11 service advisor jobs found in Scottsdale, AZ

As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and then recommend an appropriate strategy. You will also be involved in working with a team of retirement plan advisors to create retirement plan education strategies for plan sponsors which will include webinars, 1 on 1 participant meetings, and newsletters. You will also be appointed as a wealth management advisor to a book of individual clients and manage their ongoing advisory needs. To excel in this role, you should already have the appropriate licenses and knowledge of all the latest financial products on the market. A successful advisor is organized, responsive, proactive, and dedicated to excellence. Duties and Responsibilities Contributing to various team meetings Participating in day-to-day communication with clients and...

Company: Marsh McLennan Agency Description: Lovitt & Touché, a Marsh McLennan Agency serves Arizona and the Western region. A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world’s leading insurance broker and risk management advisor, yet we retain the close-knit, community-focused culture our firm was founded with in 1911. Position Overview Sales Executives are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Sales Executives are fiscally responsible for each of their insurance accounts and are sales focused not day-to-day service focused. Principal Duties and Responsibilities Involved in the community and business situations in order to become connected with prospective clients through association Work with prospective clients to identify ways in which Lovitt & Touché can partner with prospects on their insurance needs Partner with internal Account...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development . Our entrepreneurial culture fosters an environment that...

Company Details   At Verus Specialty Insurance, a proud member of the esteemed W.R. Berkley Corporation (NYSE: WRB), we stand as a leading Excess and Surplus Lines provider delivering comprehensive solutions across the United States. Backed by the formidable strength of a Fortune 500 titan and operating with the agility of a nimble startup, we blend the best of both worlds to foster innovation and excellence in everything we do.   Our nationwide operations are supported by a robust network of select wholesale producers, ensuring that our reach and capabilities are always close at hand. We are driven by a forward-thinking leadership that champions a dynamic culture where questioning the norm is not just welcomed but expected. This ethos empowers our team to consistently surpass customer expectations and drive the industry forward.   At Verus, we are more than just a company; we are a community that thrives on collaboration, growth, and taking ownership of...

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Role Overview: As a Project Management  Specialist, Actuarial Pricing Analytics, you will coordinate and drive execution of actuarial pricing and analytics projects across Commercial Lines teams. You will work closely with Underwriting, Pricing, Data Science, Data Engineering, Technology, Finance, and Operations to ensure projects are effectively scoped, planned, communicated, and delivered. You will also help project teams and leadership follow a...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to develop skills to review, analyze, accept and decline risks to ensure profitability for Markel. Communicate with underwriting management, product line leaders, colleagues, data analysts, and current and proposed producers. Become familiar with and execute upon underwriting guidelines, policies and procedures. Additionally trainees will be exposed to data analytics and digital technologies that focus on the future of underwriting in the insurance industry. Upon...

Company: Marsh McLennan Agency Description: The Client Executive - Commercial Lines position is responsible for assisting Sales Executives in securing new business and in retaining renewal business for the agency on select accounts determined by premium size or complexity. Principal Duties and Responsibilities Responsible for the oversight and coordination of new business exposure analysis; coverage program design and marketing submission; workflows leading to bound coverage; and implementation of service plan elements for select new business opportunities Proactively working renewals by contacting the client 120 days out; completing account checklists; gathering updated information; revising program design as appropriate; and preparing complete renewal specifications for marketing. Maintaining contact and collaborate with internal (Sales Executives, Account Managers, Department Heads, Marketing personnel, Loss Control personnel) and external (Clients and...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! Primary Casualty Associate Account Specialist / Account Specialist The primary purpose of this position is to underwrite Primary Casualty new business and renewals in a profitable manner and according to authority level and established guidelines. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each state. Knowledgeable in coverage forms...

Overview AmTrust Financial Services, a fast growing commercial insurance company, has a need for a Telephonic Medical Case Manager, RN.   PRIMARY PURPOSE:  To provide comprehensive quality telephonic case management to proactively drive a medically appropriate return to work through engagement with the injured employee, provider and employer.  Our nurses will be empathetic informative medical resources for our injured employees and they will partner with our adjusters to develop a personalized holistic approach for each claim.  These responsibilities may include utilization review, pharmacy oversight and care coordination. Responsibilities Uses clinical/nursing skills to determine whether all aspects of a patient’s care, at every level, are medically necessary and appropriately delivered. Perform Utilization Review activities prospectively, concurrently or retrospectively in accordance with the appropriate...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new business and renewals in a profitable manner and according to authority level and established guidelines, and participate in special projects having an impact on the business. Assigned larger and more important agents/brokers. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each...

Objective: The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Division clients and to the Advisors the Client Service Manager supports in the Division. The Client Service Manager is expected to enhance client relationships as well as be an advocate for each client. In all aspects of the position, the Client Service Manager must promote professionalism, have a positive attitude, and take a proactive approach to their role. Managing ahead of the Advisors day-to-day flow and staying on top of each client are of paramount importance. Client Service Manager must be highly conscientious, organized, and accurate in their work.   Responsibilities Include: Respond to all client requests as soon as possible. Update voicemail greeting message daily. Create, maintain, and update client and prospect accounts and agreements with LPL, CRM, and GRP as needed. Create, send, process, and follow up on all client paperwork...