Commercial Lines Assistant Account Manager

Overview

 

Commercial Lines Assistant Account Manager – Property & CasualtyLocation: 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 GroupAlera 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

Responsibilities

What You’ll Do / Your Impact

Client Partnership & Risk Strategy

• 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

Operational Excellence

• 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

Strategic Contribution

• 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

 

Qualifications

What You Bring

Required

• 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

Preferred

• 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

Core Competencies

• Detail orientation
• Accountability and follow through
• Collaborative mindset
• Client first thinking

 

Additional Information

Benefits:Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

 

Work Model:This role is On-siteLocal to San Antonio, Texas 

 

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications 

This position may require:

• Active State Property & Casualty License

• Ability to obtain required licensure within 6 months of hire

• Ongoing continuing education to maintain active status

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.

 

#LI-WZ1

#LI-In-Office