Personal Lines Assistant Account Manager

OVERVIEW Alera Group is looking for a Personal Lines Assistant Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. RESPONSIBILITIES

• Provide administrative and service support to Personal Lines Account Managers and Producers.
• Process policy changes, endorsements, cancellations, and other service requests in a timely and accurate manner.
• Assist in preparing insurance proposals, renewal reviews, and policy documents for client delivery.
• Maintain accurate records in the agency management system.
• Respond to client inquiries regarding billing, coverage, and documentation.
• Follow up with carriers and clients on outstanding documentation or requests.
• Issue certificates of insurance, ID cards, binders, and evidences of insurance as needed.
• Ensure all activities are documented and comply with agency workflows and procedures.
• Support the team with special projects, audits, and account clean-up initiatives QUALIFICATIONS
• 1+ years of experience in a customer service, administrative, or insurance-related role preferred.
• Current Property & Casualty license or willingness to obtain within 6–12 months of hire (as required by state law).
• Familiarity with personal insurance coverages (e.g., auto, home, umbrella, recreational vehicles) is a plus.
• Strong attention to detail and organizational skills.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with agency management systems preferred.
• Excellent communication skills, both written and verbal.
• Team player with a positive attitude and willingness to learn. ADDITIONAL INFORMATION This job is expected to be performed on-site in the office. Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. 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. #LI-AM2 #LI-Onsite
• 1+ years of experience in a customer service, administrative, or insurance-related role preferred.
• Current Property & Casualty license or willingness to obtain within 6–12 months of hire (as required by state law).
• Familiarity with personal insurance coverages (e.g., auto, home, umbrella, recreational vehicles) is a plus.
• Strong attention to detail and organizational skills.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with agency management systems preferred.
• Excellent communication skills, both written and verbal.
• Team player with a positive attitude and willingness to learn.
• Provide administrative and service support to Personal Lines Account Managers and Producers.
• Process policy changes, endorsements, cancellations, and other service requests in a timely and accurate manner.
• Assist in preparing insurance proposals, renewal reviews, and policy documents for client delivery.
• Maintain accurate records in the agency management system.
• Respond to client inquiries regarding billing, coverage, and documentation.
• Follow up with carriers and clients on outstanding documentation or requests.
• Issue certificates of insurance, ID cards, binders, and evidences of insurance as needed.
• Ensure all activities are documented and comply with agency workflows and procedures.
• Support the team with special projects, audits, and account clean-up initiatives