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Job Description:
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.
Job Responsibility:
- 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
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 have:
- Experience supporting national or multi‑location client portfolios
- Strong background partnering with Producers on growth and retention strategies
What we offer:
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability coverage
- 401(k)
- Generous PTO
