29 client development specialist jobs found

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh as a Senior Consultant for our Property Risk Consulting pract ice based out of our offices located in either Pittsburgh, Chicago, or Dallas. This is a hybrid role that requires working at least three days a week in the office. The successful candidate will lead daily operations from a support and administrative level, coordinating complex logistics and task assignments for client relationship projects while ensuring effective communication and problem resolution. We will count on you to: Technically assess property risk from fire, natural hazards, and related perils, providing expert guidance and leadership on complex client accounts. Collaborate with client brokerage teams to drive beneficial outcomes and support business development efforts to grow the practice. Produce technically sound reports, plan review letters, and consultative client guidance that...

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. As an Acrisure Business Development...

DC Partner Firm Specialist - 87SZ6E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Position Summary: Serve as a defined contribution investment only (DCIO) expert, collaborating with retail Advisor Consultants and RIA Sales Consultants, to enhance Hartford Funds’ presence in the DCIO marketplace. Candidate will drive sales and revenue growth by building and managing strategic partnerships with key retirement business development teams at broker dealers and recordkeeping firms. Key Responsibilities: •Develop and execute business plans with internal field resources to service, prospect and meet sales goals within their territory. •Build strong relationships with financial advisors, retirement consultants, and recordkeepers...

Company Description WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at  wtwco.com . Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level....

The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests. You are A consummate professional with excellent verbal and written communication skills Self-motivated and goal-oriented Patient, empathetic, diligent, and able to work independently in a team environment You will Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing. Develop an in‑depth understanding of iCapital platform interfaces and order entry within NetX360 to enable seamless fund launches, recurring client activities, and overall book health. Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first approach. Assist in systems testing and...

Company: Marsh McLennan Agency Description: Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. BRIEF DESCRIPTION The Leave and Disability Claim Audit Director is a senior leadership role responsible for overseeing the audit function within Marsh McLennan Agency East Region’s Absence, Disability and Life Center of Excellence. This role requires a combination of leadership, analytical, and technical expertise to ensure compliance with relevant laws, identify risks, and enhance the efficiency and effectiveness of leave and disability claim management for MMA East clients. ESSENTIAL DUTIES AND...

Company: NERA Description: Since 1961, NERA (https://www.nera.com) has provided unparalleled guidance on the most important market, legal, and regulatory questions of the day. Our work has shaped industries and policy around the world. Our field-leading experts and deep experience allow us to provide rigorous analysis, reliable expert testimony, and data-powered policy recommendations for the world’s leading law firms and corporations as well as regulators and governments. Our experience, integrity, and economic ingenuity mean clients can depend on us in the face of their biggest economic and financial challenges. Overview The Events Coordinator is a key member of NERA’s Events Team within the firm’s Business Development and Marketing function. This role is responsible for supporting the planning and seamless execution of a broad range of events—including internal meetings, client-facing engagements, and virtual, in-house, and offsite events—to support business...

Guardian is seeking a Life Insurance Product Support SME. As the Life Product Support Specialist, you will provide the field force with detailed product, rider, and illustration support, develop training materials, and conduct training for new agents to facilitate their onboarding at Guardian. Other responsibilities include providing comprehensive new business and in-force sales support to the members of the Guardian field force over the phone and via email. This support includes creating sales ideas, providing product and illustration expertise to the field and Home Office, developing sales support materials, preparing competitive data, assisting in training efforts, and supporting corporate marketing initiatives for individual life products. You are A self-starter who is inquisitive, customer focused Continuously looking at ways to broaden your expertise across the organization Effective communicator who has strong verbal and written communication skills...

Company: Marsh McLennan Agency Description: Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. BRIEF DESCRIPTION The Enterprise Benefits Leader will oversee and collaborate with Account Managers and Benefit Specialists within the Enterprise team to design, implement, and refine strategies that drive operational excellence. This role will focus on optimizing processes, enhancing procedures, and strengthening team structure to ensure consistent delivery of high-quality client service. The leader will act as a strategic partner, fostering collaboration, promoting best practices, and aligning team...

Company: Guy Carpenter Description: Guy Carpenter (GC) is seeking an SVP Actuarial Advisor who will serve as a strategic partner to brokers and clients, collaboratively identifying and delivering effective solutions to client challenges. The SVP Actuary will work closely with broking teams to ensure optimal use of analytical resources, address client needs, and enhance the value GC Analytics brings to client relationships. As a senior leader, you will engage directly with clients to discuss risks, concerns, and potential solutions, leveraging your expertise and broad reinsurance market knowledge—even in the absence of a full actuarial data review. By partnering with brokers, you will actively contribute to problem-solving discussions, providing insights that extend beyond traditional actuarial analysis to drive meaningful client outcomes. This is a hybrid role (3 days a week in office, 2 days a week remote). SVP, Actuarial Advisor We will count on you to: Act...

Treloar & Heisel – A Division of EPIC Brokers Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in...

Treloar & Heisel – A Division of EPIC Brokers Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in...

Treloar & Heisel – A Division of EPIC Brokers Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Business Banking Relationship Manager will manage and grow relationships with small-to-medium-sized businesses with up to $10 million in annual revenues, delivering customized financial solutions with total credit exposure of up to $3 million. This position plays a key role in driving business growth by providing expert financial advice...

Company: Mercer Description: We are seeking a talented individual to join our Digital Solutions team at Mercer. This role can be based anywhere in the United States. As part of Mercer, the world’s largest HR consulting firm, our Digital Solutions practice is a certified Workday implementation partner and the digital consulting arm of Mercer. Digital Solutions specializes in business and cloud consulting and is dedicated to transforming our clients' businesses. We leverage expertise in big data, cloud computing, and enterprise services and design to provide our customers with full-lifecycle solutions. Our Workday practice consists of specialists with deep expertise in Human Capital Management, Payroll, Finance, process improvement, historical data conversion, and cloud software integrations. Senior Workday Certified Financials Consultant We will count on you to: In this lead-level role, you will be responsible for overseeing the complete implementation...

As a Wealth Management Agency Operations Specialist, you will support Guardian firms with submitting new business and servicing wealth management accounts. You will Partner with firms and Financial  Advisors to onboard new brokerage and advisory clients Process new account opening, funding, and annuity purchase requests Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts Act as point of contact for agency operational issues You have College Degree or relevant work experience Strong retirement and wealth management knowledge Must be able to work independently and as part of a team Must have background in the financial services industry in a service, operational, or sales support role Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management...

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 Broker Licensing Specialist supports the Brokerage Consultants by managing the administrative, licensing, and application-processing functions necessary to onboard and maintain producers. The individual in this role ensures all required documentation is complete, accurate, and submitted properly; oversees licensing from start to finish; troubleshoots issues that prevent agents from writing business; and processes applications and submissions efficiently. A GLIMPSE INTO YOUR...

Headquartered in the Central Florida city of Lakeland, Summit employs over 700 office and field associates at its main location and regional offices in Baton Rouge, Louisiana, and Gainesville, Georgia. As the people who know workers’ comp, we strive to provide an atmosphere of constant growth and development for our employees.   Summit provides workers’ compensation programs and services to thousands of employers throughout the Southeast.   Summit is a member of Great American Insurance Group, a company that focuses on building relationships and linking people to various career paths. Whether it’s underwriting, claims, accounting, IT, legal, or customer service, Great American Insurance Group combines a small-company entrepreneurial atmosphere with big- company expertise. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where...

Headquartered in the Central Florida city of Lakeland, Summit employs over 700 office and field associates at its main location and regional offices in Baton Rouge, Louisiana, and Gainesville, Georgia. As the people who know workers’ comp, we strive to provide an atmosphere of constant growth and development for our employees.   Summit provides workers’ compensation programs and services to thousands of employers throughout the Southeast.   Summit is a member of Great American Insurance Group, a company that focuses on building relationships and linking people to various career paths. Whether it’s underwriting, claims, accounting, IT, legal, or customer service, Great American Insurance Group combines a small-company entrepreneurial atmosphere with big- company expertise. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where...

Company: Guy Carpenter Description: We are seeking a talented individual to join our team at Guy Carpenter . This role will be based in Philadelphia, PA . This is a hybrid role that has a requirement of working at least three days a week in the office. This role is responsible for accurately inputting wires, ACH payments, and banking details into systems including Open Twins, analyzing ledgers, applying client and market cash receipts, and providing cash details to customers. Additionally, support market cash call collections, generate ad hoc and position reports, manage line code requests, and collaborate with Fiduciary and Team Managers on projects and multi-team issues. We will count on you to: Accurately input wires, ACH payments, and banking details into the system, including Open Twins. Analyze ledgers and assist with applying client and market cash receipts as needed. Provide cash details to customers and support collection of market cash calls....