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Commercial Lines Account Manager
Alera Group • San Antonio, TX 78212 • Posted today
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Hybrid • Full-time • Mid Level
Job Highlights
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Trimble-Batjer, an Alera Group Company, is seeking a Commercial Lines Account Manager to join their Property & Casualty team. The role focuses on servicing a commercial lines book of business, including managing policy changes, issuing endorsements, certificates of insurance, and overseeing policy renewals. The position offers opportunities for learning, growth, and making a positive impact within an organization that values collaboration and mutual accountability.
Responsibilities
- Manage and update policy changes based on client requests
- Prepare and issue endorsements
- Issue Certificates of Insurance/Evidence of Insurance
- Create and issue insurance ID cards
- Oversee policy renewals and client communications
- Process audits and prepare reports
- Manage policy cancellations and reinstatements
- Provide accurate quotes for new and existing policies
- Issue insurance binders
- Process and resolve discrepancies in invoicing
- Interact with clients, producers, and carriers to address needs and resolve issues
- Back-Up Duties: Assist with marketing, remarketing, and claims processing as needed
Qualifications
Required
- Must have commercial lines insurance experience (preferably in Texas)
- Property & Casualty License required
Preferred
- Applied Epic experience
About Alera Group
Alera Group is an independent, national insurance and financial services firm that offers a range of solutions including employee benefits, HR solutions, property and casualty insurance, retirement plan services, and wealth management. They provide national scope with local service, aiming to transform the client experience through innovative thinking and strong local relationships.
Full Job Description
Trimble-Batjer, an Alera Group Company, is seeking a Commercial Lines Account Manager to join their Property & Casualty team.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
As an Account Manager, the focus of this position is to service a commercial lines book of business.
- Manage and update policy changes based on client requests
- Prepare and issue endorsements
- Issue Certificates of Insurance/Evidence of Insurance
- Create and issue insurance ID cards
- Oversee policy renewals and client communications
- Process audits and prepare reports
- Manage policy cancellations and reinstatements
- Provide accurate quotes for new and existing policies
- Issue insurance binders
- Process and resolve discrepancies in invoicing
- Interact with clients, producers, and carriers to address needs and resolve issues
- Back-Up Duties: Assist with marketing, remarketing, and claims processing as needed
- Must have commercial lines insurance experience (preferably in Texas)
- Property & Casualty License required
- Applied Epic experience is a plus
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, 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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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PandoLogic. Category:Insurance, Keywords:Insurance Account Manager, Location:San Antonio, TX-78212Search for other jobs like this one:
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