20 associate client advisor jobs found

Description   The Company Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty) and is responsible for powering Liberty’s strategy amid profound change in global capital markets. With deep expertise in fixed income, equity, and alternative strategies, LMI invests $120+ billion ( as of 12/31/2025 ) of capital globally, taking a long-term approach across its integrated platform and has a team of over 350 investment, finance, and operations professionals located in Boston, MA, and New York, NY.  LMI has a clear purpose: build enduring businesses side-by-side with our partners, drive economic growth, and generate superior risk-adjusted returns that power Liberty’s strategy and secure its promises. We offer the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single...

Job Type: Permanent Build a brilliant future with Hiscox   Head of Platform: Traded Location: Boston, MA | Hybrid: 3 days/week in office The Role: This is a senior leadership role responsible for owning engineering quality, delivery, and platform evolution across Hiscox US’s traded policy portfolio. Reporting to the US Chief Technology Officer, this individual will lead the modernization of the traded application ecosystem and build a high-performing engineering organization that supports underwriters, data professionals, and operations teams. Based in Boston, this role is critical to enabling scalable, efficient, and digitally enabled growth across the traded book. Key Responsibility Areas: Platform Strategy & Modernization: • Define and execute a multi-year strategy to modernize the traded application suite, reducing technical debt and increasing platform agility. • Drive the evolution toward cloud-native, API-first, and event-driven...

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 Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all....

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Why Join Us: At Salem Five Insurance, you will be part of a team that delivers more than just coverage, we provide peace of mind to the clients we serve. With experienced professionals across six Massachusetts offices and access to a broad network of trusted carrier partners, we work together to create tailored insurance solutions that reflect each client’s unique goals and values. Whether supporting families, businesses, or individuals with complex needs, you will play a key role in delivering clarity, care, and professionalism every step of the way. This position can be based in our Woburn, Danvers, Gloucester, Plymouth or Norwood office.  ESSENTIAL DUTIES AND RESPONSIBILITIES: Advanced Customer Account...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.   Our team members and leaders are expected to foster connection and teamwork by being present in either the Wellesley MA, Hartford CT, or Portland Me office at least 2 days per week....

Description About the Team The Corporate Strategy & Research (CS&R) group is an award-winning ~40-person enterprise strategy and internal strategy consulting team within Liberty Mutual Insurance, a Fortune 100 company with 40,000 employees operating in 28 countries and economies worldwide. The group serves as trusted strategic advisers to the CEO and Executive Leadership Team and drives transformational change by taking an enterprise-wide, customer-centric perspective.   Established in 1972, CS&R has an outstanding track record of developing future leaders and serving as a top talent feeder to the organization by creating an environment that fosters intellectual curiosity, professional development, and personal fulfillment. Alumni of the group include our current Chairman & CEO, Chief Insights & Solutions Officer, EVP & General Manager of Sales and Service, SVP & Head of BU Strategy, VP & Managing Director of Corporate...

Description This role will be based in our Boston, MA headquarters office working a hybrid schedule.   Advance Your Career at Liberty Mutual Insurance - A Fortune 100 Company   About the Team The Corporate Strategy & Research (CS&R) group is an award-winning ~40-person enterprise strategy and internal strategy consulting team within Liberty Mutual Insurance, a Fortune 100 company with 45,000 employees in 900 offices worldwide. The group serves as trusted strategic advisers to the CEO and Executive Leadership Team and drives transformational change by taking an enterprise-wide, customer-centric perspective. Established in 1972, CS&R has an outstanding track record of developing future leaders and serving as a top talent feeder to the organization by creating an environment that fosters intellectual curiosity, professional development, and personal fulfillment. Alumni of the group include our current President & CEO, Chief...

Grow With Us!  At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Commercial Lines Account Manager to join our team. This position will report to our agency located in Southborough, MA. Can also sit in our Northampton or E Longmeadow, MA locations. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a hybrid position, working 3 days in-office.  Responsibilities: Be main conduit of communication to insured and handle day-to-day correspondence with client (email, phone) for commercial accounts  Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured   Act as the relationship builder with the account   Communicate with carriers and insured...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.   Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. Location: Wellesley Hills, MA, with...

Description The Company    Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.   Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding...

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. Position Summary: The Associate Advisor will work to gain knowledge of commercial lines insurance to successfully gain technical and sales knowledge. As an Associate Advisor you will begin with an in-depth training program and will have exposure to existing clients...

Grow With Us!  At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Consultant to join our team. This position can report to our agency located in Farmington, CT, Southborough, MA, Canton, MA or Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: ​ Develop and execute client benefit strategies; advise clients on all areas of compliance. Assist in preparing requests for proposals and renewals of benefit coverage. Provide client utilization and monthly financial reporting to clients with analysis of activity and large claim detail. Partner with Producers to lead client meetings and presentations, and onboard new clients. Delegate tasks,...

Description The Company    Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.   Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what...

Description About Capstone Partners: Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.   Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. The opportunity: The Director,...

Description About Capstone Partners: Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...

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 Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional...

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 Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional...

Description About the Team   The Corporate Strategy & Research (CS&R) group is an award-winning 35-person enterprise strategy and internal strategy consulting team within Liberty Mutual Insurance, a Fortune 100 company with 40,000 employees operating in 28 countries and economies worldwide. The group serves as trusted strategic advisers to the CEO and Executive Leadership Team and drives transformational change by taking an enterprise-wide, customer-centric perspective.   Established in 1972, CS&R has an outstanding track record of developing future leaders and serving as a top talent feeder to the organization by creating an environment that fosters intellectual curiosity, professional development, and personal fulfillment. Alumni of the group include our current Chairman & CEO, Chief Insights & Solutions Officer, EVP & General Manager of Sales and Service, SVP & Head of BU Strategy, VP & Managing Director of Corporate...