Overview:

Client Services Manager – Property & Casualty

Remote | Southeast/East Coast (EST/CST preferred)

 

Alera Group is seeking a motivated Client Services Manager to lead a high-performing P&C team while managing a portion of a personal book of business. This role balances people leadership with hands-on client service, ensuring retention, account growth, and operational excellence. You’ll partner with regional leadership to drive strategic initiatives, streamline workflows, and deliver a consistent, client-focused experience across all touchpoints.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to combine national resources with local service.

Why Join Alera Group

• Lead with impact – Drive client retention, profitability, and service excellence across a regional P&C practice

• Empowered leadership – Build and mentor a team in a culture grounded in accountability, collaboration, and continuous improvement

• Growth-oriented environment – Access tools, data, and strategic insights to elevate performance and drive results

Responsibilities:

What You’ll Do

Client Service & Account Management

• Manage a personal book of business, meeting retention goals and identifying cross-sell/upsell opportunities

• Oversee team-level account management to support retention, growth, and profitability

• Analyze client exposures, loss history, and operations to recommend tailored insurance solutions

• Lead the renewal process, including remarketing, proposals, and proactive account management

• Deliver and oversee daily client service activities such as certificates, endorsements, and billing inquiries

Leadership & Team Development

• Lead and mentor Account Managers and Coordinators, fostering a Performance-Based Culture (The Collaborative Way)

• Communicate expectations through 1:1s, team meetings, and performance feedback

• Track KPIs (retention, service turnaround, account rounding, documentation accuracy, service profitability) to drive operational excellence

• Oversee workload, service levels, PTO coordination, and scheduling to maintain consistent coverage

• Handle escalated client or internal service challenges with professionalism and urgency

Compliance & Operational Excellence

• Enforce operational procedures, documentation standards, and confidentiality
• Collaborate with carriers and partners to ensure coverage strategies are compliant and profitable
• Identify operational challenges or compliance risks and recommend solutions to leadership

Qualifications:

What You Bring

Required

• Bachelor’s degree in business, communications, operations, or related field

• Minimum 5 years of experience in P&C with a carrier, broker, or consulting firm, with strong client service history

• P&C broker’s license required

• Proven experience mentoring or coaching team members

Preferred

• Experience implementing process improvements and measurable performance metrics

• Professional designations or certifications in P&C

• Comfort leading in a fast-paced, dynamic environment

Core Competencies

• Strategic vision, analytical problem-solving, and client-focused mindset
• People leadership, coaching, and team development skills
• Technical proficiency in Microsoft Office and agency management systems
• Strong communication, organizational, and collaboration skills

Additional Information:

This role is fully remote, with preference for candidates located in EST or CST.

 

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $80,000 to $100,000 per year, plus eleigibility for an annual bonus.

 

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

 

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