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Director, Client Services - Property & Casualty

United States, Oxnard Employment contract 175000.00 - 200000.00 USD / Year · Job Posted May 05, 2026
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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

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