Commercial Lines-AVP, Client Services Manager (hybrid NY)

Job Responsibilities

• Serve as the strategic relationship lead and primary coordinator across Advisors’ portfolio, ensuring alignment of client objectives, insurance strategy, and service delivery across all lines of business.
• Lead client planning discussions by identifying emerging risks, growth initiatives, organizational changes, and opportunities to strengthen program design and risk management strategies.
• Partner with Advisors to prepare for and participate in executive-level client meetings, renewal strategy sessions, and stewardship presentations.
• Develop a comprehensive understanding of each client’s business, ownership structure, operational priorities, and risk profile to proactively anticipate needs and recommend solutions.
• Serve as the trusted relationship manager for day-to-day client interactions while maintaining strong executive relationships with client leadership and key partners.
• Establish clear ownership, service expectations, timelines, and accountability measures for all client deliverables.
• Drive execution of client strategies by proactively identifying obstacles, facilitating resolution, advancing issues as appropriate, and ensuring commitments are completed on schedule.
• Coordinate production and delivery of annual or semi-annual stewardship reports highlighting program performance, service accomplishments, claims trends, renewal outcomes, market conditions, and strategic recommendations.
• Maintain accurate documentation of client discussions, decisions, action items, and strategic initiatives.
• Provide email correspondence and calendar management for key producers, as needed for coverage and continuity of servicing.

Key Responsibilities

• Strategic Client Leadership & Relationship Management
• Insurance, and carrier partners
• Service Excellence, Stewardship & Governance
• Growth, Retention & Value Expansion
• Business & Market Competence

Additional Knowledge, Skills & Abilities

• Confirmed ability to handle complex, multi-line insurance programs and coordinate across multiple business divisions.
• Strong executive presence demonstrating influence and effective communication with leaders and clients.
• Validated leadership and project management skills with the ability to drive accountability across teams.
• Critical thinking and consultative problem-solving capabilities.
• Strong financial competence, including commission statement review and analysis.
• Able to balance multiple priorities while maintaining exceptional attention to detail and responsiveness.