21 client advisor jobs found

Sales Executive Department Sales Required Experience: 5-7 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team  HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Private Client accounts. *PLEASE NOTE: This is a hybrid position that will require 3 days/week in our Portland office* Your Impact: Develop and maintain strong, long-term relationships with high-net-worth individuals and families. Conduct in-depth needs assessments to understand clients' unique risks and insurance requirements, including all personal lines. Proactively identify opportunities to cross-sell and up-sell additional insurance products and services to existing clients. Serve as the primary point of contact for clients, addressing inquiries, resolving...

Servicing a book of Middle Market clients, this role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals. Your Impact: Build and maintain constructive relationships with customers by meeting and exceeding expectations Actively service/retain existing accounts and develop new business opportunities Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly Schedule personal client meetings at annual renewal or more frequently to maintain client contact Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status Respond to client inquiries, service requests and claims issues within...

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...

About CareScout Join us on a mission to simplify and dignify the aging experience. We are the children, siblings, neighbors, and friends of those navigating the fragmented and confusing system of long-term care. Our team is ferociously curious and relentless in our pursuit of a better system – and we are deeply committed to a sense of belonging for all, in all phases of life.    We’re creating a new experience for care seekers and their families, bringing together long-term care options, non-healthcare resources, education, and human support into one place. We work hard, we have fun, we care about each other, and we share the mission. If this sounds like a place where you could thrive, join us!    CareScout is a wholly owned subsidiary of Genworth Financial, Inc, a Fortune 500 provider of products, services and solutions that help families address the financial challenges of aging.        POSITION TITLE Care Advisor      POSITION LOCATION Remote U.S...

Step into a role where you’re more than an Account Manager—you’re a trusted advisor, problem‑solver, and go‑to expert for our standard Personal Lines clients. In this role, you’ll deliver proactive, best‑in‑class service while helping clients navigate their coverage with confidence. You’ll partner closely with a supportive, high‑energy team and collaborate with producers across multiple RSC offices to deliver a seamless client experience. And because we’re big on developing our people, you’ll also have the chance to mentor PL Select Assistant Account Specialists, helping them grow their skills while elevating the strength of our team. If you enjoy building relationships, finding smart solutions, and working in an environment where no two days look the same—this role is built for you. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging personal insurance...

We are seeking a dynamic and experienced actuarial professional to assist with the continued development of our actuarial team and enhance RSC’s support for our client’s healthcare initiatives and innovations. The ideal candidate will offer an extensive understanding of the healthcare landscape, including medical, pharmacy, stop loss, contracting and payor operations. This role demands a motivated self-starter with proven leadership skills, capable of thriving in a fast-paced, dynamic environment. The ideal candidate will excel in a matrixed environment, demonstrate creative actuarial and analytical capabilities, exceptional communication, interpersonal and organizational skills, and possess a proactive and resourceful approach to problem-solving. This role will be critical to delivering the RSC value proposition for our clients through innovation, technical expertise and highly effective and efficient execution which will directly impact the clients’ financial strategies and...

The ideal candidate will contribute to the growth of revenue by serving as a trusted advisor and technical specialist supporting captive insurance program development, actuarial analysis, feasibility studies, and ongoing captive operations. This role requires strong knowledge of exposure data collection, loss analysis, actuarial concepts, and captive insurance structures. The ideal candidate is a self-starter with deep experience across Workers’ Compensation (WC), Auto Liability (AL), General Liability (GL), and Professional Liability (PL) risks. Your Impact: Provide Actuarial & Analytical Support Gather and validate exposure data including payroll, sales, mileage, and other key business indicators used in actuarial modeling. Review insurance policies and loss runs, perform trend analysis, and interpret loss payment patterns and loss development consistent with captive feasibility and reserving practices. Contribute to actuarial components of feasibility studies...

Essential Duties and Responsibilities: · Obtain and maintain your State Life & Health Insurance license, and complete the DSI Advisor Training Program · Develop a fundamental and technical understanding of the specialized Disability Income and Life Insurance products DSI offers · Clearly communicate our program options to clients via both phone and email · Be able to answer client questions on products, enrollment instructions, policy comparisons · Cross-sell products by explaining need and value depending on client’s profile · Maintain meticulous records in our CRM system, following the DSI sales process Technical Skills: · Proficiency in Microsoft Office applications (Word, Excel, Outlook) · CRM or similar agency management software experience, preferred Attributes of a Successful Disability Advisors possess: · Professionalism in all communications – both written and verbal · Organized, focus on results, and the ability to prioritize high-value tasks...

The New Business Sales Representative is responsible for promoting and selling assigned Pearl Insurance coverage(s) to prospective clients primarily through phone and email outreach. This role focuses on achieving monthly and annual sales goals while delivering exceptional service and support throughout the client’s first year of policy coverage. The Sales Representative serves as a trusted advisor and first point of contact for American Veterinarian Medical Association members and affiliated clients.   This role has an anticipated start date of March 2026. Your Impact:   Prioritize and manage sales leads from multiple sources, including inbound inquiries, marketing campaigns, CRM data, and internal lead lists (e.g., monthly sales funnel, daily activity report, website leads, etc.).  Conduct a high volume of outbound contact via the phone, email, and other channels to promote, quote, and sell assigned insurance products to new prospects.   Present quotes and...

We are looking for a talented and driven Account Manager to join our growing team. In this pivotal role, you will serve as a trusted advisor to key client groups, delivering strategic and consultative guidance on collaborative initiatives, assessing risk profiles, and preparing proposals for both new business and renewals. If you thrive in a fast-paced environment, have a proven ability to manage and grow key accounts, and take pride in delivering outstanding client service, we invite you to consider joining our team. Your Impact: Build and maintain strong, constructive relationships with internal and external agents, producers, and carrier underwriters. Leverage your commercial P&C insurance expertise to actively service existing accounts and drive new business opportunities. Manage workflow with a high degree of personal accountability, ensuring timely, accurate, and efficient execution of deliverables. Participate in the retention and renewal of...

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 We’re looking for a motivated, detail‑oriented Client Manager Consultant to join our Sales Support & Account Management (SSAM) team. In this role, you’ll support brokers and clients throughout the pre‑sale, implementation, and ongoing service lifecycle. You’ll serve as a primary point of contact, manage inquiries, coordinate with internal teams, and ensure a...

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 an Implementation Manager I you will develop and execute client-specific implementation strategy projects and successfully handle post-sale activities to retain large employee benefits group customers. Drive and develop a customized implementation plan for each new national, mid-market, or regional account; serve as point person, both internally and externally, 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 As an Implementation Manager II you will develop and execute client-specific implementation strategy projects and successfully handle post-sale activities to retain large employee benefits group customers with a unique and specific focus on the statutory/PFML onboarding process. Provide highly customized project management for planning, prioritizing, and executing...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $45000 - $115000 / year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $45000 - $115000 / year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...

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 In this role you will manage a team of implementation managers and large market consultants across the voluntary benefits division, working closely with internal and external stakeholders to deliver the best client experience possible. Supervise implementation team to successfully implement all assigned new customers within established performance goals keeping “big...

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 450 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...

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...

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 530+ HUB offices across 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...