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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.

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Manager of Client Strategy Commercial Property & Casualty

Location: Atlanta, GA | Full-Time | Exempt

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