A growing, relationship-driven insurance brokerage is seeking a Client Services Manager / Director – Commercial Lines to lead and optimize a high-performing Commercial Lines service organization supporting sophisticated financial-sector clients. This is a true player/coach leadership role. Leadership here does not operate from the sidelines; managers stay actively engaged in servicing clients, supporting the team, and understanding the day-to-day operational tempo of the business. If you enjoy leading by example while building structure and driving operational excellence, this could be an outstanding fit. The organization serves highly sophisticated clients including hedge funds, private equity firms, venture capital firms, asset managers, and other complex commercial accounts where responsiveness, attention to detail, and white-glove client service are critical.

Lead and mentor Commercial Lines client service staff. Improve workflows, operational efficiency, and accountability. Create scalable servicing processes and SOPs. Support complex client needs, renewals, and service escalations. Drive high-touch client experience standards across the department. Partner cross-functionally with producers, operations, and leadership teams. Help maximize workflow efficiency and reporting capabilities within EPIC.

Commercial Lines brokerage leadership experience. Strong operational and workflow management capabilities. Experience managing high-volume, fast-moving service environments. Hands-on leadership style with willingness to stay close to client service operations. Strong understanding of Commercial Lines coverages and account management processes. EPIC experience highly desired. Background supporting financial institutions, management liability, professional services, or sophisticated middle market business is a strong plus.

$150,000 - $175,000, bonus, profit sharing, 100% employer paid medical for employees