133 client advisor jobs found

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 has 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 high-performing...

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 has 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 high-performing...

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 Client Advisor to join our growing team. A Commercial Lines Client Advisor is a performance driven individual that delivers insurance and advisory strategies to medium size companies and large fortune 500 companies that...

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 Transportation Client Advisor to join our growing team. A Commercial Transportation Client Advisor is a performance driven individual that delivers insurance and advisory strategies to medium size companies and large fortune 500...

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 has 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 high-performing...

Salary range is: $62,623.97 - $80,000.00 This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. (CCC) is a leading cloud platform for the multi-trillion-dollar insurance economy , creating intelligent experiences for insurers, repairers, automakers, part suppliers, and more. At CCC, we’re making life just work by empowering more than 35,000 businesses with industry-leading technology to get drivers back on the road and to health quickly and seamlessly. We’re pushing boundaries with innovative AI solutions that simplify and enhance the claims and repair journey. Through purposeful innovation and the strength of its connections, CCC technologies empower the people and industry relied upon to keep lives moving forward when it matters most. Learn more about CCC at www.cccis.com .   The Role We are seeking a motivated and knowledgeable Client Solutions Advisor to drive customer success and product adoption within repair facilities 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 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 an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of...

As a Client Advisor (Inside Sales Rep) at ARC, you’ll step into a high‑impact inside sales role where you guide individuals through some of the most meaningful insurance decisions of their lives. You’ll be the trusted voice clients rely on as you drive sales, deliver exceptional service, and ensure a seamless experience across our Medicare and Individual lines of business. This is a fast‑moving, conversation‑driven environment where your ability to connect, educate, and recommend the right solutions fuels both client confidence and your own success. Beyond day‑to‑day sales and service, you’ll play a key role in strengthening retention, growing your book of business, and supporting broader initiatives that keep ARC innovative and competitive. You’ll collaborate with top carriers and vendor partners, stay ahead of product and market changes, and contribute to project‑based efforts that elevate the overall client journey. If you’re energized by helping people, thrive in a...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a people leader role and will manage a team of four. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. The hired associate must reside within 35 miles of the following location: Columbus: One Nationwide Plaza, Columbus OH, 43215 Work schedule: 3 days in office, 2 days remote. #LI-SS1 Job Description Summary The Nationwide Insurance investment organizations manage insurance company general account assets as well as non-general account assets. The Client Advisory Services – Business...

Description Summary: The Private Bank Service Specialist III, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties and Responsibilities: Assists with or leads special projects, as requested by manager...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team 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. #LI-AS1 #LI-remote Job Description Summary We are a versatile group of individuals, working together to meet the needs of our customers. We value knowledge, analytical aptitude, and collaboration. If you thrive in a busy, engaging work environment, we want to know more about you! As a Consultant, Business Insights, you’ll extract data to obtain knowledge and insights, manipulate internal and external data through R/SAS/SQL/Python, perform diagnostic...

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. This position can be staffed remotely for potential applicants with critical industry skills and relevant experience. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.  #LI-LP1 #LI-REMOTE Job Description Summary Our underwriters work hard to provide the exceptional customer experience for which Nationwide is known. Actively engaging with our firms and financial professionals to get to know their clients...

Description Summary: The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance. As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment. Duties & Responsibilities: Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions. Analyze client financial needs and recommend appropriate products via phone and web-based delivery. Deliver an engaging client experience to effectively take care of our client's financial and service needs. Is proactive with consistent partner communication. Works closely to coach and...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This Financial Business Advisor role supports Performance Management and Analysis across Retirement Solutions and the Investment Management Group within Nationwide Financial. The Advisor will partner across businesses including Retirement Plan Services, Investment Management, Pension Risk Transfer (PRT), and Securities-Backed Lending (SBL), providing broad exposure to strategically important growth and in-force blocks of business. As a part of a lean, high-impact Finance team, you will own critical elements of day-to-day financial planning and analysis (FP&A) and have a direct line of sight to how...

MarshBerry is growing! We are seeking an Executive Assistant to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.   Job Details Position Summary: MarshBerry is currently seeking an Executive Assistant for our Investment Banking & Consulting team in Beachwood, OH. The Executive Assistant will provide professional support and value-added services to MarshBerry executives and team members.  Responsibilities include managing and maintaining calendars,...

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. FINRA SIE and Series 6 licenses are required within 120 days of hire. This is a hybrid position located in Columbus Ohio and you will be required to come into the office two days per week.  It is however our intention to fill this role in Columbus, Ohio. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered. We intend to fill 2 positions - one reports to Justin Billings and the other to Elizabeth...

As a team member in Internal Audit at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will be on Internal Audit’s Corporate Services (CS) team. As a part of this team, you will have the opportunity to focus on audits pertaining to a variety of Nationwide’s corporate functions, including Investments, Finance/Controllership, Marketing, Legal & Compliance, Aviation, Human Resources, Corporate Citizenship, Nationwide Pet and much more. Performing both assurance and advisory engagements, you will focus on the Nationwide’s corporate operations, governance, and related information technology platforms. Whether you’re an experienced auditor or have built a career in a...

Description Summary: The Private Bank Service Specialist III, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties and Responsibilities: Assists with or leads special projects, as requested by manager...

Description Summary: Responsible for shaping and executing strategies to maintain and enhance the value of our portfolio, including managing a portfolio of highly valued accounts, aimed at ensuring their sustained engagement and profitability.  Additionally responsible for fostering client loyalty and growth through excellent operational support, service delivery, and product consultation ensuring client needs are met or exceeded. Duties and Responsibilities: Be the day-to-day contact for mid-market to large enterprise clients with the goal of increasing their satisfaction, loyalty, revenue, and profitability.  Engage regularly with assigned clients and become a trusted advisor to their business.  Address client issues promptly, working collaboratively with internal and external teams to resolve any escalations. Ensure a strong understanding of your clients’ needs and products we offer, in order to...

Description Huntington is accelerating a client‑centric digital transformation across the Commercial Bank. Digital is a core enabler of our growth strategy, powering modern, intuitive, and data‑driven experiences for our clients and colleagues. The Digital, & AI Transformation Director is a high‑impact leadership role within the Commercial Digital organization and a key architect of our digital and AI strategy. This leader will drive innovation, shape the strategic roadmap for digital, data, and AI integration, and champion a client‑centric transformation across the Commercial Bank. The successful candidate will: Set and execute a bold vision for integrating AI, data science, and automation across all Commercial Banking client and colleague experiences. Lead cross‑functional workstreams across product, technology, marketing, and operations to deliver measurable business outcomes. Serve as a strategic...