91 account consultant jobs found in New York

Position Title Branch Banking Client Consultant I-Float Location New York, NY 10022 Job Summary A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. Pay Range: $17.00 - $21.25 - $25.50 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the...

Company: Mercer Description: We are seeking a talented individual to join our Wealth Investment team at Mercer, a Marsh business. This role can be based in New York City, Chicago, Boston, or Minneapolis and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As an Insurance Investment Consultant , you will collaborate closely with insurance clients and internal insurance team members to support investment portfolio needs through analysis, research, and communication. You will contribute to portfolio construction, asset allocation, and manager implementation while staying informed on market and regulatory developments affecting client portfolios. The team fosters professional growth in a supportive, inclusive environment, leveraging deep insurance investment expertise to deliver tailored advice and solutions. We will count on you to: Become a subject matter expert in insurance investment strategy both internally and...

Starr Insurance Companies is a leading insurance and investment organization, providing commercial property and casualty insurance, including travel and accident coverage, to almost every imaginable business and industry in virtually every part of the world. Cornelius Vander Starr established his first insurance company in Shanghai, China in 1919. Today, we are one of the world’s fastest growing insurance organizations, capable of writing in 128 countries on 6 continents. This position requires an experienced loss control professional, ready to support the underwriting staff in all ocean marine lines of business: cargo, hull, and liability. Ideal candidates should be conversant in the various disciplines of each line of business, including: General cargo operations Project cargo risks Logistics operations Static risk and stock throughput, including retail stock throughput(s) Hull condition and valuations Trip in tow surveys Marine general liabilities Marine terminal...

Job Description Amazing Career Moments Happen Here    Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible.     Position Overview    Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for a  Sales Consultant – Manhattan & Long Island to be the leading force in hunting for new business and expanding our current client base.   Sales Consultants are responsible for a combination of hunting and farming.  Approximately 70% of your time will be...

The Company   At Utica National Insurance Group, our 1,300 employees nationwide live our corporate promise every day: to make people feel secure, appreciated, and respected. We are an “A” rated, $1.7B award-winning, nationally recognized property & casualty insurance carrier. Headquartered in Central New York, we operate across the Eastern half of the United States, with major office locations in New Hartford, New York and Charlotte, and regional offices in Boston, New York City, Atlanta, Dallas, Columbus, Richmond, and Chicago. What you will do: The Senior Risk Management Consultant is responsible for planning, scheduling, and conducting comprehensive workplace and work site underwriting risk assessments for commercial clients across multiple lines of business, including Workers' Compensation, General Liability, Property, and Automobile. Assessments are completed using a variety of methods, such as self-assessments, phone interviews, and web-assisted video surveys....

  LOCATION: Hybrid, New York City, NY  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Corporate Synergies team in the New York City Metro Region.  The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting with the retention/growth efforts associated with of multiple assigned client accounts (Book of Business).     Essential Functions: Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate).  With guidance and supervision, work on client related deliverables of increasing complexity.  Beyond foundational knowledge (i.e., industry, product knowledge and regulatory...

Company: Description: Client Service Associate , Business Insurance     Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate within our Business Insurance team here at MMA .    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).   A day in...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Corporate Synergies team in the New York City Metro Region.  The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting with the retention/growth efforts associated with of multiple assigned client accounts (Book of Business).     Essential Functions: Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate).  With guidance and supervision, work on client related deliverables of increasing complexity.  Beyond foundational knowledge (i.e., industry, product knowledge and regulatory...

Company: Oliver Wyman Description: The Actuarial Consulting Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing practice with offices across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. Oliver Wyman provides customized actuarial services and strategic insight, supporting clients as they strive to exceed their business objectives....

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Employee Benefits Sales Consultant to their Corporate Synergies team in New York City Metro Region.  The Employee Benefits Sales Consultant is an experienced sales producer who actively develops and maintains a pipeline of new potential clients and continually sources referrals for new business opportunities. As a consultant to your clients you will analyze and develop comprehensive solutions to meet your clients’ goals. You will actively partner with Account Management to ensure the success of new business and retention of existing business. Essential Functions Establish and build strong, integrity based relationships with C-level managers for companies of 100 employees plus Identify new potential clients and develop strategies to convert them to FRP clients Continually source referrals for developing additional contacts and...

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh as a Client Advisor supporting commercial property & casualty clients. This role will be based in New York, NY or Philadelphia, PA . This is a hybrid role that has a requirement of working at least three days a week in the office. This role provides advisory support on multinational programs by developing and executing renewal and placement strategies in collaboration with internal teams and clients, while analyzing carrier quotes to assist in solution development and negotiations. It also involves managing coverage follow-ups, building client and market relationships, supporting senior advisors in product development, and contributing to client retention through effective risk solutions and market knowledge sharing. We will count on you to: Acts as an advisory colleague on low touch multinational programs/clients and/or provides support to senior advisors...

Company: Marsh Description: Marsh is seeking candidates for our open Client Advisor position based in our NYC, Philadelphia or Washington D.C. office. What can you expect: Becoming a member of Marsh's Multinational team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients. Helps identify the need for new products and develops innovative solutions for clients. Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary. Delivers technical expertise in the delivery and presentation of RFP’s What's in it for you? Gain exposure to key stakeholders and have the ability to make strong business connections. An opportunity for long term growth...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Overview Starr Management Consulting is the in-house strategy consultancy for Starr and its business entities across the globe. The team reports into the Chief of Staff of the Chairman of Global Insurance, and its mandate is to support the company’s strategic objectives that achieve measurable goals. This is accomplished by defining and solving complex challenges through the design and development of constructive solutions. MC’s highly visible engagements...

The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Senior Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Senior Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans,...

Join Our Team as a Business Development Representative – Come grow with us at WTW! (Business Development Manager - National Accounts) We are seeking a highly motivated and results-driven Business Development Representative to join our sales and business development team at WTW. The Business Development Representative will be responsible for driving top-of-funnel activities and acquiring new clients for our market leading compensation surveys for accounts in the US and Canadian markets. The Role What You'll Do: This is a unique opportunity to join an accelerating sales team and help shape the future of our commercial organization. Your relentless hunger for commercial success is the fuel that will help drive our ambitious growth targets in North America. This is a hunter sales position that demands experience in product sales and service, along with self-motivation and a seasoned sales proficiency. A thorough understanding of how survey data impacts compensation planning,...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their Corporate Synergies   team in New York Metro Region.  Job Summary: Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).   Essential Functions: Maintain up-to-date client files/internal systems in accordance with CSG’s standard protocols.   Support the various pre-renewal/renewal/post-renewal and wellness activities.   Coordinate data gathering for reporting efforts (analytical, compliance, etc.).   Complete training/professional development to gain...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Join the legal frontline and champion the defense for both the insured and the Company! As an early career Trial Attorney, you'll handle bodily injury lawsuits, and more with trials, arbitrations, and mediations. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key Responsibilities Manage all...

Company: Marsh Description: We are seeking a talented individual to join our Client Advisory team at Marsh . This role will be based in NYC . This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Client Advisor, you will independently manage a portfolio of large and complex clients, leading the development and execution of risk and insurance strategies that align to their business priorities. You will collaborate closely with Placement, Advisory Leaders, and Client Executives to deliver tailored solutions, drive renewals, and support new business growth. We will count on you to: Independently oversee and manage large or complex accounts and bring the broader client team together to formulate procedures and go-to-market strategies. Maintain a deep understanding of clients’ business strategies, risk appetite, and risk management needs to provide informed advice and solutions. Use...

Company: Marsh Description: The Strategic Project Manager DCX, reports to our DCX Chief of Staff — This role leads the end-to-end delivery of high-impact strategic initiatives that advance DCX vision and strategy. This role is hybrid with three days required in our NYC office. We will count on you to: Lead end-to-end delivery of single strategic initiatives that advance the business unit’s vision and strategy—owning scope, outcomes, timelines, dependencies, resourcing, and delivery quality from kick-off through launch and adoption. Translate strategy into executable plans by defining clear objectives, success measures, and delivery roadmaps; establish governance (cadence, decision forums, risks/issues/dependencies) and ensure alignment with leadership priorities. Coordinate cross-functional execution across Product, Tech, Commercial, Operations, and business stakeholders—driving clarity on roles, handoffs, and deliverables; proactively removing blockers and...