Director, Client Services - Property & Casualty
Dickerson Group, Oxnard, CA, United States
OVERVIEW
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.
Director, Client Services – Property & Casualty
Location: Hybrid
About Alera Group: Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
This role will focus on risk management, client servicing, claims support, sales growth, underwriting, analytics, etc. and collaborate with producers, account managers, carriers, clients, internal operations teams.
Why Alera Group
Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
RESPONSIBILITIES
What You’ll Do / Your Impact
Client Partnership & Risk Strategy
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
Operational Excellence
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
Strategic Contribution
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
QUALIFICATIONS
What You Bring
Required
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
Preferred
Experience supporting national or multi‑location client portfolios
Strong background partnering with Producers on growth and retention strategies
Core Competencies
Strategic thinking and problem solving
Client advocacy and relationship management
Leadership and team development
Operational execution and process improvement
Carrier negotiation and market strategy
Financial acumen and revenue management
ADDITIONAL INFORMATION
Compensation
Salary range: $175,000 – $200,000 per year
Benefits
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model
This role is Hybrid
Professional Development – Alera Group Academy
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to:
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge‑sharing communities
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
Licensure & Certifications (If Applicable)
Active State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.
Ability to obtain required licensure within X months of hire
Ongoing continuing education to maintain active status
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
Location Type
Hybrid - 2 or less days in office
#J-18808-Ljbffr
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.
Director, Client Services – Property & Casualty
Location: Hybrid
About Alera Group: Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
This role will focus on risk management, client servicing, claims support, sales growth, underwriting, analytics, etc. and collaborate with producers, account managers, carriers, clients, internal operations teams.
Why Alera Group
Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
RESPONSIBILITIES
What You’ll Do / Your Impact
Client Partnership & Risk Strategy
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
Operational Excellence
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
Strategic Contribution
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
QUALIFICATIONS
What You Bring
Required
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
Preferred
Experience supporting national or multi‑location client portfolios
Strong background partnering with Producers on growth and retention strategies
Core Competencies
Strategic thinking and problem solving
Client advocacy and relationship management
Leadership and team development
Operational execution and process improvement
Carrier negotiation and market strategy
Financial acumen and revenue management
ADDITIONAL INFORMATION
Compensation
Salary range: $175,000 – $200,000 per year
Benefits
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model
This role is Hybrid
Professional Development – Alera Group Academy
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to:
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge‑sharing communities
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
Licensure & Certifications (If Applicable)
Active State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.
Ability to obtain required licensure within X months of hire
Ongoing continuing education to maintain active status
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
Location Type
Hybrid - 2 or less days in office
#J-18808-Ljbffr