27 associate client advisor jobs found

Company: Marsh Commercial Description: Marsh Commercial is one of the UK’s leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. Marsh Commercial is member of the wider Marsh Group and with offices in more than 130 countries, Marsh is the world’s leading insurance broker. This is the perfect opportunity for individuals who have completed further or higher education (i.e A-Levels/equivalent or university degree) and are looking for a long term, exciting and rewarding career in insurance. Our Associate Client Advisor Program is backed up by our training provider, BPP who will provide expert insurance training and support alongside an apprenticeship qualification which includes the Cert CII certification and a Level 3 Insurance Practitioner qualification. The role:  Associate Client Advisor / Apprentice Insurance...

Company: Marsh Commercial Description: Marsh Commercial is one of the UK’s leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. Marsh Commercial is member of the wider Marsh Group and with offices in more than 130 countries, Marsh is the world’s leading insurance broker. This is the perfect opportunity for individuals who have completed further or higher education (i.e A-Levels/equivalent or university degree) and are looking for a long term, exciting and rewarding career in insurance. Our Associate Client Advisor Program is backed up by our training provider, BPP who will provide expert insurance training and support alongside an apprenticeship qualification which includes the Cert CII certification and a Level 3 Insurance Practitioner qualification. The role:  Associate Client Advisor / Trainee Insurance Broker...

As a Healthcare Financial/Actuarial Associate Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Expertise. You will lead financial and actuarial engagements for a portfolio of clients and play a strategic role on complex accounts, delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a way that drives client action, improves plan outcomes, and strengthens WTW’s value proposition. This role offers the opportunity to work on innovative projects alongside industry leaders and to influence the future of employer-sponsored health programs.   The Role Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio of clients, or direct FAA resources for large, complex engagements. Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across...

As a Healthcare Financial/Actuarial Associate Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Expertise. You will lead financial and actuarial engagements for a portfolio of clients and play a strategic role on complex accounts, delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a way that drives client action, improves plan outcomes, and strengthens WTW’s value proposition. This role offers the opportunity to work on innovative projects alongside industry leaders and to influence the future of employer-sponsored health programs.   The Role Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio of clients, or direct FAA resources for large, complex engagements. Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across...

As a Healthcare Financial/Actuarial Associate Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Expertise. You will lead financial and actuarial engagements for a portfolio of clients and play a strategic role on complex accounts, delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a way that drives client action, improves plan outcomes, and strengthens WTW’s value proposition. This role offers the opportunity to work on innovative projects alongside industry leaders and to influence the future of employer-sponsored health programs.   The Role Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio of clients, or direct FAA resources for large, complex engagements. Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across...

As a Healthcare Financial/Actuarial Associate Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Expertise. You will lead financial and actuarial engagements for a portfolio of clients and play a strategic role on complex accounts, delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a way that drives client action, improves plan outcomes, and strengthens WTW’s value proposition. This role offers the opportunity to work on innovative projects alongside industry leaders and to influence the future of employer-sponsored health programs.   The Role Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio of clients, or direct FAA resources for large, complex engagements. Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across...

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...

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...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Personal Lines team is currently seeking an EIA Sales Producer to join our growing team .  This is a full time, non-exempt role. This role is a hybrid opportunity. POSITION OVERVIEW: The EIA Sales Producer represents Educators Insurance Agency, a division of Hanover Insurance, in effectively managing its customer and prospect relationships. This individual is responsible for selling insurance products to new customers through both inbound and outbound call campaigns, as well as manage existing client relationships.  IN THIS ROLE, YOU WILL: Use knowledge and selling techniques to build value in the product tailored to the customer Overcome...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Personal Lines team is currently seeking an EIA Sales Producer to join our growing team .  This is a full time, non-exempt role. This role is a hybrid opportunity. POSITION OVERVIEW: The EIA Sales Producer represents Educators Insurance Agency, a division of Hanover Insurance, in effectively managing its customer and prospect relationships. This individual is responsible for selling insurance products to new customers through both inbound and outbound call campaigns, as well as manage existing client relationships.  IN THIS ROLE, YOU WILL: Use knowledge and selling techniques to build value in the product tailored to the customer Overcome...

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...

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: What you will do: The Senior Client Relationship Executive (SCRE) is responsible for the overall relationship and financial management of our most complex clients including, but not limited to: Large clients or blocks of clients with complex benefit plans and administration requirements 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 Commercial Lines Account Manager to join our team. This position will report to our agency located in Southborough, MA. 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: 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 Communicate with carriers and insured to respond to their questions and/or issues Investigate audit discrepancies and explain them to insured and/or producer Understand the insured’s...

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: The AVP, Financial Planning & Analysis (FP&A) – Dental is the senior finance leader responsible for end‑to‑end financial planning, performance management, and decision support for Sun Life’s Dental business. This role partners closely with the Dental executive leadership team, Dental Finance &...

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...

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...

Warning: Fraudulent Job Adverts Beware of fraudulent activities claiming to represent Insurify. We are not associated with any entities soliciting personal information or payment. The safety of our job seekers is a top priority, and we actively work to prevent such incidents. Insurify will never request sensitive information or payment during the hiring process. Be cautious of text-only interviews, interviews conducted through Microsoft Teams, or suspicious offer letters.  Why us?  Insurify is one of America’s fastest-growing MIT FinTech startups and has been recognized as one of Inc. 5,000’s fastest-growing private companies in America in 2025, 2024, 2023, 2022 and 2021, Forbes Fintech 50 List for 2023, 2022, and 2021, Forbes Next Billion Dollar Startups of 2022 global and Top 100 InsurTech company. We’re changing the way millions of people compare, buy and manage insurance with artificial intelligence, technology, and superior product design. Our company vision is to...

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 we do...

The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions. PRIMARY RESPONSIBILITIES: Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients. Identify and generate new sales opportunities through analysis and discovery Participate in sales meetings to review sales activities and prospective customers with leadership Develop a full working knowledge of respecitve insurance line products and procedures. Learns to present proposals in a professional manner,...