Senior Manager, Client Service

Alera GroupBerwyn, PA
Hybrid

About The Position

At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Senior Manager, Client Service, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

Requirements

  • Bachelor's degree in Business Administration, Marketing, Sales, or a related field, or equivalent professional experience.
  • 10+ years of experience within the Commercial Lines insurance industry.
  • Demonstrated leadership experience managing and developing client service teams.
  • Strong communication, negotiation, relationship-building, and interpersonal skills.
  • Ability to manage multiple priorities in a fast-paced environment while maintaining exceptional client service standards.
  • Proficiency with Microsoft Office and agency management systems.
  • Active Property & Casualty Insurance License.
  • Ability to maintain all required licenses and continuing education requirements.

Nice To Haves

  • Experience with Applied Epic agency management system.
  • Experience leading Commercial Lines service operations within an insurance brokerage environment.
  • Strong knowledge of account management, renewals, marketing, claims coordination, and carrier relationships.
  • Proven success implementing operational efficiencies, process improvements, and scalable service models.
  • Professional designations such as CIC, CISR, CRM, CPCU, ARM, or similar.

Responsibilities

  • Lead, coach, and develop Commercial Lines Account Managers and Client Service Coordinators to achieve service, retention, and performance goals
  • Oversee departmental operations, establish clear expectations, and implement process improvements that enhance efficiency and client outcomes
  • Maintain strong client relationships by providing strategic account oversight and ensuring exceptional service delivery
  • Manage complex Commercial Property & Casualty accounts, serving as a primary point of contact and trusted insurance advisor
  • Collaborate with producers, claims resources, and internal teams to support account retention, cross-selling initiatives, and business growth
  • Oversee renewal and marketing activities, including submission preparation, proposal development, quotation review, and carrier negotiations
  • Monitor workloads, conduct team audits, and identify opportunities to improve service standards, productivity, and scalability
  • Promote a collaborative, high-performing culture through coaching, performance management, problem-solving, and effective communication

Benefits

  • Medical, dental, and vision insurance
  • Life and disability coverage
  • 401(k)
  • Generous paid time off
  • Professional development and career growth opportunities
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