10 client advisor jobs found in Birmingham, AL

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Responsible for marketing new and renewed business within a specific P&C service team. Assist with pre-renewal and renewal meetings to present results to established client contacts  Oversee a team of employees handling a specific book of business  Prepare and participate in prospect and client presentation meetings  Ability to present renewal meetings and/or stewardship reviews to established clients  Prepare, review, and...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional Duties & Responsibilities:  Participate in day-to-day operations of a service team and the assigned book of business.  Handle insurance requirements on contract reviews  Interact with carriers, underwriters, and clients to provide data and information for decision making.  Maintain client records within Epic, CSR24, and other...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional Duties & Responsibilities:  Participate in day-to-day operations of a service team and the assigned book of business.  Handle insurance requirements on contract reviews  Interact with carriers, underwriters, and clients to provide data and information for decision making.  Maintain client records within Epic, CSR24, and other...

Description Job Summary: As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities: Strategic Business...

We are GROWING and we are searching for you! The Pay Range for an Insurance Sales Representative is $14+ per hour Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives What We Offer: · No cold calling involved · Uncapped commission potential · Lucrative bonus opportunities including performance-based bonuses and sales competitions · Continuous on-going training and mentorship · Growth-oriented culture with internal promotion opportunities · Comprehensive Benefits package including medical, dental, vision, and life insurance · Comprehensive 401K plan with competitive employer match · Paid time off including holidays, vacation, and personal time · Annual incentive trip for top performers · Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. · Employee Assistance Program: Confidential assistance to you...

The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management. PRIMARY RESPONSIBILITIES: Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone. Reviews client exposures, underwriting memo, loss experience along with current coverages Advises and counsels on complex risk exposures. Review inspection reports accuracy on coverage potential loss prevention issues and provide proactive direction to resolve the claims. Creates and presents private risk management renewal proposals& agendas to existing clients and conducts annual interactive reviews, when needed Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection. Cultivates strong relationships with insurance...

We are GROWING and we are searching for you! The Pay Range for an Insurance Sales Representative is $14+ per hour Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives What We Offer: · No cold calling involved · Uncapped commission potential · Lucrative bonus opportunities including performance-based bonuses and sales competitions · Continuous on-going training and mentorship · Growth-oriented culture with internal promotion opportunities · Comprehensive Benefits package including medical, dental, vision, and life insurance · Comprehensive 401K plan with competitive employer match · Paid time off including holidays, vacation, and personal time · Annual incentive trip for top performers · Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. · Employee Assistance Program: Confidential assistance to you...

We are GROWING and we are searching for you! The Pay Range for an Insurance Sales Representative is $14+ per hour Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives What We Offer: · No cold calling involved · Uncapped commission potential · Lucrative bonus opportunities including performance-based bonuses and sales competitions · Continuous on-going training and mentorship · Growth-oriented culture with internal promotion opportunities · Comprehensive Benefits package including medical, dental, vision, and life insurance · Comprehensive 401K plan with competitive employer match · Paid time off including holidays, vacation, and personal time · Annual incentive trip for top performers · Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. · Employee Assistance Program: Confidential assistance to you...

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service. You will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients...

Description Job Description: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services...