12 associate client advisor jobs found

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 Employee Benefits Account Manager within the Shepherd family, you will provide assistance to advisors in handling and processing of new and renewal employee benefits lines, business in accordance with Agency procedures, policies, and guidelines; to provide customer service to clients as assigned and requested. With a positive attitude, you will provide a high level of support in obtaining, maintaining, expanding, and servicing employee benefits accounts. RESPONSIBILITIES:  · Provide positive, prompt, accurate, and courteous service to clients.  · Assist in marketing new and renewal business, prepare proposals, presentation packets...

Company: Marsh McLennan Agency Description: Senior Consultant, Employee Health & Benefits Location: Boston (101 Huntington Ave.) or Worcester (100 Front St.), Hybrid – 3 days in office, 2 remote 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. More than 15,000 of 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 thrive as an Associate Consultant 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 over 300 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...

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 a Commercial Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Coordinate with advisor to obtain policy information. Maintain expiration control...

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 a Commercial Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Coordinate with advisor to obtain policy information. Maintain expiration control...

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 a Commercial Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Coordinate with advisor to obtain policy information. Maintain expiration control...

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 on our Employee Benefits team, 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...

Company Purpose: The MJ Companies exists to inspire the success , fulfillment, and wellbeing of each person we serve: our associate and their families, business partners, clients, and the community. This statement drives everything we do, and we are committed to your personal fulfillment and professional success. Core Values Passionate: Shows genuine enthusiasm for their work and MJ’s mission  Goes above and beyond to meet or exceed goals.  Demonstrates a strong commitment to personal and team success.  Actively seeks opportunities to contribute and improve processes.  Inspiring: Leads by example, motivating others to reach their potential.  Provides positive feedback and encouragement to team members.  Shares knowledge and experiences to help the team grow.  Demonstrates integrity and builds trust through actions and words.  Curious: Asks thoughtful questions and seeks to understand different perspectives.  Continuously...

Advisory Service Associate Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, retirement, investment and wealth management products and services. With over 17,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. What...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! Job Summary The Individual Life Operations Processor works in a team environment and is responsible for managing various financial requests across multiple platforms, including loans, withdrawals, surrenders, transfer of value, payments research, automated bank drafts and other financial-related functions. This individual will develop expertise with core products, as well as proficiency with the team's major workflows. The Individual Ops Processor provides quality customer service to agents, brokers, independent producers, and clients by demonstrating strong...

Company: Marsh McLennan Agency Description: Senior Consultant, Employee Benefits, Private Equity Location: Boston (101 Huntington Ave.) or Worcester (100 Front St.), Hybrid – 3 days in office, 2 remote 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. More than 15,000 of 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 thrive as an Associate Consultant 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 over 300 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,...

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. This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Assist in marketing new and renewal business. Evaluate premiums, prepare...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! Job Summary The Sales Representative I role is an entry level role designed to provide a holistic training experience for individuals to enter the group insurance industry, leading to full sales and/or service responsibility for a territory/geography within a 12-month timeframe. The role will receive mentorship, hands-on learning, and professional development designed to launch a career with confidence and competence related to group insurance products, positioning, sales fundamentals, relationship management, and financial acumen. This role is designed to serve...