155 client solutions advisor jobs found

Sr Consultant Risk Engineering - KR08DE Consultant II Risk Engineering - KR08ME 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.           At The Hartford, our Risk Services organization exists to help people and businesses thrive by working directly with customers to assess risk, improve resilience, and deliver practical risk mitigation solutions that make a measurable difference. We partner with customers throughout their lifecycle to identify exposures, reduce losses, and strengthen operational performance—combining consultative expertise, technology enabled risk solutions, and data driven insights to improve outcomes before and after a loss. By integrating risk assessment, prevention, and recovery with the broader...

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...

Position Title CRE Credit Products Portfolio Mgr Sr Location Beverly Hills, CA 90212 Job Summary JOB SUMMARY The Senior CRE Credit Products Portfolio Manager is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management. PAY RANGE - $106,023 - $165,862Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and...

Job Description Job Description: Sales Enablement Manager Location: Hybrid/Costa Mesa, CA (United States) Reporting to: Head of Sales Enablement, North American Retail (NAR) About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Sales Enablement Manager, to support the Head of Sales...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Retirement Consultant to join our Financial Services team. The Retirement Consultant is responsible for the strategic planning, consulting, guidance, marketing, investment analysis and servicing...

As a Health and Benefits Director, you will lead client engagements involving the design and management of the full array of health and benefits programs.  You will drive the strategy and grow relationships with current clients by leveraging your expertise alongside WTW’s array of solutions and capabilities and will generate new business by participating in prospecting activities.  You will have the opportunity to provide input into the evolution of the WTW Health and Benefits practice and to be a leader in the marketplace. The Role Serve as the strategic partner and trusted advisor to clients in the design and management of their health and benefits programs.  Responsibilities include: Leading the client service team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards  Proactively advising clients and ensuring the delivery of superior client service Leading vendor procurement...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior People Business Partner to join our team in Newport Beach, CA or Charlotte, NC. As a Senior People Business Partner, you will serve as a strategic advisor to senior leaders across global teams. In this role, you will shape and execute talent strategies, drive organizational effectiveness, and provide data‑backed insights...

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 Personal Lines High Net Worth Claims Consultant serves as a trusted advisor to high‑net‑worth and ultra‑high‑net‑worth clients by providing white‑glove claims advocacy and end‑to‑end claims management. The individual in this role partners closely with clients, carriers, adjusters, and internal service teams to ensure timely resolution, exceptional service, and optimal claim outcomes across complex personal lines exposures. A GLIMPSE INTO YOUR DAY Serves as the primary...

Position Title Treasury Management - Sales Associate Sr Location Beverly Hills, CA 90212 Job Summary A Senior Treasury Management Sales Associate, plays a key role in contributing to new sales targets, managing client relationships, and achieving assigned growth objectives in conjunction with an assigned Treasury Management Sales & Payments Advisor. This role continues in-depth training that creates a career path for a future Treasury Management Sales Advisor. Applies experience and independently makes decisions regarding the management of commercial client relationships and continues the development of the skills required to create and manage more complex client relationships as part of the overall Banking team at Flagstar. Pay Range: $83,578 - $88,527 - $93,577 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Treasury Management Sales & Payments Advisor Partnership:  Collaborates and makes recommendations with the Treasury...

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...

IGNITE YOUR PASSION * IMPACT WHAT MATTERS   WHO WE ARE. HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, part due to our industry leading success in mergers and acquisitions. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial peace of mind and top of class solutions, investments, administration and service. We are committed to the highest Ethics, Competency, Customer Service, and are providing our valued clients with the best and most competent professional team. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive,...

As a Health and Benefits Senior Director, you will lead client engagements involving the design and management of the full array of health and benefits programs. You will drive the strategy and grow relationships with current clients by leveraging your expertise alongside WTW’s array of solutions and capabilities and will generate new business by participating in prospecting activities. You will have the opportunity to provide input into the evolution of the WTW Health and Benefits practice and to be a leader in the marketplace. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity The Role: Serve as the strategic partner and trusted advisor to clients in the design and management of their health and benefits programs. Responsibilities include: Leading the client service team in the design and delivery of project...

As a Managing Director - Health and Benefits Consulting you will make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues.  You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current and prospective clients, and demonstrate how our organization’s superior strategic resources and capabilities can address their concerns.  You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of health care delivery in North America. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their health and benefits programs,  Primary accountability for creating and executing a business strategy to penetrate the local and regional market in...

Job Description 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 Senior Product Advisor (SPA) 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...

Job Description 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 Senior Product Advisor (SPA) 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...

Job Description 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 Senior Product Advisor (SPA) 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...

Job Description 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 Senior Product Advisor (SPA) 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...

Job Description 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 Senior Product Advisor (SPA) 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...

Job Description 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 Senior Product Advisor (SPA) 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...

Job Description 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 Senior Product Advisor (SPA) 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...