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associate client advisor California

50 associate client advisor jobs found

HUB International
03/08/2026  
Senior Risk Consultant
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 700 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...
HUB International San Diego, CA, USA Full Time
MarshMcLennan
03/01/2026  
Associate Director - Talent Strategy Consulting
Company: Mercer Description: We are seeking a talented individual to join our Career Services team at Mercer This role will be based in Bangalore/Mumai. This is a hybrid role that has a requirement of working at least three days a week in the office. Associate Director - Talent Strategy Consulting (Level F) We will count on you to: Lead delivery of complex projects across Talent solution areas: Workforce and Organization Transformation - Organisation Design and Structuring, Workforce Planning, Job Evaluation, New Shape of Work - Work Redesign, Flexible Working, Re/Upskilling, etc. Talent Management - Competency Framework, Career Architecture, Assessment and Development, Leadership Coaching, Performance Management System, etc Lead practice development and thought leadership by articulating project learnings and trends into white-papers/ PoVs Customize global tools/offerings for India market and present Mercer’s offerings and POVs in client seminars and...
MarshMcLennan Rocklin, CA, USA Full Time
MarshMcLennan
02/14/2026  
Insurance Associate
Company: Marsh McLennan Agency Description: Insurance Associate     Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture   doesn’t   happen overnight.   It’s   a result of   hard work   by extraordinary people. The industry’s brightest talent   drive   our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a n   Insurance Associate   at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).     A day in   the life .    As...
MarshMcLennan San Francisco, CA, USA Full Time
Flagstar Bank
02/05/2026  
Treasury Management - Sales Associate Sr
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...
Flagstar Bank Beverly Hills, CA, USA Full Time
HUB International
01/15/2026  
Senior Investment Associate
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,...
HUB International Pasadena, CA, USA Full Time
Travelers
12/03/2025  
Workers' Compensation Associate Counsel
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...
Travelers Diamond Bar, CA, USA Full Time
Shepherd
10/17/2025  
Insurance Advisor
PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As an Insurance Advisor within the Shepherd family, you will be responsible for the sale of the Agency’s products in a specified region or major geographical area. Through developing and maintaining a strong client base, you will provide tailored insurance solutions for clientele. With a high level of interpersonal skills, it is expected that you will demonstrate poise, tact, and diplomacy. As an Insurance Advisor at Shepherd Insurance, you will be a positive team player and coachable individual. RESPONSIBILITIES: · Seek out new clients and develop clientele by prospecting and networking. · Performs sales and service functions for...
Shepherd Azusa, CA, USA
Nationwide
03/11/2026  
Director, Business Delivery - Pet Insurance (REMOTE)
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. Director, Business Delivery – Role Addendum (Pet Operational Excellence) This position can be fully remote for the right candidate. In addition to the core Director, Business Delivery job description, the following role-specific expectations apply for Pet Operational Excellence. Scope & Team Lead a team of 6–10 associates (mix of delivery leaders/analysts) with clear accountability for performance, development, and engagement. Operate as a hands-on delivery leader – able to move...
Nationwide CA, USA Full Time
Nationwide
03/04/2026  
Internal Retirement Specialist- CA
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. We welcome candidates who are bilingual in Spanish and English, as these skills are preferred and highly valued for this role. FINRA Series 6, 63 and 65 licenses, Life and Health license are required for this position. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. (Internal Use Only) Compensation Band: E.SD60 #LI-YA1 #LI-REMOTE Job Description Summary At the heart of our work with...
Nationwide CA, USA Full Time
CorVel
03/04/2026  
Professional Review Nurse
The Professional Review Nurse provides analysis of medical services to determine appropriateness of charges on multiple types of medical bills and review of medical reports to determine appropriateness of medical care.   This is a remote position in CA. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Identify the necessity of the review process and communicate any specific issues of concern to the claims examiner/client and/or direct reporting manager   Collect supporting data and analyze information to make decisions regarding appropriateness of billing, delivery of care and treatment plans Utilize clinical and/or technical expertise to address the provision of medical care and identify inappropriate billing practices and errors, such as: duplicate billing, unbundling of charges, services not rendered, mathematical and data entry errors, undocumented services, reusable instrumentation, unused services and supplies, unrelated and/or separated charges, quantity and time...
CorVel Folsom, CA, USA Full Time
HUB International
03/04/2026  
Office Administrator
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: The Office Administrator maintains office operations and procedures; coordinates office activities and provides clerical and administrative support to management and staff. DUTIES & RESPONSIBILITIES: Provides administrative support for all departments such as, printing, filing, photocopying, data entry, scanning, binding and collating, downloading company reports, mail...
HUB International Napa, CA, USA Full Time
Acrisure
03/01/2026  
Account Manager - EB, Mid/Large-3
Job Description Job Description   Job Title:   Account Manager   Department:   Employee Benefits   Location:   West Division     About Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   the extraordinary advantage   at   their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that   operates   a global insurance broker. Acrisure   provides   a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and...
Acrisure Roseville, CA, USA Full Time
Acrisure
03/01/2026  
Account Manager - EB, Mid/Large-3
Job Description Job Description   Job Title:   Account Manager   Department:   Employee Benefits   Location:   West Division     About Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   the extraordinary advantage   at   their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that   operates   a global insurance broker. Acrisure   provides   a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and...
Acrisure Roseville, CA, USA Full Time
HUB International
02/28/2026  
Assistant Account Manager, 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. Job Summary The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production...
HUB International Visalia, CA, USA Full Time
Brown & Brown
02/28/2026  
Claims Adjuster P&C - Remote
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Claims Adjuster P&C - Remote Lancer Claims Services specialize in the handling of liability insurance claims with an emphasis on errors and omissions claims. With over 35 years of experience providing innovative claim management solutions, our clients can expect personalized service and exceptional results from a team of dedicated professionals. The main duty of the Claims Adjuster is to adjust difficult losses for the program to which they are assigned. ESSENTIAL DUTIES & FUNCTIONS:   include the following.  The Claims Adjuster is involved in complicated programs that generate high awareness among the client, the underwriting carrier, the sponsoring company, and CalSurance Associates.  The Claims Adjuster will often be called upon to make presentations to these groups. Research applicable coverage for our insureds....
Brown & Brown Orange, CA, USA Full Time
HUB International
02/27/2026  
Sr. Risk Consultant
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 one of the largest 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 more than 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Senior Risk Consultant General...
HUB International Newport Beach, CA, USA Full Time
Acrisure
02/22/2026  
Account Manager - CL
Job Description Job Description   Job Title:   Account Manager     Department:   Commercial Lines   Location:   West Division     About Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   extraordinary advantages   at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits...
Acrisure Fresno, CA, USA Full Time
Acrisure
02/22/2026  
Account Manager
Job Description Job Description   Job Title:   Account Manager     Department:   Commercial Lines   Location:   West Division     About Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   extraordinary advantages   at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits...
Acrisure San Diego, CA, USA Full Time
Acrisure
02/22/2026  
Account Manager
Job Description Job Description   Job Title:   Account Manager     Department:   Commercial Lines   Location:   West Division     About Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   extraordinary advantages   at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that   operates   a global insurance broker. Acrisure   provides   a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and...
Acrisure Costa Mesa, CA, USA Full Time
HUB International
02/22/2026  
Senior Vice President, Personal Lines Operations
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. WHO WE ARE Breaking Boundaries for 25 years—and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, 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...
HUB International Los Angeles, CA, USA Full Time

 

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