Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The AVP, Client Service Manager serves as a strategic partner and primary relationship manager to a select group of Sales Advisors/Producers. This role leads the coordination and delivery of client service activities across Commercial Property & Casualty (P&C), ensuring a seamless and exceptional client experience. You will drive client satisfaction, support growth and retention initiatives, facilitate collaboration across internal teams, and help ensure the successful execution of service and renewal strategies.

Responsibilities

Serve as the strategic relationship lead and primary coordinator across Advisors’ portfolio, ensuring alignment of client objectives, insurance strategy, and service delivery across all lines of business.
Lead client planning discussions by identifying emerging risks, growth initiatives, organizational changes, and opportunities to strengthen program design and risk management strategies.
Partner with Advisors to prepare for and participate in executive-level client meetings, renewal strategy sessions, and stewardship presentations.
Develop a comprehensive understanding of each client’s business, ownership structure, operational priorities, and risk profile to proactively anticipate needs and recommend solutions.
Serve as the trusted relationship manager for day-to-day client interactions while maintaining strong executive relationships with client leadership and key partners.
Establish clear ownership, service expectations, timelines, and accountability measures for all client deliverables.
Drive execution of client strategies by proactively identifying obstacles, facilitating resolution, advancing issues as appropriate, and ensuring commitments are completed on schedule.
Lead weekly and monthly account status reviews, providing comprehensive updates on client activity, open opportunities, cross-sell initiatives, renewals, and service issues.
Mentor and support internal team members by promoting best practices in client service, communication, follow-through, and relationship management.
Build and maintain a formal client engagement cadence, including annual planning sessions, stewardship reviews, renewal strategy sessions, and executive touchpoints.
Coordinate production and delivery of annual or semi-annual stewardship reports highlighting program performance, service accomplishments, claims trends, renewal outcomes, market conditions, and strategic recommendations.
Ensure service delivery consistently meets or exceeds NFP service standards.
Monitor service quality across all client engagements and implement continuous improvement initiatives to enhance the client experience.
Maintain accurate documentation of client discussions, decisions, action items, and strategic initiatives.
Provide email correspondence and calendar management for key producers, as needed for coverage and continuity of servicing.
Partner with Advisors and business line leaders to develop and implement strategic account plans designed to strengthen client retention, expand relationships, and increase revenue opportunities.
Identify and facilitate cross-sell and referral opportunities across NFP service offerings.
Support new business and acquisition opportunities by coordinating data collection, facilitating internal resources, and being responsible for proposal development and presentation preparation.
Protect and grow the portfolio through proactive issue resolution, renewal defense strategies, and executive-level client advocacy.
Track account growth initiatives, opportunity pipelines, and retention metrics.
Maintain current knowledge of commercial insurance products, market conditions, carrier appetites, alternative risk strategies, and emerging industry trends.
Develop expertise in private equity-sponsored, family-owned, and complex middle-market organizations.
Represent NFP professionally in client meetings, industry events, networking opportunities, and sponsor or portfolio company engagements.
Apply market intelligence and competitive benchmarking to find opportunities for program enhancements, cost containment, and risk management improvements.

Requirements

Property & Casualty Broker's License required upon hire.
More than 8 years of industry and product line experience.
Must have retail brokerage or independent agency experience.
Experience with the EPIC or similar agency management system is ideal; Salesforce is a plus.

Skills

Confirmed ability to handle complex, multi-line insurance programs and coordinate across multiple business divisions.
Strong executive presence demonstrating influence and effective communication with leaders and clients.
Validated leadership and project management skills with the ability to drive accountability across teams.
Critical thinking and consultative problem-solving capabilities.
Strong financial competence, including commission statement review and analysis.
Ability to balance multiple priorities while maintaining exceptional attention to detail and responsiveness.

Location

Plainview, NY
Remote (for well-qualified candidates within a reasonable commute)

Work Type

Full-time
Hybrid

Experience Level

More than 8 years of industry and product line experience

Education Level

BA/BS preferred
Master's degree in relevant subject (e.g., business, statistics, math/science, and actuarial science) highly desirable
CPCU or other P&C designation preferred

Salary/Compensations

$125,000 – $135,000

Benefits

Competitive salary
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Comprehensive benefits package
Agile environment
Two “Global Wellbeing Days” each year
Continuous learning culture

About the Company

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement.
We are an organization of consultative advisors and problem solvers.
We help companies and individuals around the world address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
To learn more, please visit: https://www.NFP.com.

Equal Opportunity

NFP is an inclusive Equal Employment Opportunity employer.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves.
Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We are committed to providing equal employment opportunities and fostering an inclusive workplace.
If you require accommodations during the application or interview process, please let us know.
You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter.
We will work with you to meet your needs and ensure a fair and equitable experience.