Commercial Lines Account Manager

Alera Group•Alamo Heights, TX

22h•Hybrid

About The Position

Commercial Lines Account Manager – Property & Casualty 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. This role will focus on risk management, client servicing, claims support, sales growth, underwriting, analytics, and collaborate with producers, account managers, carriers, clients, internal operations teams.

Requirements

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

Nice To Haves

Experience working in Applied Epic or similar agency management systems
Experience supporting middle‑market or complex commercial accounts
Detail orientation and accuracy
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Strong time management and prioritization
Proactive problem‑solving

Responsibilities

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
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
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