An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
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. #LI-WZ1 #LI-Hybrid Location Type Hybrid - 3 or more days in office - Office UKG Work location
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
