9 associate client advisor jobs found

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our small agency partners. The Associate Account Manager is responsible for servicing the small agency business to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. Critical functions within this role include managing existing personal lines agency relationships and book of business and onboarding new partners efficiently while complying with all contractual agreements.  Additionally, this role will cultivate strong relationships to drive new business growth, train best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership and operations to appropriately steer the direction of the product(s)/program(s).  Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the...

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. The Account Manager serves as the primary relationship manager for employer groups after they become Nationwide clients. While the sales team and wholesalers focus on winning new business, the Account Manager focuses on retaining existing clients, managing annual renewals, and ensuring brokers and groups receive excellent ongoing support. Primary responsibility would be working brokers to retain small business medical groups at time of reissue. Success in this role requires the ability to...

Are you a driven, relationship-focused professional looking for an opportunity to make a real impact in the business community? Do you thrive in a fast-paced, consultative sales environment where your expertise and solutions help businesses succeed? At Ansay & Associates , we are an award-winning insurance agency recognized as one of the Nation’s Best and Brightest Places to Work. As we continue to grow, we’re seeking a dynamic Commercial Lines Insurance Advisor to join our team and help businesses navigate risk, protect their assets, and achieve long-term success. What You’ll Do: ✔ Consult & Advise – Act as a trusted advisor to business owners, identifying their unique risks and providing tailored insurance solutions. ✔ Develop New Business – Leverage your network, referrals, and prospecting skills to connect with potential clients and drive growth. ✔ Deliver The Ansay Approach – Utilize our proven, relationship-driven sales process to differentiate...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position will partner with the retirement wholesaling team, along with product, and implementation teams to provide support for pre- and post-sale activities. This position will work closely with external and internal wholesalers to enhance distribution through financial advisors, TPA’s, DCIO’s and other centers of influence. This position will collaborate with...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: We are seeking a highly skilled attorney to join our dynamic legal team.   As Counsel you will develop legal expertise and establish primary responsibility and accountability for identified projects and/or legal work mainly related to the legal needs of TruStage Investment Management, TruStage’s internal SEC-register investment adviser. You will work with an...

Are you a driven, relationship-focused professional looking for an opportunity to make a real impact in the business community? Do you thrive in a fast-paced, consultative sales environment where your expertise and solutions help businesses succeed? At Ansay & Associates , we are an award-winning insurance agency recognized as one of the Nation’s Best and Brightest Places to Work. As we continue to grow, we’re seeking a dynamic Commercial Lines Insurance Advisor to join our team and help businesses navigate risk, protect their assets, and achieve long-term success. What You’ll Do: ✔ Consult & Advise – Act as a trusted advisor to business owners, identifying their unique risks and providing tailored insurance solutions. ✔ Develop New Business – Leverage your network, referrals, and prospecting skills to connect with potential clients and drive growth. ✔ Deliver The Ansay Approach – Utilize our proven, relationship-driven sales process to differentiate...

Essential Duties & Responsibilities Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience Assists department leadership with special projects and business needs in support of agency operations and growth (i.e. training, workflow improvements, communications, meetings/event coordination, documentation of best practices)  Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency   Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements)  Handles VIP client accounts by providing outstanding customer service and tailored experience  Ensures proper documentation handling and detail-oriented workflow. Best practices are upheld and provides...

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 Commercial Lines Producer to join our growing team in Milwaukee, WI The Commercial Lines Producer 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...

At Ansay & Associates , we are a dynamic and growing agency recognized as one of the Nation’s Best and Brightest Places to Work. As we expand our team, we’re seeking a results-driven Employee Benefits Consultant to help businesses design tailored benefit solutions while fostering long-term client relationships. What You’ll Do: ✔ Drive Business Growth – Proactively identify and engage potential clients through networking, referrals, warm and cold outreach, and industry events. ✔ Consultative Sales Approach – Utilize The Ansay Approach , our proven four-step, relationship-driven process, to uncover client needs and deliver innovative, cost-effective benefits solutions. ✔ Build & Maintain Relationships – Establish trust with decision-makers, serving as a strategic advisor on employee benefits programs. ✔ Client Retention & Advocacy – Partner with our service teams to ensure client satisfaction, acting as an advocate with insurance carriers, third-party...