Business Details
Trusted Insurance and Risk Management Solutions in Amarillo, TX
At Neely Craig Walton, we combine national expertise with a trusted local presence to deliver tailored risk management solutions. With offices in Amarillo, Lubbock, Midland/Odessa, and San Angelo, we serve clients across West Texas, offering employee benefits, property and casualty insurance, retirement planning, and wealth management services. Our team of seasoned professionals brings decades of industry experience, specializing in commercial insurance, group benefits, and compliance consulting.We prioritize relationships over transactions, focusing on understanding client needs to develop strategies that go beyond standard policies. Our commitment to community service and client education underscores our mission to empower businesses and individuals through proactive risk management and innovative solutions.
Services
Employee Benefits
Property Insurance
Retirement Planning
Wealth Management
Risk Consulting
Highlights and features
- We offer over 35 years of experience in commercial insurance.
- Our team provides tailored risk management strategies for businesses.
- We combine national resources with local market expertise.
- Our consultants hold industry-recognized certifications like CIC and CRIS.
- We prioritize community service and client education initiatives.
Services
Employee Benefits
We design comprehensive employee benefits programs that enhance workforce retention and satisfaction. Our solutions include health insurance, retirement plans, and voluntary benefits tailored to employer needs. With expertise in compliance and cost management, we help businesses attract top talent while maintaining regulatory adherence.
Property Insurance
Our property insurance solutions protect businesses against physical asset risks including fire, theft, and natural disasters. We specialize in customized policies for industries like construction and energy. Our team ensures adequate coverage limits and risk mitigation strategies to safeguard client investments.
Risk Consulting
We identify potential business risks and develop proactive mitigation strategies. Our consultants provide loss control assessments and compliance guidance for industries including oil & gas and healthcare. Services include safety program development and claims advocacy to minimize financial exposure.
Wealth Management
Our wealth management services offer personalized financial strategies for individuals and families. We provide investment advisory, retirement income planning, and estate preservation solutions. By analyzing client goals and risk tolerance, we create tailored portfolios to achieve long-term financial objectives.
Retirement Planning
We administer qualified retirement plans including 401(k)s and pension programs. Our fiduciary services ensure compliance with ERISA regulations while optimizing plan performance. We offer participant education and investment analysis to help businesses and employees achieve retirement readiness.
People
Casey Posey
Growth Leader
With over a decade in oil & gas and construction insurance, Casey specializes in commercial insurance and group benefits. Holds CIC and CRM designations. Active in community service and education initiatives.
Jason Burr
Risk Consultant
Amarillo native specializing in personal lines and commercial insurance for contractors. Member of Independent Insurance Agents of Texas since 2007. Passionate about community development and client education.
Helen Burton
Benefits Consultant
20+ years designing employee benefits programs for large employers. John C. Maxwell Certified Coach. Recognized with RealLIFEstories Client Services Award. Focuses on benefits education and retention strategies.
Sandy Campbell
Risk Consultant
35+ years in insurance with expertise in energy and construction sectors. Holds CRIS and CIC certifications. Community servant focused on homelessness initiatives and Bible education programs.
Questions
What services does Alera Group offer?
We provide employee benefits, property and casualty insurance, retirement planning, wealth management, and risk consulting services tailored to businesses and individuals.
Do you specialize in specific industries?
Yes, we have expertise in oil & gas, construction, healthcare, and energy sectors, offering customized insurance and risk management solutions.
How do you handle claims advocacy?
Our team provides dedicated claims support to ensure timely resolution and proper documentation, minimizing business disruption for policyholders.
Are your consultants certified professionals?
Yes, our team holds industry-recognized certifications including CIC, CRIS, and CRM designations for specialized risk management expertise.
What areas do you serve?
We operate from offices in Amarillo, Lubbock, Midland/Odessa, and San Angelo, serving clients across West Texas and beyond.
