3 risk advisor jobs found in Montgomery

Description We are seeking a results-driven Senior Territory Manager to own and lead a defined geographic territory, driving profitable premium growth and strong agency performance across a broad commercial product portfolio. In this highly visible role, you will serve as a trusted advisor to independent agents and brokers, balancing day-to-day small commercial flow with strategic pursuit of targeted larger accounts. You’ll leverage deep relationship management, data-driven strategy, and cross-functional collaboration to optimize territory performance and achieve financial and operational objectives.   This is an excellent opportunity for a seasoned insurance professional who thrives in the field, enjoys building long-term partnerships, and wants to make a meaningful impact within a dynamic commercial insurance organization.   Key Responsibilities:   Territory & Agency Ownership   Own and manage an assigned geographic territory, driving...

The Client Advocate (CA) is responsible for cultivating and maintaining client relationships, leading strategy development and execution, and delivering best-in-class client service. This role will focus on Real Estate clients, requiring a strong understanding of industry-specific risks, market dynamics, and client priorities. The CA owns the E365 Service Plan, engages relevant WTW resources, and leads pricing, profitability, and renewal strategies. They act as the primary relationship manager, coordinating internal teams to deliver tailored risk and insurance solutions that align with client needs. A successful Client Advocate develops a deep understanding of the client’s business, operations, and objectives, positioning themselves as a trusted advisor and strategic partner to key decision-makers. They are ultimately accountable for client retention, profitability, and the execution of all service deliverables across assigned accounts. This role also focuses on expanding...

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...