13 client advisor jobs found

Location: This position is fully remote within the continental United States. Reporting into the SVP, Customer Success, the Director of Customer Success is responsible for retaining, delighting, and growing our Commercial and Government customer base, as well as ensuring the success of the Customer Success Managers (CSMs). This role includes establishing operational objectives, policies, and procedures that affect immediate and, at times, company-wide operations. You will guide the CSMs in these verticals, setting clear frameworks and providing the necessary tools to deliver their best work. The role also requires anticipating churn risks, fostering upsell opportunities, and driving loyalty by managing multiple priorities that directly impact the medium-term results of both your team and the business.  The Director will collaborate with cross-functional teams to solve strategic issues, monitor customer satisfaction, and align with organizational objectives. This involves...

The  Senior Solution Engineer, Insurance  will be a technical expert and key contributor within the Solutions Engineering team at Nearmap, specifically focused on supporting clients in the property & casualty (P&C) insurance industry. This role will involve deep technical knowledge of Nearmap’s platform, including 2D, 3D, and AI technologies, to help clients solve business challenges related to underwriting, claims, and risk management. Working alongside cross-functional teams such as Product, Engineering, and Technology, the Senior Solution Engineer will develop tailored solutions and deliver compelling product demonstrations to showcase the value of Nearmap's content and technology in driving better decision-making and operational efficiency. Key Responsibilities: Client Engagement and Insurance-Specific Support: Lead technical discussions with P&C insurance clients to understand their unique workflows in underwriting, claims, and risk mitigation. Conduct...

WHO WE ARE   Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE'RE LOOKING FOR   The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The...

WHO WE ARE   Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR   The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The...

Grow With Us!  At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Commercial Lines Account Manager to join our team. This position will report to our agency located in Southborough, MA. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: Be main conduit of communication to insured and handle day-to-day correspondence with client (email, phone) for commercial accounts Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured Communicate with carriers and insured to respond to their questions and/or issues Investigate audit discrepancies and explain them to insured and/or producer Understand the insured’s...

At Swyfft, we're reshaping the way home insurance, flood insurance and commercial package products are priced and bound. We've created an insurance experience that's smart, instant, and designed to deliver unparalleled customer service.   Our focus on lightning-fast quotes and seamless claims servicing is powered by cutting-edge technology and an Agent and Customer-centric approach that sets us apart in the industry.   Joining Swyfft means becoming part of a dynamic team of forward-thinkers who thrive on moving fast and delivering exceptional products. We pride ourselves on fostering an environment where creativity and positive energy thrive.   As we continue to grow and expand, we're on the lookout for experienced professionals like you to join us in transforming the insurance landscape. If you're passionate about leveraging technology to provide the best customer service experience and are ready to be a part of our journey, we welcome you to explore opportunities at...

Reporting to the VP, Finance and Strategy, the Group Tax Manager will lead all US direct and indirect tax compliance, planning, and advisory activities across Nearmap's global operations in the United States while providing coordination support for operations in Australia, and Poland. This is a hands on technical role with primary responsibility for managing US federal and state tax compliance (income tax, sales and use tax, and employment tax across 40+ state nexus jurisdictions) as well as supporting tax operations in Australia and Poland through collaboration with group reporting and financial operation teams. The Group Tax Manager will also manage transfer pricing policy, monthly intercompany calculations and settlements, and serve as the key tax technical resource for the finance leadership team. This role requires deep expertise in multinational tax structures, strong cross functional collaboration skills, and the ability to balance strategic tax planning with day to day...

Grow With Us!  At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Client Relationship Manager to join our team. This position will report to our agency located in Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position. Responsibilities: Contributing to various team meetings Participating in day-to-day communication with clients proactively Assisting clients with questions and issue resolution Managing review meetings directly or in coordination with Retirement Advisors Preparing client meeting and other presentation materials in collaboration with the retirement client service team and with Retirement Advisors Conducting employee education workshops...

Join our team as a New Business - Personal Licensed Insurance Agent! Are you an experienced personal insurance agent ready to take your career to the next level? Whether it’s from a coffee shop, seaside, or the comfort of your own home, we offer the   flexibility ,   support , and growth opportunities   you’ve been looking for. We’re seeking driven, licensed professionals to join our growing team in a full-time, fully remote role as a New Business - Personal Licensed Insurance Agent at COVU. This is your opportunity to connect with clients across the country and to be a part of an innovative company. If you're a go-getter with a passion for helping businesses protect what matters most, we'd love to hear from you. Our Licensed Personal Insurance Agents are responsible for: Managing and nurturing client accounts; Providing exceptional customer service; Understanding insurance products and policies; Effective communication; and Driving...

Compensation: $40,000 – $60,000 base + Team Performance Bonus Location: Remote (U.S.) License: Property & Casualty preferred (Low-level license acceptable) About COVU COVU is an innovative technology-focused company that’s disrupting the insurance industry. By delivering a great customer experience through a blend of technology, real-time service, and sales support, COVU ensures that agencies thrive and remain competitive in the evolving landscape. The agency's approach leads to higher retention, increased cross-sales, and greater profitability for its owner(s), while enabling producers to focus on selling to higher-value customers. We value: Entrepreneurship (Ownership): We foster a culture of ownership and initiative, encouraging our team to lead with an entrepreneurial spirit. Beyond Expectation (Surprise & Delight): We aim to consistently exceed expectations, creating memorable experiences that surprise and...

About COVU COVU is a venture-backed technology startup transforming the insurance industry. We empower independent agencies with AI-driven insights and digitized operations, enabling them to manage risk more effectively. Our team is building an AI-first company set to redefine the future of insurance distribution. Location: This role can be hybrid or remote. If the candidate is based in the Los Angeles (LA) area, it will be a hybrid role working from our office in West Hollywood. For candidates based anywhere else in the US, this will be a fully remote role. Role Overview  We are seeking an experienced and product-focused Senior Data Engineer to be a core member of our Platform product team. This is a high-impact role where you will play a pivotal part in evolving our core data infrastructure. Your primary mission will be to develop key components of our "Policy Journal" - the foundational data asset that will serve as the single source of truth...

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in Huron, South Dakota or surrounding.   Work from home, and on the road. Monday – Friday, regular business hours.   As a Medical Case Manager you will make a meaningful difference in the lives of injured workers and their families.  Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, the insurance adjuster, medical providers, members of our team, and others.  This is a local position that requires travel and is responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides Medical Case Management to individuals through in person and telephonic communications with the patient, physician, other health care providers, employer and others....

Are you a top-performing Personal Lines Sales Agent who spends more time fighting with carrier websites than connecting with clients and closing sales? Do you have the drive to be a top producer but get bogged down by administrative tasks that limit your earning potential? This is a fully remote opportunity to connect with clients across the country and build your business on a platform designed for the future of insurance. If you are a driven sales professional with a passion for winning new business and protecting individuals and families, we want to talk to you.   Why COVU is the Ultimate Platform for Your Sales Career: A Career with Purpose and Profit: At COVU, you are a sales expert providing real peace of mind. We empower you to make a tangible difference in people's lives by selling them the protection they need for their homes, vehicles, and financial futures. This is a career that offers not just exceptional financial rewards, but deep...