31 client advisor jobs found

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 22 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...

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our partners. The Key Account Manager is responsible for strategizing personalized approaches to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. Critical functions within this role include onboarding new partners efficiently while complying with all contractual agreements, cultivating strong relationships to drive new business growth, training best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership, Business Development, and Operations to appropriately steer performance. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by...

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...

The Account Manager will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service. The role will require working directly with other members of our Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly Participating in the retention of renewal business. Interacting with...

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...

What You’ll Do Build and grow a profitable Employee Benefits book of business through consultative, relationship-based selling Develop trusted advisor relationships with business owners, HR leaders, and executive decision-makers Prospect strategically through networking, referrals, centers of influence, and targeted outreach Deliver customized benefit strategies across medical, dental, vision, life, disability, and ancillary lines Lead client conversations around plan design, cost containment, compliance, and employee engagement Collaborate closely with internal service, analytics, and consulting teams to deliver a high-touch client experience Represent R&R in the marketplace as a knowledgeable, credible Employee Benefits expert What Sets You Apart Experience selling Employee Benefits in an agency, brokerage, or consulting environment Strong sales instincts paired with a consultative, relationship-first approach Ability to communicate complex...

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   nearly $ 5B 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   Job Summary:   The Sr. Employee Benefits Account Executive   is responsible for   retaining   and expanding client relationships, improving   the client   experience by   demonstrating   expertise   as a professional insurance advisor, and   facilitating   the sales cycle of...

Summary The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. The position involves account support for Property & Casualty accounts and might also include support for Specialty business. This role requires a licensed individual, with industry designations preferred (CISR, CIC, or similar).   Why Jewelers Mutual Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most...

A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...

We are seeking an experienced and passionate employee benefits professional to drive successful outcomes for clients and their programs. As an Employee Benefits Client Consultant, you’ll play a critical role in building strong client relationships, providing high-quality analysis, and delivering strategic recommendations that ensure positive outcomes for our clients. With your expertise, you’ll serve as a trusted advisor to clients across various industries, sizes, and geographies. Essential Functions: • Build Client Relationships: Establish yourself as the primary advisor for benefits-related issues. Assist clients by developing and executing tailored benefit program strategies to retain and attract employees. Support HR leaders in navigating legal compliance requirements (e.g., HIPAA, FMLA, COBRA) and other functions. • Team Collaboration: Work within a cross-functional team to address client needs in analytics, compliance, communications, technology, marketing, and...

Sales Leader – New Business & Producer Development Location: Madison, WI Reports To: VP Risk Management About the Role Cottingham & Butler is seeking a senior, client‑facing Sales Leader to play a pivotal role in driving new business growth and elevating producer performance in our Madison office. This is not a traditional producer role. Instead, you will operate as a strategic deal leader and coach, partnering with producers on complex opportunities, shaping sales strategy, and helping win high‑value accounts. At the same time, you will actively develop emerging producers, accelerating their growth and improving overall team performance. If you thrive in high‑stakes sales environments, enjoy influencing outcomes without sole ownership of a book, and want to have a measurable impact on both revenue and people development, this role offers a unique opportunity. What You’ll Do 1.      Drive New Business Wins Partner with producers on qualified...

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 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...

Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives in our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. What You'll Do: Learn the business and become a trusted advisor to company leaders. Identify, qualify, and close prospects. Manage and retain your book of business and actively work towards its growth...

Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives in our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. What You'll Do: Learn the business and become a trusted advisor to company leaders. Identify, qualify, and close prospects. Manage and retain your book of business and actively work towards its...

This position requires a 10–12-week training session in Dubuque, IA initially. Housing would be supplied if needed.  Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives at our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. Cottingham & Butler Transportation Group provides first-class insurance solutions to...

Cottingham & Butler is on the lookout for enthusiastic Account Managers to join our team in Dubuque, IA. No experience? No problem! We will provide all the training you need to succeed in the world of Property & Casualty insurance and work with some of the best in the industry. This might just be the perfect opportunity for you! What You’ll Do: Service Plans:  Create, implement, and manage client-specific service plans, including claim reviews and marketing plans. Mid-Year Reviews:  Prepare materials for client reviews, analyze losses, explore market options, and recommend services. Client Relationships:  Become a trusted advisor for our clients, providing high-quality service and prompt responses to their questions. Retention & Sales:  Take charge of retaining clients and expanding their accounts with additional products. Analyze Data:  Make sure our clients have the right coverages by verifying policies, endorsements, audits, and dividends....

Sign-On Bonus Opportunity of up to $1,000* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $15 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway,...

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $15 - $17 / hour Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $15 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and...