Commercial Lines Assistant Account Manager
About The Position
Trimble-Batjer, an Alera Group Company, is seeking an experienced Commercial Lines Assistant Account Manager to join one of our top producing Property & Casualty teams in San Antonio, TX. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. The Assistant Account Manager plays a critical support role within the Commercial Lines department, ensuring smooth operations and high-quality service delivery. Responsibilities span across policy processing, client communications, and administrative support.
Requirements
- Minimum of 1 year experience in a similar position is desirable.
- Must be licensed in Property & Casualty (P&C) per state requirements.
- Should have thorough understanding of commercial lines underwriting and coverages.
- Working knowledge of Windows based computer, Office and Adobe Suites. Previous experience with Applied Epic is preferred.
Responsibilities
- Serve as the "right hand" to Account Managers by accurately processing endorsements, policy changes, and cancellations to ensure client coverage is uninterrupted.
- Take ownership of the certificate issuance process and policy checking, ensuring all client deliverables are precise, compliant, and delivered on time.
- Collaborate with the team to create professional proposals for new and renewal business, gathering necessary data and spreadsheets to support the sales process.
- Field billing inquiries and routine client questions with professionalism, acting as a reliable point of contact for day-to-day account needs.
- Maintain immaculate client records in our agency management system (EPIC), ensuring that all files, correspondence, and policy details are up-to-date and easily accessible.
- Utilize strong computer literacy to navigate carrier portals for quoting and policy retrieval, while quickly learning and mastering our internal systems.
- Actively participate in training and development opportunities to expand your insurance knowledge, with a clear goal of advancing to an Account Manager role
Benefits
- Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
