About Us
As one of the oldest agencies in Texas, we have been advising on risk and providing insurance and bonding solutions for over a century. Throughout our history, quite a lot has changed. What hasn't changed is the philosophy that our greatest asset is our employees. The average years of service for our personnel is over 15 years with some being with the agency for nearly 40 years. While we've seen many of our peer agencies sell to larger organizations, we have stayed the course of being 100% locally owned to provide you with the accessibility and service of a truly independent insurance agency. We've certainly come along way since 1883 and we owe much of our success to the steadfast relationships we have with our employees, clients, and carrier partners.
We have offices in San Angelo and San Antonio, Texas and are licensed in over 30 states to serve the needs of our clients whose business takes them far away from home or has a business far away from our home. Our resources allow us to advise clients on many issues including, but not limited to, Workers Compensation Statutes, license and permit requirements, Statute of Repose for construction contracts, and labor environment inside and outside of Texas.
Meet Our Team
Jeff Stewart
Growth Leader
Jeff grew up in San Angelo and attended Central High School, graduating in 1998. He graduated from Texas A&M University in 2002 and spent 5 years as a sports broadcaster in Odessa, Texas. Jeff began his insurance career with Trimble-Batjer in 2008 and was named partner in 2018. He has been married to his wife Cori since 2006 and they have 3 beautiful children: CheyLee, Brady and Berkley. Jeff is active in the community, serving on committees for both Young Life and the Texas A&M Club. He was selected as a “20 Under 40” Honoree in San Angelo’s Class of 2013. Jeff and his family attend PaulAnn Church. In his free time, Jeff enjoys playing tennis, coaching soccer and watching his beloved Aggies and Astros.
Donna Whittenburg
Marketing and Operations Manager
Donna joined the Trimble-Batjer team in 1986 and has been involved with all aspects of property and casualty insurance with a special interest in commercial lines. As our Marketing Director, she serves as a liaison between our sales and service teams and the insurance company representatives. Donna grew up in San Angelo and attended Angelo State University. When not at work, Donna enjoys spending time with her family, traveling and enjoying musicals.
Lisa Friend
Commercial Lines Manager
Lisa began her insurance career in 1977 as a junior at Lake View High School working part-time. After graduating in 1979, Lisa continued to work in insurance and joined Trimble-Batjer in 1985. Throughout her employment at Trimble-Batjer Lisa has managed the commercial lines department while also serving as a commercial lines account manager handling some of the agency’s largest and most active accounts. Lisa’s husband Zane farms and ranches in several area counties. Lisa loves the outdoors and enjoys spending time helping Zane, working in her yard, hunting/fishing and supporting their son Haze in his school and athletic endeavors.
Amy Taylor
Account Manager / Team Lead
Amy relocated from Chicago, Illinois to San Antonio, Texas in 1998. She joined the Trimble-Batjer team in July 2021, with over 25 years of customer service experience. She found her way to the insurance industry in 2009 and hasn’t looked back. Although Amy started her insurance career in Personal Lines, she quickly realized Commercial Lines was what she wanted to do and became a Commercial Lines Account Manager. When she is not working, Amy enjoys spending time with her husband, Robert, their 9 children and 1 granddaughter.
Resources
Core solutions include:
- Business Solutions: We can design a specialized package according to your property, liability, and casualty needs. We are also proactive in identifying any factors that may increase your premiums or change your risk, and provide consulting and risk management options to protect your business.
- Surety and Bonds: We specialize in providing small and large businesses with the following types of bonds: Contract Bond, Subdivision Bonds, Commercial Surety Bond. License & Permit Bonds and Court Bonds.
- Employee Benefits:
- GROUP: Group Dental Insurance, Group Disability Insurance, Group Health Insurance, Group Life Insurance, Group Vision Insurance, Health Savings Accounts (HSA),
- INDIVIDUAL: Individual & Family Health Insurance, Individual Dental Insurance, Individual Disability Insurance, Individual Life Insurance
- Personal Solutions: Auto Insurance, Boat & Watercraft, Flood Insurance, Homeowners Insurance, Individual Annuities, Individual Dental Insurance, Individual Disability, Individual Health Insurance, Individual Life Insurance, Individual Vision Insurance, Jewelry Floaters, Landlord Insurance, Manufactured / Mobile Home, Medicare Supplements, Motorcycle Insurance, Personal Umbrella, Recreational Vehicle, Renters Insurance, Retirement
- Farm and Ranch Solutions: Representing virtually all farm & ranch insurance carriers in Texas, our policies offer many coverage options so you can balance how much risk you're willing to assume with the premium you're willing to pay. Most Texas farm and ranch policies cover:
- Home protection - in the event of wind, fire or hail
- Home belongings
- Liability protection
- Injury to another person or property damage
- Livestock
- Legal defense
- Can also cover barns and other structures
- Risk and Claims Management
- Claims Management via our in-house claims department
- Light Duty & Return to Work Programs
- Large Deductible Plans
- Retrospective Rating Plans
- Safety Management Consultants via K&S Group, Inc and Carrier Partners
- Cybersecurity Assessment via partnership with Osi Vision, Inc.
Key verticals: We serve clients across a variety of industries, but have experts who specialize in Construction, Oil and Gas, Farm and Ranch, Life Sciences, Manufacturing, Nonprofits.
EXPERT EDUCATION
Events and Webinars
Wealth Services
State of the Markets
Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.
October 22, 2025 at 12:00 pm CT | Virtual
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Employee Benefits
Q4 2025 Quarterly Compliance Webinar
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
November 4, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
2025 Leave Report: Insights to Guide 2026 Leave Planning
Explore Alera Group’s 2025 Leave Report. Benchmark PTO, parental leave, and holiday policies to strengthen employee retention and recruitment as you plan for 2026 and beyond.
October 1, 2025
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Property and Casualty
Alera Group’s 2025 Property and Casualty Market Update
Alera Group’s 2025 Property and Casualty Market Update, designed as a bridge between Alera Group’s annual Market Outlooks — provides insight into pricing, coverage availability, market capacity and underwriting trends for the balance of 2025.
August 1, 2025
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Employee Benefits
Legal Alert: IRS Issues Affordability Percentage Adjustment for 2026
The Internal Revenue Service (IRS) has released Rev. Proc. 2025-25, which contains the inflation adjusted amounts for 2026 used to determine whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (ACA) employer shared responsibility provisions and premium tax credit program.
July 23, 2025
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Legal Alert: Enforcement of the HIPAA Reproductive Health Care Privacy Rule Vacated Nationwide
On June 18, 2025, a federal district court in Texas vacated a significant portion of the HIPAA Privacy Rule to Support Reproductive Health Care Privacy (“Final Rule”), which was implemented on April 24, 2024, on a nationwide basis. The Final Rule, which was implemented in response to the U.S. Supreme Court’s decision in Dobbs v. Jackson Women’s Health Organization (effectively overturning Roe v. Wade), was intended to protect the ability of individuals to receive reproductive health care when the care is provided lawfully under the circumstances without risk of an individual’s identity or health information being disclosed for purposes of state criminal, civil or administrative investigations (or for imposing liability related to lawfully providing or obtaining reproductive healthcare).
July 21, 2025
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