Alera Group, Inc. · 3 hours ago
Commercial Lines Assistant Account Manager
San Angelo, TX
Full-time
Hybrid
Entry Level
1+ years expAlera Group, Inc. is seeking an experienced Commercial Lines Assistant Account Manager to join their Property & Casualty team in San Angelo, TX. This role involves providing critical support within the Commercial Lines department, focusing on policy processing, client communications, and administrative support.
Employee BenefitsFinancial ServicesInsuranceRisk Management
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
Qualification
Required
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
Preferred
Previous experience with Applied Epic
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more
Company
Alera Group, Inc.
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Leadership Team
Jim Blue
Chief Executive Officer
Alan Levitz
Executive Chairman
Recent News
2025-10-21
Company data provided by crunchbase