Account Manager - Personal Lines

OVERVIEW

Hybrid

• Grand Rapids, MI At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking an 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. This role focuses on managing a book of business, delivering a high level of service to clients and internal team members. You will serve as a trusted advisor, providing education and guidance to clients on their personal insurance. Why Alera Group Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another. Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization. Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success RESPONSIBILITIES What You'll Do / Your Impact Client Partnership & Risk Strategy Serve as a trusted advisor by helping clients understand their insurance needs and coverage options Build strong relationships with clients, carriers, and business partners while delivering an exceptional service experience Conduct account reviews, provide coverage recommendations, and support client retention and account growth initiatives Operational Excellence Manage policy transactions, client requests, coverage changes, billing inquiries, and claims support Maintain accurate documentation and client records in agency management systems Ensure timely, accurate processing while maintaining a high level of attention to detail Strategic Contribution Identify opportunities for account rounding, cross-selling, and new business development Support departmental goals through client retention and growth efforts Contribute to a positive team culture through collaboration, mentorship, and continuous learning QUALIFICATIONS What You Bring Required Experience in a client-facing customer service, insurance, or account management role Strong communication, relationship-building, and problem-solving skills Ability to manage multiple priorities in a fast-paced environment Proficiency with Microsoft Office and business systems High school diploma or equivalent Current insurance license or willingness to obtain required licensure Preferred College degree Personal insurance or agency experience Advanced professional designations such as AAI, ARM, CIC, or similar Experience mentoring team members and supporting cross-functional initiatives Core Competencies Client-first mindset Attention to detail Accountability and follow-through Relationship management Collaboration and teamwork Adaptability and problem solving Strong verbal and written communication skills ADDITIONAL INFORMATION 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
• Grand Rapids, MI 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 This position requires: Active Property & Casualty License 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. #LI-KL1 #LI-Hybrid Location Type Hybrid - 3 or more days in office
• Office UKG Work location What You'll Do / Your Impact Client Partnership & Risk Strategy Serve as a trusted advisor by helping clients understand their insurance needs and coverage options Build strong relationships with clients, carriers, and business partners while delivering an exceptional service experience Conduct account reviews, provide coverage recommendations, and support client retention and account growth initiatives Operational Excellence Manage policy transactions, client requests, coverage changes, billing inquiries, and claims support Maintain accurate documentation and client records in agency management systems Ensure timely, accurate processing while maintaining a high level of attention to detail Strategic Contribution Identify opportunities for account rounding, cross-selling, and new business development Support departmental goals through client retention and growth efforts Contribute to a positive team culture through collaboration, mentorship, and continuous learning What You Bring Required Experience in a client-facing customer service, insurance, or account management role Strong communication, relationship-building, and problem-solving skills Ability to manage multiple priorities in a fast-paced environment Proficiency with Microsoft Office and business systems High school diploma or equivalent Current insurance license or willingness to obtain required licensure Preferred College degree Personal insurance or agency experience Advanced professional designations such as AAI, ARM, CIC, or similar Experience mentoring team members and supporting cross-functional initiatives Core Competencies Client-first mindset Attention to detail Accountability and follow-through Relationship management Collaboration and teamwork Adaptability and problem solving Strong verbal and written communication skills