Commercial Lines Account Manager

Alera Group

San Antonio, Texas

JOB DETAILS
LOCATION
San Antonio, Texas
POSTED
11 days ago
OVERVIEW

Commercial Lines Account Manager - Property & Casualty
Location: Hybrid

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Commercial Lines 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 will focus on risk management, client servicing, claims support, sales growth, underwriting, analytics, and collaborate with producers, account managers, carriers, clients, internal operations teams.

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
RESPONSIBILITIES

What You'll Do / Your ImpactClient Partnership & Risk Strategy
  • Support Producers by coordinating renewals and new business for commercial accounts
  • Gather underwriting information and engage clients to prepare renewal and marketing submissions
  • Serve as a day-to-day point of contact for clients and carriers, responding to questions and service needs
  • Strengthen client relationships through clear communication and reliable follow-through
Operational Excellence
  • Request, review, and analyze carrier quotes for accuracy, coverage, and pricing
  • Assist with marketing and placement of business, including preparation of presentations and premium analysis
  • Ensure accuracy and timeliness of policies, endorsements, invoicing, audits, and billing
  • Review month-end statements and assist with finance arrangements as needed
  • Issue proofs of insurance and manage service follow-ups
  • Maintain organized electronic files, suspense systems, and follow-up tracking
  • Ensure compliance with agency E&O guidelines and internal procedures
Strategic Contribution
  • Provide thoughtful recommendations on coverage options, quotes, and open issues
  • Support special projects and process improvements as assigned
  • Contribute to efficient workflows and consistent, high-quality service delivery

QUALIFICATIONS

What You BringRequired
  • Minimum of 5 years of experience in a commercial insurance account management role
  • Active Property & Casualty insurance license
  • Strong understanding of commercial lines underwriting and coverages
  • Proficiency in Microsoft Office and Adobe applications
  • Strong organizational skills with attention to detail
  • Excellent verbal and written communication skills
Preferred
  • Experience working in Applied Epic or similar agency management systems
  • Experience supporting middle-market or complex commercial accounts
Core Competencies
  • Detail orientation and accuracy
  • Accountability and follow-through
  • Collaborative mindset
  • Client-first thinking
  • Strong time management and prioritization
  • Proactive problem-solving

ADDITIONAL INFORMATION

Compensation:
Salary range: $75,000 - $90,000 per year

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

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.

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About the Company

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Alera Group