Commercial Lines Account Manager -Property & Casualty
Alera Group
San Antonio, Texas
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JOB DETAILS
LOCATION
San Antonio, Texas
POSTED
3 days ago
Commercial Lines Account Manager - Property & Casualty
Location: San Antonio, TX (In-Office for first 90 days; Hybrid schedule available after successful completion of onboarding and training)
At Alera Group, our Property & Casualty team helps businesses protect what they've built - from day-to-day operational risks to long-term strategic exposures. We're seeking an experienced Commercial Lines Account Manager to join one of our top-producing teams in San Antonio.
This role plays a key part in supporting producers, strengthening client relationships, and ensuring operational precision across renewals, new business, and ongoing service needs. You'll collaborate closely with producers, carriers, and clients to deliver a seamless and thoughtful client experience.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You'll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.
Why Alera Group
- Meaningful Impact: Help clients and employees navigate benefits 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
What You'll Do / Your Impact
Producer & New Business Support
- Coordinate renewals and new business activities by gathering underwriting details and maintaining accurate expiration and marketing records
- Request, review, and analyze carrier quotes
- Assist with marketing and placement of business, preparing presentations and offering thoughtful recommendations on premiums, coverage options, and outstanding items
- Serve as a day-to-day point of contact for clients and carriers
- Handle service requests, proofs of insurance, documentation, and follow-ups with responsiveness and attention to detail
- Support strong client retention through proactive communication and service excellence
- Ensure accuracy and timeliness across policies, endorsements, invoicing, audits, and billing
- Conduct month-end statement reviews and coordinate finance arrangements when needed
- Maintain organized electronic files, suspense systems, and compliance with agency E&O guidelines
- Support special projects and team initiatives as needed
What You Bring
Required
- Minimum of 5 years of experience in a similar Commercial Lines role
- Active Property & Casualty (P&C) license per state requirements
- Thorough understanding of commercial lines underwriting and coverage structures
- Strong organizational skills with the ability to manage multiple priorities
- Working knowledge of Windows-based systems
- Proficiency in Microsoft Office and Adobe Suite
- Experience with Applied Epic preferred
- Client-focused mindset
- Detail orientation and follow-through
- Collaborative approach to team support
- Analytical thinking and problem-solving ability
Work Model:
This position requires in-office presence for the first 90 days to support onboarding and training. Following successful completion of the probationary period, a hybrid schedule will be established in partnership with the manager.
Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, li
About the Company
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