A

Alera Group

Provides employee benefits, risk, wealth management

Personal Lines Account Manager

Full-TimeDeadline 8/26/27
$45k - $60k/yr
Mid
Lebanon, PA, USA
HybridThree or more days in the office; occasional travel may be required.
InsuranceInsurance Sales & Agency

About the job

Requirements
  • Experience in personal lines insurance, client service, account management, insurance agency support, or a related field.
  • Strong communication, organizational, and relationship-building skills.
  • Ability to manage multiple priorities while delivering client service.
  • Ability to review policies, documentation, and client information accurately.
  • Ability to work effectively with clients, carriers, producers, account managers, and agency leadership.
  • Proficiency with Microsoft Office and agency management systems.
  • Active Property & Casualty Insurance License.
  • Ongoing continuing education to maintain active license status.
Responsibilities
  • Provide professional and timely service to personal lines clients regarding coverage, billing, claims, renewals, and policy changes.
  • Review client insurance needs and recommend appropriate coverage solutions based on individual circumstances.
  • Process endorsements, policy changes, cancellations, reinstatements, and renewals accurately and efficiently.
  • Prepare applications, proposals, binders, and other insurance documentation for new and renewal business.
  • Obtain and compare quotes from insurance carriers, including coverage options and pricing for clients.
  • Communicate with carriers regarding underwriting requirements, inspections, documentation requests, and policy servicing.
  • Maintain accurate and detailed documentation within the agency management system.
  • Assist clients with claims reporting, claims follow-up, and communication with carriers as needed.
Desired Qualifications
  • Experience working in an independent insurance agency or brokerage.
  • Experience supporting personal lines insurance clients.
  • Experience with Applied Epic or other agency management systems.
  • Knowledge of personal insurance products, coverage options, underwriting requirements, and carrier processes.
  • Professional designations such as CISR, CIC, API, AINS, or similar.

About the company

A

Alera Group

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Website

Alera Group provides employee benefits, risk management, and wealth management services for businesses, nonprofits, and individuals across the United States. It combines national resources with local offices to tailor consulting, pricing, and advisory services. Core offerings include employee benefits consulting, property and casualty insurance, retirement plan services, and wealth management, plus compliance, wellness programs, and reference-based pricing to manage healthcare costs. Its goal is to help clients navigate insurance and financial landscapes, stay compliant, and control costs while meeting benefits and wealth objectives.

Company Size

1,001-5,000

Company Stage

Debt Financing

Total Funding

$4.3B

Headquarters

Deerfield, Illinois

Founded

2017

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Simplify Jobs

Simplify's Take

What believers are saying

  • Alera launched Alera Charitable with Give on November 12, 2025, expanding wealth revenue.
  • OHCA endorsed Alera in October 2025, extending its senior-care benefits and P&C platform.
  • Alera's July 9, 2026 market update said P&C rates stabilized, aiding buyer demand.

What critics are saying

  • Alera sued ex-producer Isabelle Rogers on March 27, 2026, over client-data theft.
  • USI's 2025-2026 litigation shows competitor disputes keep targeting Alera's hiring and integration practices.
  • One-Alera integration from 220 acquisitions risks advisor churn and culture fragmentation through 2026.

What makes Alera Group unique

  • Alera combines national scale with local offices across insurance, benefits, wealth, and retirement.
  • Since 2017, Alera absorbed roughly 220 firms, creating dense specialty coverage.
  • Its 2025-2026 wealth push integrates TIFIN Give, TIFIN @Work, and retirement planning.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

-5%

1 year growth

-5%

2 year growth

-5%
Encrygma
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