3 client advisor jobs found in Rochester

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 Commercial Lines Account Executive to join our growing team in Rochester, NY! The Commercial Lines Account Executive is responsible for independently providing work client deliverables to each client, to become a trusted advisor to the client, and support of the Sales team. How You Will Contribute: Responsible for working closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients. Work with AA to trouble shoot problems /issues with carriers/clients to resolve issue. Meet regularly with Account Assistants to review account service needs, identify and resolve any problems that arise. Follow-up to address customer needs and resolve any problems or issues. Participate in client relationship - communicate with clients...

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 Commercial Lines Account Manager to join our growing team in Rochester, NY . The Commercial Lines Account Manager is responsible for overseeing and managing the day-to-day service and support of commercial insurance accounts, ensuring the delivery of exceptional customer service and maintaining long-term client relationships. This role requires a deep understanding of commercial insurance products, the ability to assess clients’ needs, and the skill to develop tailored insurance solutions. How You Will Contribute Manage the daily account management of an assigned book of business, including invoicing, claims reporting and follow-up, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions. Oversee the completion of...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Serves as an advisor and strategic business partner to captive/exclusive COUNTRY agents to help them market, sell, and service COUNTRY products and services. Cultivates rep agency growth by advising individual agents in developing their business plans, including setting sales targets and providing partnership and guidance throughout the agent’s business lifecycle. Serves as liaison between agents, the home office and other field operations. How does this role make an impact? Advises agents on best practices for selling the full array of COUNTRY offerings and managing...