11 associate client advisor jobs found

Description Actively works with under-performing and distressed companies in a range of strategic areas, including special situations investment banking; turnarounds; performance improvement; restructuring; and interim management. Candidates must have a willingness to take on challenging projects and work with clients and colleagues on a broad set of projects. Vice Presidents in the Financial Advisory Services group support new business development and client engagements, including managing the execution of the processes. Duties and Responsibilities: Prepare, analyze, and explain historical and projected financial information, including 13-week cash flow projections Coordinate and perform detailed business due diligence Execute engagements and manage day-today processes and maintain strict deadlines Organize and prepare forecasts, financial statements, management presentations and other deliverables...

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 insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI. Job Summary: Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations. Responsibilities: Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   This is a hybrid position reporting to our Detroit office 2 days a week. Associate Attorney – AAA/The Auto Club Group Reports to: Supervising Practice Leader Under moderate supervision, handle litigation and cases of intermediate-level exposure and complexity in which the insured or the Company is a defendant.  Able to transition from courts of limited exposure to courts of unlimited exposure.  Develops and applies skills to control all aspects of litigation, including trial preparation, discovery, negotiation, presentation and appeals from District to Circuit Court.  Primary Duties and Responsibilities (details of the basic job functions): Reviews and analyzes files, insurance policies, all allegations and pertinent medical and technical...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Producer in Training to join our growing team in Troy, Michigan. The Producer in Training will increase volume of sales through prospect and new client development; and client retention by managing relationships and collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities. How You Will Contribute Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects. Establish, cultivate, and manage customer relations with clients, as well as professional relationships with carrier partners and internal resources throughout the organization. Conduct risk management surveys, determine insurance coverage needs, develop stewardship reporting and advise...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Built on an entrepreneurial spirit, Acrisure prioritizes leadership, accountability, and collaboration, equipping teams to perform at the highest levels. Job Summary Acrisure is seeking a Senior Account Manager to join our growing team. The Senior Account Manager serves as a strategic, experienced client service leader and is the primary point of contact for complex, construction accounts. This role is accountable for overseeing service delivery, mentoring...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   This is a hybrid position reporting to our Detroit office 2 days a week. Senior Trial Attorney – AAA/The Auto Club Group Reports to: Supervising Practice Leader Responsible for litigation of Circuit and Federal cases of unlimited exposure where there is a multiplicity of complicated legal and factual issues involving the more serious injuries, excess damages, and high exposure litigation of identified legal issues which the Company may pursue through the appeal process.  Primary Duties and Responsibilities: Case Management and Preparation: Analyzes, files, reviews all allegations, and renders legal opinions to Claims personnel regarding evaluation and disposition of injury cases. Prepares responses to civil complaints, files and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking a Senior Risk Specialist to join our growing team in Troy, MI! The Senior Risk Specialist is responsible for supporting the agency’s marketing initiatives by building and maintaining strong relationships with insurance carriers. This role includes managing the binding of coverage, collaborating closely with underwriting teams, and ensuring the seamless transition from submission to binding. The ideal candidate will work with producers, account managers, and underwriting staff to ensure timely and efficient handling of client submissions, while adhering to agency processes, policies, and Quality Control Guidelines. How You Will Contribute Establish, maintain, and cultivate strong relationships with carrier partners to provide a benefit to the profit center, as it relates to optimizing coverage...

Description Summary:   The Commercial Portfolio Manager Portfolio Manager II – CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties & Responsibilities: Manages a portfolio of commercial customers in partnership with the relationship manager. Will have highly visible role in managing the customer relationship along with the relationship manager assigned to the account. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue. Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks.  Will be responsible for risk rating new credits and ongoing updating of risk...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   This is a hybrid position reporting to our Grand Rapids office 2 days a week. Associate Attorney – AAA/The Auto Club Group Reports to: Supervising Practice Leader Under moderate supervision, handle litigation and cases of intermediate-level exposure and complexity in which the insured or the Company is a defendant.  Able to transition from courts of limited exposure to courts of unlimited exposure.  Develops and applies skills to control all aspects of litigation, including trial preparation, discovery, negotiation, presentation and appeals from District to Circuit Court.  Primary Duties and Responsibilities (details of the basic job functions): Reviews and analyzes files, insurance policies, all allegations and pertinent medical and...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Built on an entrepreneurial spirit, Acrisure prioritizes leadership, accountability, and collaboration, equipping teams to perform at the highest levels. Job Summary Acrisure is seeking a Senior Account Manager to join our growing team. The Senior Account Manager serves as a strategic, experienced client service leader and is the primary point of contact for complex accounts. This role is accountable for overseeing service delivery, mentoring team members,...