6 risk advisor jobs found

The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. POSITION SUMMARY: The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service...

Description We are seeking a results-driven Senior Territory Manager to own and lead a defined geographic territory, driving profitable premium growth and strong agency performance across a broad commercial product portfolio. In this highly visible role, you will serve as a trusted advisor to independent agents and brokers, balancing day-to-day small commercial flow with strategic pursuit of targeted larger accounts. You’ll leverage deep relationship management, data-driven strategy, and cross-functional collaboration to optimize territory performance and achieve financial and operational objectives.   This is an excellent opportunity for a seasoned insurance professional who thrives in the field, enjoys building long-term partnerships, and wants to make a meaningful impact within a dynamic commercial insurance organization.   Key Responsibilities:   Territory & Agency Ownership   Own and manage an assigned geographic territory, driving...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.   PRIMARY RESPONSIBILITIES:    The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational...

The Client Advocate (CA) is responsible for cultivating and maintaining client relationships, leading strategy development and execution, and delivering best-in-class client service. This role will focus on Real Estate clients, requiring a strong understanding of industry-specific risks, market dynamics, and client priorities. The CA owns the E365 Service Plan, engages relevant WTW resources, and leads pricing, profitability, and renewal strategies. They act as the primary relationship manager, coordinating internal teams to deliver tailored risk and insurance solutions that align with client needs. A successful Client Advocate develops a deep understanding of the client’s business, operations, and objectives, positioning themselves as a trusted advisor and strategic partner to key decision-makers. They are ultimately accountable for client retention, profitability, and the execution of all service deliverables across assigned accounts. This role also focuses on expanding...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional Duties & Responsibilities:  Participate in day-to-day operations of a service team and the assigned book of business.  Handle insurance requirements on contract reviews  Interact with carriers, underwriters, and clients to provide data and information for decision making.  Maintain client records within Epic, CSR24, and other...

Description This position can be remote located within the following states: TN, GA, FL, AL, MS, LA, AR, or OK. Position Overview As a member of Huntington’s Public Capital team, the colleague will be responsible for developing and maintaining profitable municipal lending relationships within an assigned geographic territory. Key responsibilities include: Develop and manage municipal lending relationships within the assigned territory Build and maintain relationships with key centers of influence, including: Municipal attorneys, Municipal advisors, Vendors, Government and industry associations Identify and uncover direct and indirect municipal lending opportunities Review municipal financial statements and assess credit quality Structure and price municipal leases and loans Partner with the portfolio management team to support underwriting and credit approval Collaborate with sales coordinators to...