Senior Manager, Client Service

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

• 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

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

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

Work Arrangement

This position is a Hybrid role with consideration for fully remote candidates. This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations. Occasional travel may be required to support office implementations, training, and collaboration with project teams.