Manager of Client Strategy – Commercial Property & Casualty
Goodwin Recruiting, Atlanta, GA, United States
Manager of Client Strategy – Commercial Property & Casualty at Goodwin Recruiting summary:
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.
Keywords: Commercial P&C manager, Client strategy insurance, Workers’ Comp Experience Mod, commercial lines renewals, carrier relationship management, insurance account leadership, policy renewal strategy, risk advisory, insurance team manager
#J-18808-Ljbffr
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.
Keywords: Commercial P&C manager, Client strategy insurance, Workers’ Comp Experience Mod, commercial lines renewals, carrier relationship management, insurance account leadership, policy renewal strategy, risk advisory, insurance team manager
#J-18808-Ljbffr