Commercial Lines Account Manager

About the job

OVERVIEW

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

• About Alera Group
• Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
• Why Join Alera Group?
• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
• Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.
• The Opportunity
• At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Commercial Lines Account Manager , you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

RESPONSIBILITIES

• Coordinate expirations with producers and obtain information needed for renewal and new business
• Manage day-to-day client communications, providing timely responses and resolving service issues
• Review policies and endorsements for accuracy in rating, coverage, and compliance
• Market new and renewal business, request carrier bids, verify specifications, and negotiate pricing and coverage terms
• Lead the renewal process, including strategy development, proposal preparation, presentation materials, and client meetings
• Provide service for assigned clients, including claims assistance, policy changes, certificates, auto ID cards, and other documentation
• Maintain accurate client records, document interactions, and manage follow-up activities in AMS360, Applied Epic, or another agency management system
• Follow agency errors and omissions guidelines while maintaining complete and orderly electronic and paper files

QUALIFICATIONS

• Required Qualifications
• Active Property & Casualty Insurance License
• 2 to 3 years of commercial lines account management experience
• Strong knowledge of commercial insurance underwriting and coverages
• Proficiency with Microsoft Office and agency management systems
• Excellent verbal and written communication skills
• Detail-oriented, self-motivated, and able to manage multiple priorities

• Preferred Qualifications
• Ability to negotiate with carriers and advocate for clients
• Strong organizational and time-management skills
• Professional designation such as CIC or CISR

• Benefits
• Eligible colleagues enjoy a comprehensive benefits package including:
• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

ADDITIONAL INFORMATION

• Work Arrangement
• This position is Hybrid .
• Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.
• Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.
• 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