Commercial Lines Account Manager

Trimble-Batjer, an Alera Group Company, is seeking a Commercial Lines 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 15th 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.

• Manage an assigned book of business, focusing on maximizing client retention and building strong, long-term relationships through proactive engagement and annual reviews.
• Oversee the entire policy lifecycle, including renewals, invoicing, processing policies/endorsements/audits, and providing excellent customer service for all client inquiries.
• Act as a liaison with carriers, gathering underwriting information, negotiating terms, and collaborating with producers to secure appropriate coverage for clients.
• Provide claims advocacy and resolve complex client service issues, including coverage questions and billing discrepancies.
• Identify and pursue cross-sale opportunities, recommending suitable insurance products and referring clients to other firm resources.
• Ensure complete and accurate data in agency management systems and adhere to all prescribed processes, procedures, and regulatory standards.
• Work cooperatively with colleagues and assist in mentoring and training other associates to foster a collaborative environment

• Active Property & Casualty (P&C) broker's license is mandatory.
• Minimum of 2-3 years of relevant experience in commercial lines account management or P&C administration, with a strong client service history.
• Thorough technical knowledge of commercial property and casualty products, including policy forms and endorsements.
• Demonstrated proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with agency management systems (e.g., EPIC) and CRM programs.
• Excellent written and verbal communication skills, with the ability to convey complex information clearly to diverse audiences.
• Highly organized, self-directed, with superior time management, significant attention to detail, and strong analytical problem-solving abilities.
• A strong client-centric approach, coupled with effective consultative selling skills and a proactive attitude towards identifying client needs and growth opportunities.

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

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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