2 senior private client advisor jobs found in Philadelphia, PA

Health & Benefits M&A Center of Excellence Lead In this role, you will identify opportunities for Health & Benefits business expansion by partnering with producers who focus on developing relationships with private equity sponsors and portfolio companies. You will be responsible for leading sales pursuits and conveying the unique value proposition of WTW’s Health & Benefits solutions to prospects. You will lead a team within our Greater Philadelphia practice that services these closed opportunities, which will involve the design and management of the full array of health and benefits programs. You will drive the strategy as the Executive Sponsor, growing relationships by leveraging your expertise alongside WTW’s array of solutions and capabilities. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Serve as the strategic partner and trusted advisor to clients in the design and...

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...