Commercial Lines Assistant Account Manager

Alera Group•Alamo Heights, TX

1d•Onsite

About The Position

Commercial Lines Assistant Account Manager – Property & Casualty Location: On-site – Local to San Antonio, Texas 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 Assistant Account Manager who will support risk strategy, client service excellence, and operational accuracy. About Alera Group 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. 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

Requirements

Two or more years of data entry administrative or related experience
Strong attention to detail and organizational skills
Experience managing multiple tasks in a fast paced environment
Strong client service and communication skills
Ability to work independently and solve problems efficiently

Nice To Haves

Experience in employee benefits TPA organizations COBRA or claims processing
Familiarity with benefits administration systems and data platforms
Experience handling client service interactions across phone and digital channels
Detail orientation
Accountability and follow through
Collaborative mindset
Client first thinking

Responsibilities

Support clients with coverage placement renewals claims coordination policy analysis and ongoing service needs
Collaborate with carriers and underwriters to secure appropriate coverage solutions and support underwriting processes
Contribute to client retention and growth initiatives through proactive service and timely issue resolution
Build and maintain strong relationships with clients and internal teams to ensure high quality service delivery
Maintain accurate documentation in agency management systems such as AMS360 EPIC or similar platforms
Ensure compliance with internal procedures carrier requirements and policy accuracy standards
Support audits reporting and general account servicing activities with attention to detail and timeliness
Track and manage service requests ensuring completion and proper communication with clients
Assist in identifying coverage gaps exposures and risk mitigation strategies for clients
Partner with internal teams to support new business opportunities including submissions and documentation
Contribute to process improvements that enhance efficiency and service accuracy
Support team initiatives focused on improving client experience and operational performance