About Us
The San Antonio office of Alera Group builds on a long tradition of service rooted in Trimble‑Batjer’s history as one of Texas’s oldest insurance and bonding firms. With origins dating back to 1883, the organization has earned clients' trust by delivering consistent, relationship‑focused service and practical guidance through decades of change.
Today, the San Antonio team operates as part of Alera Group, providing clients with access to a broader platform of insurance and risk management resources while maintaining a strong local presence.
Core solutions include:
- Property & Casualty
- Surety and Bonds
- Personal Lines (home & auto)
- Risk and Claims Management
As Alera Group, the San Antonio office continues to deliver the personalized service clients expect while operating within a collaborative organization designed to support long‑term success. The focus remains on helping clients move forward with confidence, knowing their insurance and bonding needs are managed by experienced advisors committed to building lasting partnerships.
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
Joe O'Connor
Senior Partner
Joe is an experienced insurance professional specializing in the construction industry with a strong emphasis on contract surety. He brings more than 40 years of industry expertise, beginning his career as a commercial underwriter with USF&G before spending 40 years as a partner with Trimble Batjer, an Alera Group Company.
He is known for his deep understanding of construction-related risks, long-standing client relationships, and a steady, consultative approach to helping contractors navigate bonding requirements and complex exposures. Joe holds an undergraduate degree in insurance and Risk Management from the University of Mississippi. Outside the office, he enjoys hunting and fishing.
Alan Sisk
Partner
Alan specializes in commercial insurance with a focus on construction, industrial risks, surety/bonding, and captives. Before joining Trimble-Batjer, an Alera Group Company in 2019, he built a distinguished career as a partner at an insurance agency in Nashville, where he was recognized as both an industry leader and active community advocate.
His leadership includes serving as a Board Member of the Insurers of Tennessee, Past President of the Insurers of Nashville, and receiving the Tennessee Young Agent of the Year Award. He also contributed his expertise as a Board Member of the Nashville Sports Council and as the insurance and bonding subject matter expert for the Nashville Business Incubation Center.
Alan holds a Bachelor of Science in Business Marketing from the University of Tennessee at Chattanooga. Outside the office, he enjoys golf, skiing, traveling, fitness, and cheering on the Spurs, the Braves, and Tennessee sports teams.
LinkedInTammy Friddle
Account Executive
Tammy began her insurance career in 1993 in personal lines. Upon graduating from Schreiner University, she had the unique opportunity to follow in her father’s footsteps in the surety business. Tammy joined Trimble-Batjer in 2022. She is active in IIASA, IWSA, and the Surety Association of South Texas.
Outside of the office, you can find her volunteering for local charities or athletic events, trail running/hiking, cycling, or riding her Harley through the hill country.
Donna Whittenburg
Marketing and Operations Manager
Donna brings nearly four decades of experience in the insurance industry, specializing in commercial lines marketing and operational support. She partners closely with producers and service teams to strengthen new business efforts, streamline renewals, and support strategic marketing initiatives, drawing on a career spent mastering nearly every role within an agency.
She is known for her deep industry knowledge, her commitment to professional development, and her leadership within AppliedNet, where she has served as a State Chapter President, Alliance Leader, and member of the Education Committee. Donna attended Angelo State University.
Outside the office, she enjoys traveling, attending musicals and plays, and cheering on her favorite football teams. Family time is especially important to her, and she loves traveling with her daughter and cooking Sunday dinners for her son.
Resources
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Navigating Medicare
The knowledgeable team at Alera Group is here to help you navigate your Medicare options to ensure you feel confident in your post-65 healthcare coverage
April 8, 2026 at 12:00 pm CT | Virtual
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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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Employee Benefits
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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THOUGHT LEADERSHIP
Insights
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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Employee Benefits
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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IRS Releases Guidance Related to Recent HSA Changes
The IRS recently released Notice 2026-5, which provides guidance and answers to common questions related to the expanded availability of health savings accounts (“HSA”) under the Reconciliation Act (previously named the One Big Beautiful Bill Act) passed into law earlier this year.
December 30, 2025
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