Alera Group

Overview

Alera Group is looking for a Personal Lines Account Manager for a hybrid position based from our office in Plains, Montana. 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

• Serve as the first point of contact for personal‑lines customers—handling billing questions, policy changes, quote requests, claim processing, and detailed product guidance, then routing to sales agents for new or upgraded coverage.
• Collect and input customer data accurately into the agency management system; verify records, upload mail and documents, and post incoming checks to the correct trust accounts.
• Manage policy renewals by reviewing accounts 30–60 days in advance, re‑shopping coverage when advantageous, and coordinating with carriers to secure optimal terms.
• Process personal‑lines claims from first notice through payment, ensuring timely, accurate settlements and clear communication with clients, agents, and adjusters.
• Collaborate with agents, underwriters, and other internal departments to resolve complex account, billing, and underwriting issues for both personal and commercial lines.
• Support commercial‑lines staff by answering client inquiries, assisting with billing issues, and producing certificates of insurance as needed.
• Work on‑site two to three days per week, maintaining up‑to‑date knowledge of agency workflows and compliance requirements while ensuring all customer interactions are documented promptly and correctly.

Equal Opportunity Employment

This job requires presence in the office on a hybrid schedule as agreed with the manager.

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 $45K to 55K 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.

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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