Commercial Lines Account Manager

Dickerson Group; San Angelo (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Paid time off

Job summary

Alera Group, located in San Angelo, Texas, is seeking a Commercial Lines Account Manager to support risk strategy, client service excellence, and operational accuracy. The role focuses on managing a portfolio of commercial insurance clients, coordinating renewals, and collaborating with carriers and underwriters to place coverage.

The position emphasizes client retention, renewal strategies, and proactive service throughout the client lifecycle, with a hybrid work model in San Angelo.

Qualifications

• Property & Casualty Insurance License required.
• Minimum 2–3 years of commercial lines account management experience.
• Strong understanding of commercial insurance underwriting and coverages.
• Experience in commercial insurance client service and account management.
• Strong communication and relationship management skills.
• Ability to manage multiple priorities in a dynamic environment.
• Proficiency in Microsoft Office and agency management systems.

Responsibilities

• Manage and service a portfolio of commercial insurance clients, providing day-to-day support and issue resolution.
• Coordinate expirations with producers to obtain renewal information.
• Collaborate with carriers and underwriters to market, negotiate, and place coverage.
• Assist in marketing new and renewal business by requesting quotations and verifying specifications.
• Provide claims assistance, policy servicing, and ongoing support throughout the client lifecycle.
• Prepare proposals, materials, and renewal strategies to support retention and growth.

Skills

P&C license

Commercial lines account management

Client service

Communication

Relationship management

Multi-tasking

Microsoft Office

Tools

AMS360

EPIC

Job description

OVERVIEW

Commercial Lines Account Manager – Property & Casualty

Location: San Angelo, 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 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

RESPONSIBILITIES

What You'll Do / Your Impact

Client Partnership & Risk Strategy

• Manage and service a portfolio of commercial insurance clients, providing responsive day-to-day support and issue resolution
• Coordinate expirations with producers to obtain renewal and new business information
• Collaborate with carriers and underwriters to market, negotiate, and place coverage
• Assist in marketing new and renewal business by requesting carrier quotations and verifying specifications
• Provide claims assistance, policy servicing, and ongoing support throughout the client lifecycle
• Prepare proposals, presentation materials, and renewal strategies that support client retention and growth

Operational Excellence

• Review policies and endorsements for accuracy in rating, coverages, and compliance
• Maintain accurate client records and documentation within agency management systems such as AMS360 or EPIC
• Ensure compliance with agency E&O guidelines and documentation standards
• Document client interactions and maintain appropriate follow-up activities
• Issue certificates, auto ID cards, and other client documentation promptly and accurately
• Support audits, reporting, and administrative processes as needed

Strategic Contribution

• Assist in identifying coverage considerations and risk management opportunities for clients
• Partner with producers on new business opportunities and renewal strategies
• Support client presentations, proposals, and carrier negotiations
• Contribute to retention and revenue growth initiatives through proactive account management and exceptional service

QUALIFICATIONS

What You Bring

Required

• Property & Casualty Insurance License
• Minimum 2–3 years of commercial lines account management experience
• Strong understanding of commercial insurance underwriting and coverages
• Experience in commercial insurance client service and account management
• Strong communication and relationship management skills
• Ability to manage multiple priorities in a dynamic, fast-paced environment
• Proficiency in Microsoft Office and agency management systems

Preferred

• Experience with AMS360, EPIC, or similar agency management platforms
• Ability to negotiate with carriers and advocate for clients
• Strong analytical and problem-solving capabilities
• Professional designations such as CIC or CISR

Core Competencies

• Detail orientation
• Accountability and follow-through
• Collaborative mindset
• Client-first thinking
• Relationship management
• Organization and prioritization
• Communication and professionalism

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 Hybrid. Local to San Angelo, 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 (If Applicable)

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.

Location Type

Hybrid - 3 or more days in office - Office UKG Work location