OVERVIEW

Commercial Lines Account Manager – Property & Casualty
Location: San Angelo, Texas

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.

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 Impact

Client Partnership & Risk Strategy

Manage and service a portfolio of commercial insurance clients, providing responsive day-to-day support and issue resolution
Coordinate expirations with producers to obtain renewal and new business information
Collaborate with carriers and underwriters to market, negotiate, and place coverage
Assist in marketing new and renewal business by requesting carrier quotations and verifying specifications
Provide claims assistance, policy servicing, and ongoing support throughout the client lifecycle
Prepare proposals, presentation materials, and renewal strategies that support client retention and growth

Operational Excellence

Review policies and endorsements for accuracy in rating, coverages, and compliance
Maintain accurate client records and documentation within agency management systems such as AMS360 or EPIC
Ensure compliance with agency E&O guidelines and documentation standards
Document client interactions and maintain appropriate follow-up activities
Issue certificates, auto ID cards, and other client documentation promptly and accurately
Support audits, reporting, and administrative processes as needed

Strategic Contribution

Assist in identifying coverage considerations and risk management opportunities for clients
Partner with producers on new business opportunities and renewal strategies
Support client presentations, proposals, and carrier negotiations
Contribute to retention and revenue growth initiatives through proactive account management and exceptional service

QUALIFICATIONS

What You Bring

Required

Property & Casualty Insurance License
Minimum 2–3 years of commercial lines account management experience
Strong understanding of commercial insurance underwriting and coverages
Experience in commercial insurance client service and account management
Strong communication and relationship management skills
Ability to manage multiple priorities in a dynamic, fast-paced environment
Proficiency in Microsoft Office and agency management systems

Preferred

Experience with AMS360, EPIC, or similar agency management platforms
Ability to negotiate with carriers and advocate for clients
Strong analytical and problem-solving capabilities
Professional designations such as CIC or CISR

Core Competencies

Detail orientation
Accountability and follow-through
Collaborative mindset
Client-first thinking
Relationship management
Organization and prioritization
Communication and professionalism

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
Local to San Angelo, Texas.

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 - 3 or more days in office - Office UKG Work location

Learn more about this Employer on their Career Site