OVERVIEW
Commercial Lines Account Manager – Property & Casualty
Location: San Antonio, TX (In-Office for first 90 days; Hybrid schedule available after successful completion of onboarding and training)
At Alera Group, our Property & Casualty team helps businesses protect what they’ve built — from day-to-day operational risks to long-term strategic exposures. We’re seeking an experienced Commercial Lines Account Manager to join one of our top-producing teams in San Antonio.
This role plays a key part in supporting producers, strengthening client relationships, and ensuring operational precision across renewals, new business, and ongoing service needs. You’ll collaborate closely with producers, carriers, and clients to deliver a seamless and thoughtful client experience.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You’ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.
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
Producer & New Business Support
Coordinate renewals and new business activities by gathering underwriting details and maintaining accurate expiration and marketing records
Request, review, and analyze carrier quotes
Assist with marketing and placement of business, preparing presentations and offering thoughtful recommendations on premiums, coverage options, and outstanding items
Client & Carrier Relationship Management
Serve as a day-to-day point of contact for clients and carriers
Handle service requests, proofs of insurance, documentation, and follow-ups with responsiveness and attention to detail
Support strong client retention through proactive communication and service excellence
Operational & Compliance Excellence
Ensure accuracy and timeliness across policies, endorsements, invoicing, audits, and billing
Conduct month-end statement reviews and coordinate finance arrangements when needed
Maintain organized electronic files, suspense systems, and compliance with agency E&O guidelines
Support special projects and team initiatives as needed
QUALIFICATIONS
What You Bring
Required
Minimum of 5 years of experience in a similar Commercial Lines role
Active Property & Casualty (P&C) license per state requirements
Thorough understanding of commercial lines underwriting and coverage structures
Strong organizational skills with the ability to manage multiple priorities
Technical Skills
Working knowledge of Windows-based systems
Proficiency in Microsoft Office and Adobe Suite
Experience with Applied Epic preferred
Core Competencies
Client-focused mindset
Detail orientation and follow-through
Collaborative approach to team support
Analytical thinking and problem-solving ability
ADDITIONAL INFORMATION
Work Model:
This position requires in-office presence for the first 90 days to support onboarding and training. Following successful completion of the probationary period, a hybrid schedule will be established in partnership with the manager.
Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability insurance, 401(k), generous paid time off, and more.
Professional Development – Alera Group Academy
We believe strong professionals are built, not found. Through Alera Group Academy, you’ll have access to structured development opportunities designed to expand your expertise and support long-term career growth.
Opportunities include:
Technical training in commercial lines and coverage strategy
Continuing education and license maintenance support
Leadership development pathways
Peer knowledge-sharing communities
Cross-line-of-business collaboration and learning
Whether your goal is deepening your technical expertise or growing into broader leadership, we’re committed to helping you move forward.
Licensure & Continuing Education
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
In-Office