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Manager of Client Strategy – Commercial Property & Casualty
Location: Atlanta, GA | Full-Time | Exempt
We are seeking a strategic and experienced Manager of Client Strategy (Commercial P&C) to lead client service operations, drive account retention, and support business growth within a high-performing commercial insurance environment.
The Manager of Client Strategy builds upon senior-level Client Service Executive responsibilities while providing leadership, operational oversight, and strategic direction for a team of client service professionals. This role is ideal for a seasoned commercial lines insurance leader who thrives in client-facing strategy, renewal execution, risk analysis, and team development.
Key Responsibilities
Leadership & Business Growth
- Develop and implement strategic client retention and account growth plans
- Lead renewal strategy discussions and client-facing presentations
- Provide market trend insights and risk advisory guidance to clients
- Represent the organization at industry events and networking functions
- Maintain strong relationships with carriers, brokers, and industry partners
Operational Oversight & Service Execution
- Lead internal account team meetings to ensure renewal timelines and service standards are met
- Support Producers in annual review meetings, proposals, prospect meetings, and policy delivery
- Initiate and lead client touchpoints and renewal strategy discussions
- Review contracts and provide coverage guidance as needed
- Oversee policy changes, endorsements, audit verifications, and carrier communications
- Ensure compliance with service calendars and regulatory documentation
Client Strategy & Technical Expertise
- Prepare and maintain detailed insurance summaries, schedules, and proposals
- Market renewals and negotiate competitive terms and conditions
- Conduct benchmarking, budgeting, and analytical reviews for commercial accounts
- Perform rating plan analysis, quote comparisons, deductible analysis, and cash flow projections
- Conduct advanced Workers’ Compensation Experience Mod forecasting and analysis
- Deliver stewardship reports and strategic recommendations to clients
Financial & Administrative Management
- Conduct financial performance reviews of assigned books of business
- Monitor profitability, staffing efficiency, and client retention metrics
- Oversee billing practices and aged receivables in alignment with agency credit policy
- Process cancellation requests while protecting financial equity
Team Management & Development
- Lead and mentor a team of Client Service Executives, Associates, and Assistants
- Manage workload distribution to ensure operational efficiency
- Conduct performance evaluations and support professional development
- Provide internal training on coverage, endorsements, and best practices
- Participate in continuing education and industry designation programs
Qualifications
- 8+ years of experience in Commercial Property & Casualty insurance
- Active Property & Casualty License
- Prior leadership or supervisory experience within a commercial insurance service team
- Strong background in commercial lines renewals and account management
- Expertise in Workers’ Compensation Experience Mod analysis and strategic brokering
- Proven negotiation and carrier relationship management skills
- Strong analytical, financial, and organizational abilities
- Excellent communication and team leadership skills
Compensation & Benefits
- Competitive base salary (commensurate with experience)
- Unlimited PTO
- Medical, Dental, and Vision insurance
- 401(k) with employer contribution
- Flexible work schedule
- Continuing education and professional development support
- Clear career advancement path
Why This Role?
This Manager of Client Strategy – Commercial P&C position is designed for a senior insurance professional ready to lead strategically, mentor high-performing teams, and drive measurable client retention and growth within a collaborative environment.
If you are an experienced Commercial Lines Manager, Senior Client Service Executive, or P&C Account Leader, we encourage you to apply.
JOB ID: 171515
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Mack Toscano