13 senior private client advisor jobs found

The Regional Private Equity & Property Casualty Leader is responsible for driving client excellence, operational performance, and growth across the West Coast region. This role serves as a strategic partner to private equity firms, portfolio companies, producers, and carrier partners, ensuring consistent delivery of innovative risk management solutions, exceptional client service, and profitable business results. The leader will oversee regional talent, operational execution, carrier strategy, and private equity initiatives while supporting M&A activity, portfolio company integration, and complex insurance program design. Key Responsibilities Private Equity & Client Leadership Serve as a senior advisor to private equity sponsors and portfolio companies. Support insurance due diligence, transaction activity, and portfolio company integration. Act as executive escalation point for complex client, coverage, and claims matters. Drive client retention, growth, and...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. About the Role HUB International’s Risk Services Division (RSD)...

Job Description The Employee Benefits Account Manager – Large Group is responsible for managing complex client relationships and the full account lifecycle for mid and large group clients (50+ lives). This role serves as the primary point of contact for clients, carriers, and internal stakeholders, ensuring high-quality service delivery, client satisfaction, and retention. The Account Manager partners closely with Account Executives, Client Advisors, and internal teams to execute strategic benefit programs, manage renewals, and deliver operational excellence across all service activities. Requirements: Serve as the primary point of contact for assigned large group clients Own and manage the full post-sale client lifecycle Maintain accurate client records and policy documentation Interpret plan designs, eligibility structures, and contribution strategies Monitor carrier discrepancies and resolve system issues Coordinate cross-functional...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Enterprise Integration Architect Classification: Exempt/Full-time Reports to: SVP of Data Management Travel: %10 Salary: $200,000.00-$215,000.00 Location: Remote Role overview DUAL North America is seeking an experienced Enterprise Integration Architect to lead the design, governance, and evolution of the organization's enterprise...

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 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 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.     Scope:   The individual in this role is a seasoned insurance professional responsible for leading the execution of new business and renewal processes for mid-to-large commercial insurance accounts. This includes overseeing timelines, conducting exposure 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 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 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.     Scope:   The individual in this role is a seasoned insurance professional responsible for leading the execution of new business and renewal processes for mid-to-large commercial insurance accounts. This includes overseeing timelines, conducting exposure and...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Role: Vice President, Business Development Location: Los Angeles About Howden Private Capital Howden Private Capital (formerly Atlantic Global Risk) is the transactional risk arm of Howden, one of the world’s leading independent insurance brokers. We advise private equity...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This RVP role will cover the territory of Northern California to include Fresno and all of Nevada for our Corporate/Private Sector clients. Living within the NorCal territory is strongly preferred. This is an H.99 band role. #LI-COLE Job Description Summary Do you enjoy connecting with people to promote products that can improve the financial wellbeing of customers? If you can form lasting relationships, solve challenges with outstanding service and develop and share expertise about...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

Position Title Private Banking Mortgage Manager Senior Location San Francisco, CA 94111 Job Summary The Private Banking Mortgage Manager Senior role is responsible for the following: • Oversees and monitors the credit process for Private Client Group (PCG) mortgage loans. • Advises on Fulfillment process design for PCG loans and advocates for the PCG customer experience. • Recommends process improvements and SLAs to benefit the PCG Channel. • Collaborates and directs team members during all phases of loan production including the fulfillment process to ensure clarity of request, proper documentation is requested/received, and customer experience expectations are met. • Supports Sales and Fulfillment Team with evaluating and structuring mortgage loans for high-net-worth individuals. • Writes loan rationales and exception requests that accurately depict the Bank’s risk and support the request with appropriate compensating factors. • Provides high touch service to the...

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 Benefits Technology Specialist works alongside the technology team and the Employee Benefits business segment by configuring and maintaining the benefits eligibility management system offered to clients. The Benefits Technology Specialist is responsible for ensuring...

As Risk Strategies joins the Brown & Brown family, we are expanding our presence in Northern California and we are actively building a scalable Commercial Lines sales team designed for growth. We are seeking a Commercial Lines Sales Leader to drive regional expansion by identifying growth opportunities, adding producer capacity through strategic hiring, and accelerating cross‑sell partnerships across the organization. This is a senior sales leadership role for a commercial insurance professional who brings immediate market credibility and understands how to grow client relationships through a consultative, risk‑advisory approach. Strong producers and service teams are in place. The opportunity is to shape where and how Commercial Lines grows next as regional capacity continues to expand. This Role is About: Commercial Lines Growth & Expansion • Identifying geographic, industry, and market opportunities to expand Brown & Brown’s Commercial Lines...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' 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. THE OPPORTUNITY: This Personal Lines Account Executive will serve as a "floater". The Floater will be a flexible resource across the Pacific Region, supporting multiple service teams and books of business as needed. In this role, you will manage an assigned portfolio of personal lines clients with a strong emphasis on carrier relationships and marketing expertise — navigating placements across...