152 client advisor jobs found

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh. This role will be based in New York, NY or Houston, TX . This is a hybrid role that has a requirement of working at least three days a week in the office. This position will entail identifying client needs and delivering innovative insurance solutions by managing policies, supporting RFPs, collaborating with markets for optimal placements, developing renewal strategies, and maintaining client and underwriter relationships. We will count on you to: Identify client needs and develop innovative insurance and risk management solutions, including new product development. Manage policy administration, deliver reviewed policies to clients, and address client inquiries to ensure satisfaction. Provide technical expertise in preparing and presenting Requests for Proposals (RFPs) and support senior advisory colleagues in business development. Collaborate with Energy Property...

Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and have grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...

Company: Description: Client Advi sor , Business Insurance   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. 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 make your mark as a Commercial Lines Client Advisor with the Business Insurance team here 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 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 McLennan (NYSE: MMC) .     A day...

Company: Marsh Description: Marsh USA LLC is seeking candidates for the following full-time position based in the New York, NY office (A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.)                                  :                                                 Senior Client Advisor, Cyber Practice We will count on you to: Build and maintain strong relationships with underwriters while playing an active role in placing sophisticated cyber insurance programs. Identify opportunities for new products and create innovative solutions for clients. Provide expert broking and strategic solutions to help manage cyber risk. Develop a deep understanding of clients' business priorities, risk strategies, and management needs to offer tailored advice to complex clients. Serve as the primary point of contact for day-to-day client service needs and maintain client relationships. Manage...

Company: Marsh Description: We are seeking talented individuals to join our Commercial Client Advisor team at Marsh. This role is ideal for someone with a strong background in commercial insurance—whether in a Client Advisor, Broker, Commercial Underwriting, or Claims role—who is looking to take the next step in their career within a well-established, market-leading multinational insurance broker. The position will primarily focus on servicing SME-type businesses, providing an excellent opportunity to develop expertise in this dynamic segment. At the same time, candidates will have the chance to work with larger corporate and global clients, gaining valuable exposure to complex, multinational insurance programs. The role offers broad exposure across all lines of insurance, including Property, Liability, Motor and Marine, servicing clients across a wide range of industry sectors. This diversity ensures a varied and enriching work experience. Marsh has over 1,000...

Company: Marsh Description: Marsh is seeking candidates for our open Client Advisor position based in our Boston or NYC office in our FINPRO practice, support Private Equity clients. This is a hybrid role that will be in the office 3x per week. What can you expect: Becoming a member of Marsh's best in class FINPRO team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients. Helps identify the need for new products and develops innovative solutions for clients. Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary. Delivers technical expertise in the delivery and presentation of RFP’s What's in it for you? Gain exposure to key stakeholders and...

Company: Marsh McLennan Agency Description: 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. 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 make your mark as a Private Client Advisor 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 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 McLennan (NYSE: MMC).     A day in the life.    As our Private Client Advisor on the Client Advisory...

Company: Marsh Description: We are seeking a talented individual to join our Advisory team at Marsh. This role will be based in New York. This is a hybrid role that has a requirement of working at least three days a week in the office. As Senior Advisor , you will independently oversee large and complex client accounts and bring together cross-functional teams to design and execute go-to-market and risk strategies. You will serve as a senior advisor to clients, leveraging deep risk and industry expertise to develop tailored solutions that address complex exposures and evolving risk profiles. You will also provide leadership within the Advisory team, mentoring colleagues, elevating client deliverables, and contributing as a thought leader on market trends and best practices. We will count on you to: Independently oversee and manage large or complex client accounts, coordinating the broader client team to establish procedures, strategies and go-to-market...

Position Title SBL Collateral Monitoring Lead Location New York, NY 10018 Job Summary The SBL Collateral Monitoring Lead is responsible for supporting both the build-out and ongoing operations of the Bank’s collateral monitoring function. This role has a dual mandate: 1. Implementation & Design (early stage): Participate in the integration, testing, and rollout of the collateral monitoring system, processes, and procedures as part of the bank’s new SBL platform. 2. Daily Collateral Operations (ongoing): Ensure accurate, timely, and risk-aligned monitoring of pledged collateral for SBL facilities, while delivering exceptional service to internal partners and maintaining the highest standards of control, data accuracy, and responsiveness. The ideal candidate is detail-oriented, analytical, organized, and comfortable operating in a build-from-scratch environment. They will be a partner to Credit Risk, Legal, Operations, Technology, Private Client Advisors/PCGs, and...

Job Description 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 a range of 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. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Commercial Lines Account Executive join our growing team in the East Division. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will...

Description Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual. 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 our capabilities and our toolkit in...

Position Title Senior Credit Products Specialist (Middle Market) Location New York, NY 10018 Job Summary The Senior Credit Products Specialist, Middle Market Banking, is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management. Pay Ranges: $141,299 -$152,561 -$168,468 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval...

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 Account Executive to join our growing team in Rochester, NY! The Commercial Lines Account Executive is responsible for independently providing work client deliverables to each client, to become a trusted advisor to the client, and support of the Sales team. How You Will Contribute: Responsible for working closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients. Work with AA to trouble shoot problems /issues with carriers/clients to resolve issue. Meet regularly with Account Assistants to review account service needs, identify and resolve any problems that arise. Follow-up to address customer needs and resolve any problems or issues. Participate in client relationship - communicate with clients...

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...

Company: Mercer Description: Join Our Team at Mercer! Are you an experienced professional looking to be part of an innovative company with great leaders and a chance to make a real impact? Mercer is growing, and now is a fantastic time to join our Health and Benefits Consulting team! At Mercer, we improve the lives of more than 110 million people every day by advancing their health, wealth, and careers. We are committed to creating exciting and rewarding futures for our clients and their employees. This role is based in any of our Northeast locations—including Boston, New York, New Jersey, Connecticut, and Pennsylvania—and offers a hybrid work model (minimum three days per week in the office). As a   Senior Health & Benefits Consultant , you will: Lead complex client engagements, managing the scope, quality, timeliness, and budget of multiple deliverables across medical, pharmacy, dental, vision, life, and disability benefits plans. Guide teams in...

Company: Marsh Description: Marsh USA LLC is seeking candidates for the following full-time position based in the New York, NY office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):                                                   Energy and Power Senior Insurance Specialist We will count on you to: Responsible for driving the growth, profitability, and overall satisfaction of an insurance portfolio comprising complex, high-priority accounts within the energy and power sectors. Support both US-based and international clients investing in the US, acting as a trusted insurance advisor by aligning clients’ strategic objectives with Marsh’s products. Develop and deepen client relationships through proactive engagement, ensuring exceptional service delivery, addressing escalated issues, and fostering long-term partnerships. Identify new business opportunities by leveraging market insights,...

Company: Marsh Description: We are seeking a talented individual to join our Client Management Operations team at Marsh. This role will be based in New York City. This is a hybrid role that has a requirement of working at least three days a week in the office. The Global Program Manager for Client Management Operations will play a critical role in implementing and executing significant transformation programs. Reporting directly to the Global Head of Client Management Operations, you will shape and deliver large-scale, complex programs aligned with the global strategic transformation and change agenda, serving as a trusted advisor to leadership and driving Operational Excellence (OpEx) priorities. We will count on you to: Develop methods for implementing long-term project goals and objectives for highly complex and regional projects, prioritizing and driving transformation needs to deliver desired customer, colleague, operational, and financial outcomes. Manage all...

Position Title Wealth Management - Flagstar Advisors Risk & Controls Associate Location New York, NY 10018 Job Summary The Wealth Management – Flagstar Advisors Risk & Controls Associate will help to design, build, transform and implement a risk management framework and lead the ongoing identification, assessment, and measurement of the business line’s material risks and key controls. The Wealth Management – Flagstar Advisors Risk and Controls Lead in this 1st Line of Defense (1st LOD) role will bring knowledge of and experience in regulatory requirements and risk experience in Wealth Management. The role will partner with the Private Bank & Wealth Management business as it develops a Chief Investment Office, Family Advisory & Trust, and Insurance practice. • Flagstar Advisors is a licensed broker-dealer and a member of the Financial Industry Regulatory Authority, Inc. (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). Flagstar...

The Head of Wealth Management Marketing will own the strategic direction, execution, and ongoing evolution of marketing for the Wealth Management division. This person will report to the Head of Financial Protection and Retirement Services (FPRS) and Client Solutions and Wealth Management (CSWM) Marketing, and will shape the long‑term marketing vision, drive growth across established and emerging distribution channels, and oversee a high‑performing team responsible for delivering compelling, data‑driven marketing programs. This role requires a visionary marketer with deep experience in wealth management, including successfully building or scaling a Registered Investment Advisor (RIA) platform; experience in creating a marketing strategy for a new business and experience in building a strategy and execution of sales campaigns. The ideal candidate excels in fast‑paced, dynamic environments, is a strong communicator, and has a proven ability to influence senior levels across the...

The Family Office Advisor will serve as a dedicated resource for high-net-worth clients, providing comprehensive and personalized insurance and risk management solutions. This role involves understanding complex family dynamics and financial structures to deliver tailored strategies that protect wealth and assets across generations. Your Impact Develop and maintain strong relationships with high-net-worth individuals and families, acting as their primary point of contact for all insurance-related needs. Conduct thorough needs assessments to identify potential risks and exposures, including property & casualty, life, health, cyber, and specialty coverages. Design and implement customized insurance portfolios that align with clients' unique financial goals, risk tolerance, and estate planning objectives. Collaborate closely with internal RSC Insurance Brokerage teams, as well as external advisors (e.g., wealth managers, attorneys, tax advisors) to ensure integrated and...