7 personal insurance advisor jobs found in Philadelphia

The Account Manager will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Account Managers. Your Impact Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Participating in the retention of renewal business. Interacting with producers to prepare...

Company: Marsh Description: We are seeking a talented individual to join our Casualty team at Marsh. This role will be based in Philadelphia. This is a hybrid role that has a requirement of working at least three days a week in the office. We will count on you to: Acts as lead advisory colleague on medium sized, less complex books of business. Develops an understanding of the clients business strategic priorities, risk strategies and risk management needs and provides advice accordingly to successfully serve clients. Utilizes risk expertise and knowledge of industry and insurance market place to review clients exposures and loss experience and develop solutions for standard client needs. Executes renewal/placement strategies in conjunction with the Placement, Advisory Leader and Client Executive and executes in accordance with client instructions. Assists in presentations to prospective clients and develops/suggests innovative solutions to client and...

Company: Guy Carpenter Description: Guy Carpenter (GC) is seeking an SVP Actuarial Advisor who will serve as a strategic partner to brokers and clients, collaboratively identifying and delivering effective solutions to client challenges. The SVP Actuary will work closely with broking teams to ensure optimal use of analytical resources, address client needs, and enhance the value GC Analytics brings to client relationships. As a senior leader, you will engage directly with clients to discuss risks, concerns, and potential solutions, leveraging your expertise and broad reinsurance market knowledge—even in the absence of a full actuarial data review. By partnering with brokers, you will actively contribute to problem-solving discussions, providing insights that extend beyond traditional actuarial analysis to drive meaningful client outcomes. This is a hybrid role (3 days a week in office, 2 days a week remote). SVP, Actuarial Advisor We will count on you to: Act...

Company: Marsh McLennan Agency Description: Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow. We value empathy, discipline, integrity, courage, and tenacity - and we are seeking professionals who share these values to join our team. JOB FUNCTIONS & RESPONSIBILITIES: Serve as a key resource for Producers to identify prospective captive clients within the sales pipeline, focused on qualifying accounts to ensure they meet Graham Company's underwriting and revenue criteria, and supporting efficient pipeline development to contribute to the growth of the Captive Practice. Actively participate in meetings with Producers and prospective captive clients to assess captive suitability throughout the sales lifecycle. Deliver engaging, tailored presentations to prospective and existing clients, clearly articulating complex captive concepts and...

Company: Mercer Description: We are seeking a talented individual to join our Talent Strategy & Digital HR Transformation team at Mercer, a Marsh business. This role can be based in Philadelphia or Washington, DC and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As a Talent Strategy Consultant, you will support senior consultants in delivering engagements across HR organization digital transformation, HR operating model assessment and design, process optimization, and technology advisory. You will work directly with client stakeholders, contribute to deliverable development, and help drive measurable impact for organizations navigating the evolving world of work. This is a great opportunity to gain exposure to a wide range of industries and develop deep expertise in how leading organizations redesign their people functions for the future! We will count on you to: Organization & Operating Model Design and...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...