Personal Lines Account Manager

• Deliver exceptional service to enhance our agency's reputation and revenue, focusing on achieving a client retention rate of at least 94%, with a goal of reaching 98%.
• Conduct annual reviews for high-value accounts and multi-policy accounts every three years to ensure client satisfaction and retention.
• Utilize IT programs and tools effectively to enhance efficiency for both individual and team tasks.
• Support internal processes and actively contribute in meetings to maintain high agency standards.
• Ensure accurate and compliant completion of applications, renewals, and endorsements, upholding the highest levels of professionalism.

• At least 2 years of experience in Personal Lines account management.
• A valid Insurance Producer License.
• A deep understanding of insurance markets, policies, and products, with a willingness to share insights.
• Exceptional listening, communication, and organizational skills.
• Ability to manage multiple projects and deadlines efficiently.
• High sense of urgency and strong problem-solving capabilities.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $55K to 65K per year.

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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.