Director, Client Services - Property & Casualty

Alera Group•Oxnard, CA

13h•Hybrid

About The Position

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Director, Client Services who will support risk strategy, client service excellence, and operational accuracy. Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This role will focus on [risk management, client servicing, claims support, sales growth, underwriting, analytics, etc.] and collaborate with [producers, account managers, carriers, clients, internal operations teams].

Requirements

8+ years of experience in Property & Casualty insurance brokerage or consulting
Proven leadership experience managing client service teams
Deep expertise across P&C lines including Workers’ Compensation, General Liability, Property, Auto, and Umbrella/Excess
Demonstrated experience handling large, complex, and multi‑layered insurance programs
Strong understanding of claims advocacy, loss trends, and risk management strategies
Excellent communication skills and executive presence with the ability to engage C‑suite clients
Active Property & Casualty insurance license

Nice To Haves

Experience supporting national or multi‑location client portfolios
Strong background partnering with Producers on growth and retention strategies
Strategic thinking and problem solving
Client advocacy and relationship management
Leadership and team development
Operational execution and process improvement
Carrier negotiation and market strategy
Financial acumen and revenue management
Active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.]
Ability to obtain required licensure within [X] months of hire
Ongoing continuing education to maintain active status

Responsibilities

Serve as executive‑level relationship manager for key and high‑revenue P&C clients
Participate in client strategy meetings, stewardship reviews, and renewal presentations
Provide strategic oversight for complex placements, coverage structuring, and program design
Act as escalation point for service, placement, or claims‑related issues on major accounts
Collaborate with Producers to identify cross‑sell, upsell, and program restructuring opportunities
Lead, mentor, and develop high‑performing client service teams, including Account Managers, Account Executives, and support staff
Establish and enforce service standards, workflows, and best practices across the P&C book
Oversee renewal processes to ensure timely, accurate, and competitive program delivery
Optimize workflows, team utilization, and service models to improve efficiency and scalability
Implement and maintain standard operating procedures and service frameworks
Partner with leadership on technology adoption, including agency management systems and client‑facing tools
Champion a best‑in‑class claims advocacy approach and integrate risk management services into client strategies
Partner with internal risk management and loss control teams to deliver measurable value‑added outcomes
Maintain accountability for client retention, revenue growth, and profitability across the P&C portfolio
Support budgeting, forecasting, and resource planning for the client service organization
Monitor key performance indicators including retention, service responsiveness, and client satisfaction