3 senior private client advisor jobs found in Walnut Creek

Job Description The Employee Benefits Account Manager – Large Group is responsible for managing complex client relationships and the full account lifecycle for mid and large group clients (50+ lives). This role serves as the primary point of contact for clients, carriers, and internal stakeholders, ensuring high-quality service delivery, client satisfaction, and retention. The Account Manager partners closely with Account Executives, Client Advisors, and internal teams to execute strategic benefit programs, manage renewals, and deliver operational excellence across all service activities. Requirements: Serve as the primary point of contact for assigned large group clients Own and manage the full post-sale client lifecycle Maintain accurate client records and policy documentation Interpret plan designs, eligibility structures, and contribution strategies Monitor carrier discrepancies and resolve system issues Coordinate cross-functional...

Job Description About Acrisure   Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.     Scope:   The individual in this role is a seasoned insurance professional responsible for leading the execution of new business and renewal processes for mid-to-large commercial insurance accounts. This includes overseeing timelines, conducting exposure and...

Job Description About Acrisure   Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.     Scope:   The individual in this role is a seasoned insurance professional responsible for leading the execution of new business and renewal processes for mid-to-large commercial insurance accounts. This includes overseeing timelines, conducting exposure and...