26 service advisor jobs found in Boston

Position Summary The Sr Client Relationship Manager (Sr. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs. This role applies advanced benefits expertise to lead a multi-year renewal strategy, ensure completion of compliance requirements, analyze complex benefit trends, and provide proactive, strategic guidance that strengthens client relationships, satisfaction, and retention. Operating with a high degree of independence, Sr. CRM drives day-to-day client delivery, leads pivotal planning in partnership with Advisors, and resolves escalated or highly complex service issues. This role also mentors colleagues, contributes to process improvement initiatives, and ensures the delivery of a consistent “Peace of Mind” client experience. The Sr. CRM collaborates closely with the Client Executive, Client Success...

Position Summary The Client Relationship Manager (CRM), Commercial Risk, is the primary liaison between insurance carriers and clients, managing commercial insurance programs, renewals, and day-to-day service inquiries. They ensure policy compliance, analyze coverage and exposure trends, and provide practical guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical commercial insurance knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent "Peace of Mind" client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery. Primary Responsibilities Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and recommendations. Assess client needs and develop tailored coverage solutions,...

Description You'll work with some of the largest and most complex construction risks in the country, delivering primary casualty coverage (workers' compensation, general liability, auto) for annual practice and wrap-up programs. This role focuses on our Large Construction portfolio, which serves many of the largest contractors in the US, backed by more than 100 years of construction underwriting experience and deep OCIP and CCIP program expertise.   You'll partner with the leadership team, bring deep technical expertise to the table, and serve as the go-to point of contact for frontline underwriting teams on questions, key decisions, and referrals. You'll also help shape and carry out portfolio strategies that keep performance strong and moving in the right direction.   Responsibilities:   Provide expert technical underwriting guidance and formal referral approval across multiple lines of business (auto, general liability, workers'...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary: The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of...

At The Baldwin Group, we prioritize a people-centered entrepreneurial spirited culture and giving colleagues a voice in a transcendent and inspired insurance distribution firm – delivering solutions that give our clients the confidence to pursue their purpose, passion, and dreams. Our firm’s best-in-class resources and diverse portfolio of services are innovating the industry by taking a comprehensive and tailored approach to insurance and risk management. We’re better together!  Position Summary: The Sr. Advisor (Producer) is a senior-level insurance sales leader responsible for driving organic growth through strategic client acquisition, trusted advisory relationships, and market leadership within the commercial risk management space. This role is designed for a highly experienced producer who operates as a business advisor — not simply a salesperson — helping clients protect and scale their businesses through sophisticated risk management and insurance solutions. Advisors...

The mission of the Placement Executive is to be an integral part of the team and partner with Advisors, Directors and others in the firm to deliver a high level of service to our clients.  This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: In-depth knowledge of insurance products and services including knowledge of policy forms, terms/conditions. Maintain thorough knowledge of the insurance marketplace as well as develop and maintain significant relationships with key underwriters, ensuring thorough evaluation of qualified companies in the marketplace. Responsible for assessing client needs, designing solutions and negotiating with insurance carriers to obtain most appropriate coverage plans for clients. Market client business, typically of higher complexity, to a variety of insurance carriers, new and renewal...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Description About the Team   The Corporate Strategy & Research (CS&R) group is an award-winning 35-person enterprise strategy and internal strategy consulting team within Liberty Mutual Insurance, a Fortune 100 company with 40,000 employees operating in 28 countries and economies worldwide. The group serves as trusted strategic advisers to the CEO and Executive Leadership Team and drives transformational change by taking an enterprise-wide, customer-centric perspective.   Established in 1972, CS&R has an outstanding track record of developing future leaders and serving as a top talent feeder to the organization by creating an environment that fosters intellectual curiosity, professional development, and personal fulfillment. Alumni of the group include our current Chairman & CEO, Chief Insights & Solutions Officer, EVP & General Manager of Sales and Service, SVP & Head of BU Strategy, VP & Managing Director of Corporate...

Description The Company  Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.    LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.   Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our...

Description   The Company Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty) and is responsible for powering Liberty’s strategy amid profound change in global capital markets. With deep expertise in fixed income, equity, and alternative strategies, LMI invests $120+ billion ( as of 12/31/2025 ) of capital globally, taking a long-term approach across its integrated platform and has a team of over 350 investment, finance, and operations professionals located in Boston, MA, and New York, NY.    LMI has a clear purpose: build enduring businesses side-by-side with our partners, drive economic growth, and generate superior risk-adjusted returns that power Liberty’s strategy and secure its promises. We offer the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single...

Description Join a Growing Team and Tackle Some of the Industry's Most Complex Environmental Claims   Liberty Mutual is expanding our Environmental Claims team and seeking an experienced Environmental Claims Professional to manage high-exposure environmental, pollution, toxic tort, and mass litigation claims within our Commercial Specialty Lines portfolio!  This is an excellent opportunity for a seasoned claims professional who thrives in complex coverage and liability analysis, enjoys collaborating with legal and industry experts, and is looking to make a meaningful impact at a Fortune 100 carrier known for its financial strength, innovation, and commitment to customer advocacy.  In this role of Senior Technical Claims Specialist, you will exercise significant judgment and ownership throughout the entire claim lifecycle, from coverage analysis and investigation through litigation management, negotiation, and resolution. You'll partner closely with...

Position Summary Do you enjoy helping organizations solve complex HR technology and benefits administration challenges? Are you passionate about Human Capital Management (HCM) platforms, integrations, and creating seamless digital experiences for customers? Guardian is seeking an HCM Platform Specialist to serve as a subject matter expert across leading HCM platforms such as Workday and UKG, supporting the successful implementation and operation of integrations within Guardian's growing API ecosystem. In this role, you will partner with customers, sales teams, product teams, and technology teams to design, implement, and optimize scalable HCM and benefits integrations. You will leverage your expertise in plan configuration, eligibility management, and business processes to deliver successful customer outcomes while helping shape the future of Guardian's digital capabilities.     You Are A trusted advisor and HCM technology expert who thrives at the intersection...

Job Description About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM). Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and...

Description Role Summary:   The Head of State Government Affairs leads Liberty Mutual's state government affairs strategy and execution across multiple U.S. regions. The role manages regional government affairs officers and external lobbying resources, oversees the state team budget, and serves as a principal advisor to the Chief Government Affairs Officer, senior leaders, and business stakeholders on legislative, regulatory, political, and business developments.   The successful candidate brings deep state government affairs expertise, extensive insurance knowledge, strong strategic judgment, persuasive communication skills, disciplined execution, and the ability to align diverse internal and external stakeholders. The role independently evaluates complex and ambiguous issues and develops and leads advocacy strategies that advance Liberty Mutual's business, legal, and public policy priorities.   This is also a change management role. Beyond running...

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. We will only consider candidates who are currently authorized to work in the United States and who will not require sponsorship now or in the future. Please note: student visas, CPT, OPT, H-1B, TN, and other temporary work authorizations are considered restricted forms of employment eligibility. Once these expire, the candidate must be able to present another valid form of work authorization.  Contract Dates: June 2027 through August 2027 The Business Create your future. Within Health, Wealth & Career, WTW's Absence, Disability Management & Life (ADML) practice helps employers design, implement and optimize programs that support employees during some of life's most critical moments, including illness, injury, family leave, disability, financial protection and return-to-work transitions. Our consultants partner with many of the world's leading...

Description The Company:   Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty) and is responsible for powering Liberty’s strategy amid profound change in global capital markets. With deep expertise in fixed income, equity, and alternative strategies, LMI invests $120+ billion ( as of 12/31/2025 ) of capital globally, taking a long-term approach across its integrated platform and has a team of over 350 investment, finance, and operations professionals located in Boston, MA, and New York, NY.    LMI has a clear purpose: build enduring businesses side-by-side with our partners, drive economic growth, and generate superior risk-adjusted returns that power Liberty’s strategy and secure its promises. We offer the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Description Job Summary   Leads the Quantitative Capital Insights team in making risk-based capital a practical enabler of some of Liberty Mutual`s most consequential business decisions-capital deployment, pricing, portfolio optimization, risk financing, and strategic planning-by producing insight the enterprise can act on, and nurturing the relationships needed to turn that insight into decisions.   Builds a deep understanding of the risk profile of each business unit, and of LMG in the aggregate, to guide capital deployment and trade-off decisions in pursuit of TBV growth, subject to an appropriate level of volatility.   Pushes the team to become a thought leader-with the appropriate matrixed partners-in developing alternative views of capital and risk, such as less-deep-in-the-tail views of income volatility, that leverage existing tools and extend the team`s common-language approach to other important decisions.   Unites previously separate teams...