1964 client advisor jobs found

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 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 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.  Your Next Chapter:     Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.  We’re seeking a high-performing...

Company: Marsh McLennan Agency Description:   Senior Private Client Advisor  - Hybrid in Boston location   Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture   doesn’t   happen overnight.   It’s   a result of   hard work   by extraordinary people. More than 11,000 of the industry’s brightest talent   drive   our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a   Senior Private Client Advisor   at Marsh McLennan Agency Private Client Services National team.     Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the...

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh. This role will be based in New York, NY or Houston, TX . This is a hybrid role that has a requirement of working at least three days a week in the office. This position will entail identifying client needs and delivering innovative insurance solutions by managing policies, supporting RFPs, collaborating with markets for optimal placements, developing renewal strategies, and maintaining client and underwriter relationships. We will count on you to: Identify client needs and develop innovative insurance and risk management solutions, including new product development. Manage policy administration, deliver reviewed policies to clients, and address client inquiries to ensure satisfaction. Provide technical expertise in preparing and presenting Requests for Proposals (RFPs) and support senior advisory colleagues in business development. Collaborate with Energy Property...

Associate Client Advisor 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 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 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. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader....

Job Description Client Advisor 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 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 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. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global...

Client Advisor Priority Business - SA08DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Hartford’s Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. The Hartford sets the standard for helping individuals reclaim their lives in the face of disability or personal crisis. The Hartford has been a proud sponsor of athletes with disabilities since 1994, becoming a founding partner of U.S. Paralympics, a division of the U.S. Olympic Committee, in 2003. Responsibilities: Customer Service (Priority Accounts): Manages Priority business...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland...

Job Title: Surety Client Advisor Department: Growth Location: Addison, TX 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 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 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. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, 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 19,000 entrepreneurial colleagues in 22 countries and have grown from $38 million to $4.8 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. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...

Job Title: Senior Surety Client Advisor Department: Growth Location: Addison, TX 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 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 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. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial...

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 19,000 entrepreneurial colleagues in 22 countries and have grown from $38 million to $4.8 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. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...

Company: Description: Client Advi sor , Business Insurance   Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Commercial Lines Client Advisor with the Business Insurance team here at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC) .     A day...

Company: Marsh Description: Marsh is seeking a talented Construction Sr. Client Advisor to join their team. This role is based in one of our of our Texas offices and is a hybrid role that has a requirement of working at least three days a week in the office.   We will count on you to: Independently oversees and manages large or complex accounts and brings the entire team together to formulate the procedure and go to market strategy. Works to maintain a near complete understanding of the clients’ business strategic priorities, risk strategies and risk management needs to provide advice accordingly to successfully serve clients. Utilizes expert risk expertise and knowledge of industry and insurance market place to review clients’ exposures and loss experience and develop solutions for complex clients’ needs, including recommending additional products and services as solutions. Develops, presents, and oversees the execution of renewal/placement strategies...

Company: Marsh Description: Marsh RMP Multinational Practise: We have a fantastic opportunity for a Senior Client Advisor to join our Dublin based Advisory team. The successful applicant will work within the RMP Multinational Practise who are a dedicated team providing full advisory / executive service to an existing book of Multinational client, both Outgoing as the Producing Office (PO) and Incoming as the Servicing Office (SO). This role will be based in our Dublin office and offers a hybrid working model, with 3 days in the office and 2 days remote. Please note, commercial insurance experience will be an essential prerequisite for this position, and the successful candidate must also be CIP qualified. This highly sought after position will involve working closely with the designated Account Executives plus local colleagues in Dublin plus the Marsh network from both perspectives, PO and SO. This is a superb opportunity to build upon a career in...

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh as an FINPRO Client Advisor supporting our Commercial Property & Casualty clients based out of our Chicago, IL office. This is a hybrid role that requires working at least three days a week in the office. The successful candidate will provide support to help clients coordinate solutions, manage accounts, obtain advice and administer plans. They will also ensure customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. In addition, this role will resolve and oversee customer issues surrounding consulting, information, and software services, solutions and products. What can you expect: Becoming a member of Marsh's best in class FINPRO team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Client Advisor role, you will develop an...

Company: Marsh Description: Are you ready to take the next step in your insurance career? Fantastic opportunity to join a global leader within insurance broking. We are seeking an ambitious and talented individual to join our highly successful Commercial team as a Senior Client Advisor team at Marsh. This is a perfect opportunity for someone with a strong background in commercial insurance, having worked in a Client Advisor or Broker type role, and/or Commercial Underwriting. This role will be based in our Dublin office and offers a hybrid working model, with 3 days in the office and 2 days remote. Please note, commercial insurance experience will be an essential prerequisite for this position, and the successful candidate must also be CIP qualified. What can you expect: To be part of a company with a strong brand, a brilliant team, dealing with a fantastic client base. You will gain the opportunity to excel and further your next career steps...

Company: Description:   Senior Client Advisor     Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture   doesn’t   happen overnight.   It’s   a result of   hard work   by extraordinary people. The industry’s brightest talent   drive   our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a   Senior Client Advisor   at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).   A day in   the life .       As our Senior...

Job Title: Financial Client Advisor - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO)   POSITION SUMMARY The Financial Advisor – Client Service is responsible for delivering high-quality advisory support and ongoing service to retirement plan clients, plan participants, and associated private wealth relationships. This role focuses on deepening existing client relationships, providing responsive plan-level and participant-level guidance, and supporting incoming church retirement plans through a consultative, service-oriented approach. In addition to servicing retirement plans and participants, this role has the opportunity to build and manage a personal book of private wealth clients, primarily through relationships developed with church leaders, pastors, and plan participants. The Financial Advisor – Client Service serves as a trusted advisor who balances service...

Company: Description: We are seeking a talented individual to join our Enterprise team at Marsh. This role will be based in Penrith. This is a hybrid role that has a requirement of working at least three days a week in the office. The role: Trainee Client Advisor We have an exciting opportunity here at Marsh, as we’re looking to recruit a Client Advisor to join us in our Enterprise Centre of Excellence. Within your role you’ll be responsible for servicing both new & existing clients with a range of commercial insurance products. For this role we are happy to consider those with either personal lines or commercial insurance experience, as well as those without any prior insurance experience. If successful you’ll be provided with a first-class induction, as well as be given the opportunity to  attain chartered insurance qualifications. Once you have received initial training and support, you will be responsible for servicing a dedicated portfolio of...

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 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 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. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a high-performing...