Personal Lines Account Manager

OVERVIEW

Account Manager – Property & Casualty Location: Hybrid (flexible) | Syracuse, New York

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Account Manager who will support risk strategy, client service excellence, and operational accuracy.

About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Why Alera Group

Meaningful Impact: Help clients and employees navigate programs that drive retention, engagement, and satisfaction

Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

What You’ll Do / Your Impact

Client Partnership & Risk Strategy

• Support clients with coverage placement renewals claims coordination policy analysis and day to day servicing across personal lines accounts including home auto umbrella and flood
• Collaborate with carriers and underwriters to obtain quotes submit documentation and resolve service requests efficiently
• Contribute to retention and growth initiatives through account reviews remarketing account rounding and cross selling
• Evaluate client exposures and recommend coverage changes while clearly explaining options to support informed decision making

Operational Excellence

• Maintain documentation in agency management systems such as Sagitta ImageRight or similar platforms
• Ensure compliance with underwriting guidelines internal procedures and policy accuracy standards
• Support audits reporting and workflow management as needed
• Manage account servicing activities with accuracy timeliness and attention to detail

Strategic Contribution

• Assist in identifying coverage gaps exposures and risk mitigation strategies
• Partner on new business opportunities by supporting submissions and client transitions
• Contribute to process improvements that enhance client experience and operational efficiency

QUALIFICATIONS

What You Bring

Required

• Two or more years of Personal Lines Property and Casualty account management experience
• Strong knowledge of personal lines coverages and underwriting requirements
• Strong communication and relationship management skills
• Ability to manage multiple priorities in a dynamic environment

Preferred

• Valid Property and Casualty license
• Experience with Vertafore Sagitta ImageRight or similar systems
• Comfort with rating tools and Microsoft Office applications
• Strong analytical and problem solving capability

Core Competencies

• Detail orientation
• Accountability and follow through
• Collaborative mindset
• Client first thinking

ADDITIONAL INFORMATION

Compensation: Hourly range: $24 – $28 per hour Eligible for performance-based bonus: Yes

Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: This role is Hybrid (flexible) Local to Syracuse, New York

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy , we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to

Role-specific learning paths

Leadership development programs

Technical and compliance training

Industry certifications and continuing education support

Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require

Active State Property & Casualty License

Ability to obtain required licensure within 6 months of hire

Ongoing continuing education to maintain active status

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.

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Location Type

Hybrid - 2 or less days in office

What You'll Do / Your Impact

Client Partnership & Risk Strategy

• Support clients with coverage placement renewals claims coordination policy analysis and day to day servicing across personal lines accounts including home auto umbrella and flood
• Collaborate with carriers and underwriters to obtain quotes submit documentation and resolve service requests efficiently
• Contribute to retention and growth initiatives through account reviews remarketing account rounding and cross selling
• Evaluate client exposures and recommend coverage changes while clearly explaining options to support informed decision making

Operational Excellence

• Maintain documentation in agency management systems such as Sagitta ImageRight or similar platforms
• Ensure compliance with underwriting guidelines internal procedures and policy accuracy standards
• Support audits reporting and workflow management as needed
• Manage account servicing activities with accuracy timeliness and attention to detail

Strategic Contribution

• Assist in identifying coverage gaps exposures and risk mitigation strategies
• Partner on new business opportunities by supporting submissions and client transitions
• Contribute to process improvements that enhance client experience and operational efficiency

What You Bring

Required

• Two or more years of Personal Lines Property and Casualty account management experience
• Strong knowledge of personal lines coverages and underwriting requirements
• Strong communication and relationship management skills
• Ability to manage multiple priorities in a dynamic environment

Preferred

• Valid Property and Casualty license
• Experience with Vertafore Sagitta ImageRight or similar systems
• Comfort with rating tools and Microsoft Office applications
• Strong analytical and problem solving capability

Core Competencies

• Detail orientation
• Accountability and follow through
• Collaborative mindset
• Client first thinking