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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.

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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

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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

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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

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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

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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

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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

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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

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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

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