Commercial Lines Account Manager

Alera Group

  • San Antonio, Texas
  • 30+ days ago
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    Skills

    • Alliance/Partner Managementunmatched
    • Analysis Skillsunmatched
    • Asset Managementunmatched
    • Billingunmatched
    • Brokerageunmatched
    • Communication Skillsunmatched
    • Compensation and Benefitsunmatched
    • Customer Relationsunmatched
    • Customer Retention/Renewalunmatched
    • Customer Service Operationsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Employee Benefitsunmatched
    • Establish Prioritiesunmatched
    • File Maintenanceunmatched
    • Financeunmatched
    • Follow Throughunmatched
    • Health Informaticsunmatched
    • Insuranceunmatched
    • Insurance Salesunmatched
    • Maintain Complianceunmatched
    • Marketingunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Pricingunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Property Managementunmatched
    • Property and Casualty Insuranceunmatched
    • Retention Programsunmatched
    • Revenue Growthunmatched
    • Riskunmatched
    • Risk Managementunmatched
    • Sales Managementunmatched
    • Service Deliveryunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Underwritingunmatched
    • Writing Skillsunmatched

    Description

    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, etc. 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

    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.

    You'll have access to:
    • Role-specific learning paths<

    Numbers & Facts

    LocationSan Antonio, Texas

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