Assistant Commercial Lines Account Manager

Alera Group•Alamo Heights, TX

15h•Hybrid

About The Position

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Assistant Account Manager who will support risk strategy, client service excellence, and operational accuracy. This role will focus on client servicing, administrative support and analytics and collaborate with producers, account managers, carriers, clients and internal operations teams. 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.

Requirements

Minimum of 1 year of experience in a similar insurance support role
Active Property & Casualty insurance license (or ability to obtain per state requirements)
Strong understanding of Property & Casualty underwriting and coverages
Proficiency with computers and office equipment, including email and document systems
Strong verbal and written communication skills
Ability to manage multiple tasks and meet deadlines
Detail orientation and accuracy
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Strong organization and time‑management skills
Proactive problem‑solving

Nice To Haves

Experience working in an agency management system
Prior exposure to commercial lines policy processing or renewals

Responsibilities

Support Account Managers and Producers in servicing commercial lines accounts
Assist with client communications related to policy changes, renewals, and documentation
Provide backup coverage for Account Managers during absences
Process policy changes, endorsements, and updates in the agency management system
Retrieve and review policy documents from carrier portals
Create and manage proposal documents for new and renewal business
Collect supplemental information and prepare online quotes and submissions
Assemble documents for client signatures and electronic delivery
Issue certificates of insurance accurately and in a timely manner
Prepare finance agreements, premium notes, and related documentation
Process Auto ID cards and Motor Vehicle Reports
Handle invoicing, billing tasks, and insured inquiries related to payments
Maintain data accuracy through account clean‑up and system updates
Review discrepancy reports and make corrections as needed
Support renewal preparation and submission timelines
Contribute to efficient workflows and high‑quality service delivery
Stay current on Property & Casualty coverages and underwriting practices