About Us
Originally established in San Angelo in 1883, Trimble‑Batjer has supported generations of clients through changing economic conditions and an increasingly complex insurance environment, earning a reputation for service, expertise, and reliability.
Now operating as Alera Group, the San Angelo office continues this legacy while offering clients access to expanded resources and a collaborative approach to risk management. The team specializes in commercial insurance, surety and bonding, and risk management services, working closely with clients to understand their exposures, manage insurance costs, and provide strategic guidance throughout the insurance lifecycle.
Core solutions include:
- Property & Casualty
- Surety and Bonds
- Personal Lines (home & auto)
- Risk and Claims Management
From account placement and ongoing reviews to claims support, the team prioritizes clear communication and hands-on service. Clients also have access to dedicated loss control expertise and an in‑house claims department, helping them address risk management concerns efficiently when issues arise. As part of Alera Group, the San Angelo office remains focused on helping clients protect what matters most while navigating today’s evolving risk landscape.
Key verticals: We serve clients across a variety of industries, but have experts who specialize in
- Construction
- Oil and Gas
- Farm and Ranch
- Manufacturing
- Nonprofits
Licensed in more than 30 states, the firm supports clients whose operations extend beyond Texas, offering insight into regulatory and labor considerations across multiple jurisdictions.
Meet Our Team
Paul Adam
Senior Partner
Paul brings more than four decades of experience in property and casualty insurance, specializing in the construction, energy, and nonprofit sectors. His background includes extensive work in both sales and service, supported by licensure as a risk manager and general agent. He is known for his depth of industry knowledge and steady, relationship-driven approach, helping organizations navigate complex risks with clarity and consistency.
Paul holds a Bachelor of Business Administration in Finance from Angelo State University. Outside of work, he enjoys hiking, participating in mission work through his local church, and spending time with his grandchildren.
Jeff Stewart
Growth Leader
Jeff specializes in property and casualty solutions across commercial industries, with deep experience in construction, oil and gas, and manufacturing. He brings a background as a partner and risk consultant, combining hands-on industry knowledge with a growth-focused, advisory approach. He is known for helping organizations navigate complex exposures with clarity and for fostering long-term, service-driven relationships.
Jeff holds a Bachelor of Arts in Journalism from Texas A&M University. Outside of work, he enjoys supporting his children’s athletic pursuits, playing pickleball, staying active, and volunteering.
LinkedInCasey Puckitt
Partner
Casey specializes in oilfield and property coverage and brings a strong foundation in financial planning and risk management to his role. He began his career in Dallas after graduating from Texas Tech University, working in investments and life and health insurance before transitioning into property and casualty with a focus on habitational risks. In 2012, he joined Trimble-Batjer in San Angelo and became a partner in 2023.
Known for his well-rounded industry perspective and client-centered approach, Casey leverages experience across multiple insurance disciplines to help organizations navigate complex exposures with clarity and confidence.
He holds an undergraduate degree in Personal Financial Planning from Texas Tech University. Outside the office, Casey enjoys hunting, golf, ranching on his family’s property, and spending time with his family while supporting his children’s activities.
James Cochran
Risk Consultant
James specializes in commercial insurance with a focus on construction, manufacturing, and oil and gas. He brings experience from Wead Co. Insurance, where he supported personal lines and farm and ranch clients while building a strong foundation in coverage analysis and client service. He is committed to delivering reliable guidance and thoughtful insurance solutions to businesses of all sizes, helping clients understand and manage their risks while building long-term partnerships.
He holds a Bachelor of Science in Agricultural Education from Texas Tech University. Outside the office, James enjoys spending time with friends and family, raising livestock, playing golf, and hunting.
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EXPERT EDUCATION
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Employee Benefits
Network Performance Strategy: Why Any Provider Costs More — and How to Steer to Value Without Disruption
A steering strategy that improves outcomes and total cost of care.
April 21, 2026 at 01:00 pm CT | Virtual
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The Compliance Pathway Q2
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
May 14, 2026 at 01:00 pm CT | Virtual
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Benchmarking That Drives Decisions: Why Averages Mislead — and What Best-in-Class Data Reveals
A clear, data-driven view of the 2026 employee benefits landscape grounded in benchmarking results.
June 16, 2026 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
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AI Isn’t Liable for the Mistake. You Are.
Artificial intelligence is powerful. It’s also wrong more often than people want to admit.
If you use AI to support or deliver professional services, any mistake it makes is still your responsibility. Not the software’s. Not the vendor’s. Yours.
April 1, 2026
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Property and Casualty
Identity hijacking is surging. Here’s what leaders need to know.
Cyber incidents across our client base have been sharper, faster and more costly this year. Even organizations with strong controls are being hit in ways that look very different from past attacks.
March 13, 2026
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Legal Alert: RxDC Reporting Due June 1st
Reminder: RxDC Reporting Due June 1st
February 26, 2026
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Property and Casualty
AI-Powered Cyber Attacks, Why Yesterday’s Defenses Aren’t Enough.
The widespread availability of AI technology, combined with the ease of manipulating video calls, makes phone and Zoom calls susceptible to exploitation by threat actors.
February 2, 2026
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