19 advisor jobs found in Portland, OR

The Cross Family of Agencies welcomes you. We need your talent and expertise. Director of Operations, Employee Benefits Position Summary The Director of Operations will build, lead, and optimize the operational foundation of the Cross Insurance Employee Benefits Division. This role is responsible for developing scalable processes, streamlining workflows, strengthening carrier and vendor partnerships, and driving operational excellence across all facets of the employee benefits business. The ideal candidate is a hands-on leader who translates strategy into execution , improves efficiency, and enables growth while delivering an exceptional client and employee experience. Key Responsibilities Build and lead the operational strategy for the Employee Benefits Division, aligning people, processes, and technology with business goals. Develop, implement, and refine standardized workflows that improve efficiency, accuracy, and scalability across new business,...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Our National Accounts team is growing! The National Accounts Sales Consultant acquires, grows, and retains large employer group clients (5,000+ lives) in the National Accounts segment, focusing on Core Life and Disability insurance. Reporting to the Senior Director, this role builds broker partnerships, executes complex sales strategies, and drives growth and...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary   Join our team to provide exceptional customer service by responding to inquiries, resolving issues, and ensuring members have a positive experience with our products and services. You’ll be responsible for answering product-related questions, conducting research, and guiding members through procedures. Additionally, you will help resolve issues, escalate...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary   Join our team to provide exceptional customer service by responding to inquiries, resolving issues, and ensuring members have a positive experience with our products and services. You’ll be responsible for answering product-related questions, conducting research, and guiding members through procedures. Additionally, you will help resolve issues, escalate when...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Plan, organize and manage requests for proposals, RFP’s or RFI’s of varying complexity, priority and risk that aid the company in the acquisition of new business and retention of current clients. Key Responsibilities Lead the proposal, RFP and RFI process in a fast-paced, deadline-oriented work environment. Use strong leadership, organizational,...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Join our Corporate Financial Planning & Analysis (FP&A) team, reporting to the Director of Corporate FP&A, as a senior individual contributor with end-to-end ownership of enterprise operating expense planning, forecasting, variance analysis, and management reporting. The role serves as a trusted resource for their peers, helping elevate analytical quality...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: The Standard   seeks   a talented, experienced actuary with strong   life pricing experience   to join our   voluntary benefits   division. You will   lead a high - performing team of actuaries and students .  You will   leverage   your skillful relationship management as you partner with key internal stakeholders and product line leaders....

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary The Benefits Enrollment Counselor is a key member of the Enrollment Success Team, responsible for guiding employees through the benefits enrollment process with expertise, empathy, and professionalism. This role serves as a trusted resource, educating employees on available benefit options and ensuring they can make informed enrollment decisions. The Benefits...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary As a manager of disability benefits you’ll supervise a section of personnel and activities to ensure timely, accurate and thoroughly investigated disability decisions and ongoing management of claim liability, benefit payments, taxation of benefits, deductible income pursuit and reserve data. Supervise section personnel for claim decisions on new and continuing...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary This role is responsible for analyzing, preparing, and processing accounting transactions, while supporting the accuracy and integrity of IT financial reporting. The position also assists with technical accounting research, policy documentation and coordination with IT project teams with a focus on transparency and compliance. Key Responsibilities Prepare,...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary This position is responsible for analyzing, preparing, and processing accounting transactions. Researches and applies accounting guidance, documents technical conclusions and policies, and supports financial statement preparation and management reporting. Serves as a key liaison between internal finance teams and external auditors during audits, ensuring timely and...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary As a Sr Investigative Researcher, you'll use advanced research techniques to identify, analyze, and document information that supports fraud detection and investigation efforts across insurance operations. You'll conduct detailed research using subscription databases, public records, online sources, and social media to uncover relevant information related to...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary The Standard is hiring an AI Software Engineer IV to design, build and ship full-stack features across our web platform for web-based AI products. As a senior individual contributor, you will solve complex problems end to end, from data model and API through to the user interface, while supporting the DevOps practices, cloud infrastructure and data platform...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary     The AVP, Chief of Staff, Employee Benefits Sales & Client Management, serves as a strategic partner and execution leader to the SVP, Regional Sales & Client   Management   and the SVP, National Accounts Sales & Client Management. In this highly visible role, you will align priorities, advance key business initiatives, and strengthen...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a  Claims and Risk Manager to join our growing team in Portland, OR !       The Claims and Risk Manager develops and implements comprehensive risk management strategies, advocates for clients throughout the claims process, and collaborates with internal teams and external partners to ensure effective, compliant, and client-focused service delivery.   This is a hybrid role with a schedule of 3 days a week in the office and 2 days working from home, balanced around client meetings and field visits.     How You Will Contribute :    Develop and maintain relationships with clients and carriers through phone calls, personal meetings, seminars, newsletters, etc.   Prepare professional reports, exposure analysis and claim and...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary The mission of the underwriting function is to foster sound underwriting and business decisions, develop effective relationships and contribute toward the growth and development of the underwriting department to write and retain long term profitable business. Underwrite group ancillary lines and evaluate high levels of risk and complexity for customers with primarily...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary The mission of the underwriting function is to foster sound underwriting and business decisions, develop effective relationships and contribute toward the growth and development of the underwriting department to write and retain long term profitable business. Underwrite group ancillary lines and evaluate moderate to high levels of risk and complexity for customers...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Small Group Account Manager to join our growing team in Portland, OR . The Employee Benefits Account Manager responsibility is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily. How You Will Contribute: Responsible for renewal process from start to finish including but not limited to pre-renewal analysis, renewal analysis, and renewal administration Lead open enrollment process...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Commercial Lines Middle Market Account Manager  Account Managers are primarily responsible for servicing clients/prospects for commercial customers of Cross Insurance, while creating and maintaining strong relationships with customers, underwriters and other professionals. The base salary range for this role is $75,000–$110,000 annually. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more. Duties of a Middle Market Account Manager include, but are not limited to : Follow Large Commercial Timeline, adhere to Cross Procedure Manual and Master CL Workflow Manual Handles Large Complex Accounts (Book of Business up to $1,000,000 or more in revenue Meet with Producer/AE monthly to review...