Client Service Manager- Select Commercial P&C
About The Position
Client Services Manager – Property & Casualty Remote | Southeast/East Coast (EST/CST preferred) Alera Group is seeking a motivated Client Services Manager to lead a high-performing P&C team while managing a portion of a personal book of business. This role balances people leadership with hands-on client service, ensuring retention, account growth, and operational excellence. You’ll partner with regional leadership to drive strategic initiatives, streamline workflows, and deliver a consistent, client-focused experience across all touchpoints. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to combine national resources with local service. Why Join Alera Group Lead with impact – Drive client retention, profitability, and service excellence across a regional P&C practice Empowered leadership – Build and mentor a team in a culture grounded in accountability, collaboration, and continuous improvement Growth-oriented environment – Access tools, data, and strategic insights to elevate performance and drive results
Requirements
- Bachelor’s degree in business, communications, operations, or related field
- Minimum 5 years of experience in P&C with a carrier, broker, or consulting firm, with strong client service history
- P&C broker’s license required
- Proven experience mentoring or coaching team members
Nice To Haves
- Experience implementing process improvements and measurable performance metrics
- Professional designations or certifications in P&C
- Comfort leading in a fast-paced, dynamic environment
- Strategic vision, analytical problem-solving, and client-focused mindset
- People leadership, coaching, and team development skills
- Technical proficiency in Microsoft Office and agency management systems
- Strong communication, organizational, and collaboration skills
Responsibilities
- Manage a personal book of business, meeting retention goals and identifying cross-sell/upsell opportunities
- Oversee team-level account management to support retention, growth, and profitability
- Analyze client exposures, loss history, and operations to recommend tailored insurance solutions
- Lead the renewal process, including remarketing, proposals, and proactive account management
- Deliver and oversee daily client service activities such as certificates, endorsements, and billing inquiries
- Lead and mentor Account Managers and Coordinators, fostering a Performance-Based Culture (The Collaborative Way)
- Communicate expectations through 1:1s, team meetings, and performance feedback
- Track KPIs (retention, service turnaround, account rounding, documentation accuracy, service profitability) to drive operational excellence
- Oversee workload, service levels, PTO coordination, and scheduling to maintain consistent coverage
- Handle escalated client or internal service challenges with professionalism and urgency
- Enforce operational procedures, documentation standards, and confidentiality
- Collaborate with carriers and partners to ensure coverage strategies are compliant and profitable
- Identify operational challenges or compliance risks and recommend solutions to leadership
Benefits
- Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
