Senior Manager, Client Service

Overview

Sr. Manager, Client Service

Location - Hybrid with consideration for fully remote candidates.

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
• Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.
  
  

The Opportunity

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.

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
  
  

Qualifications

Required Qualifications

• 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.
  
  

Licensure (if applicable)

• Active Property & Casualty Insurance License.
• Ability to maintain all required licenses and continuing education requirements.
  
  

Preferred Qualifications

• 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.
  
  

Compensation

• Salary Range - $140,000-160,000 annually
• Bonus Eligible - No
  
  

Benefits

Eligible colleagues enjoy a comprehensive benefits package including -

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

Additional Information

Work Arrangement

This position is a Hybrid role with consideration for fully remote candidates.

• Remote - This role is primarily remote.
• Hybrid - This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.
• In-Office - This role requires regular on-site attendance at the designated office location.
  
  

Travel Requirements - Occasional travel may be required to support office implementations, training, and collaboration with project teams.

hire

• Ongoing continuing education to maintain active status
  
  

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

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Location Type

Hybrid - 2 or less days in office