective interaction with internal team members and external clients

Preferred

Associate's degree in business or marketing preferred, with 2-3 years of relevant experience or a combination of education and training; insurance agency and sales experience strongly preferred

Proficient in Microsoft Word, Excel, Outlook, and capable of efficient internet navigation; experience with EPIC Applied is preferred

Must possess or be able to obtain a state-specific insurance license; professional designations such as CISR or CIC are highly desirable

Benefits

Medical

Dental

Life and disability insurance

401k

Generous paid time off

Much more

Company

Alera Group, Inc.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Founded in 2017

Deerfield, Illinois, USA

1001-5000 employees