Commercial Lines Account Manager

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.

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.

• 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

• 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

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

• 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

• 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

• Experience with AMS
  360, 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

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

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous…