24 commercial account advisor jobs found

We are seeking an experienced and entrepreneurial Vice President – Tax Insurance Broker to join our growing tax insurance practice. This role will focus on advising clients and placing tax liability insurance solutions related to mergers and acquisitions, corporate restructurings, private equity transactions, complex tax positions, and tax credits. The successful candidate will serve as a trusted advisor to private equity firms, corporate clients, law firms, accounting firms, and other transaction stakeholders, helping identify, structure, and transfer tax-related risks through insurance solutions. This position offers significant client-facing responsibility and the opportunity to contribute to business development, market expansion, and strategic growth initiatives. Key Responsibilities Client Advisory & Placement Advise clients on the use of tax insurance as a risk-transfer tool for identified and contingent tax exposures. Analyze tax opinions, transaction...

As an Account Executive at RSC Insurance Brokerage, Inc., you will be responsible for managing a book of business, nurturing client relationships, and identifying growth opportunities. You will serve as a primary point of contact for clients, ensuring their insurance needs are met and providing exceptional service. Your Impact Develop and maintain strong, long-term relationships with assigned clients, acting as their trusted advisor. Manage a portfolio of commercial insurance accounts, including renewals, endorsements, and policy changes. Assess client needs and recommend appropriate insurance products and services. Prepare and present insurance proposals, ensuring accuracy and competitiveness. Collaborate with underwriters and other internal teams to secure optimal coverage for clients. Conduct regular account reviews to ensure client satisfaction and identify potential cross-selling opportunities. Resolve client inquiries and issues promptly and professionally. Stay...

Position Title Treasury Management-Sales Associate Sr Location New York, NY 10018 Job Summary A Senior Treasury Management Sales Associate, plays a key role in contributing to new sales targets, managing client relationships, and achieving assigned growth objectives in conjunction with an assigned Treasury Management Sales & Payments Advisor. This role continues in-depth training that creates a career path for a future Treasury Management Sales Advisor. Applies experience and independently makes decisions regarding the management of commercial client relationships and continues the development of the skills required to create and manage more complex client relationships as part of the overall Banking team at Flagstar. Job Responsibilities: JOB RESPONSIBILITIES Treasury Management Sales & Payments Advisor Partnership:  Collaborates and makes recommendations with the Treasury Management Sales & Payments Advisor on client opportunities to identify...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Company Overview: We are a dynamic, privately-owned Property & Casualty insurance company recognized for our client-centric approach, financial strength, and commitment to innovation. With a strong global presence, we deliver tailored solutions to our clients and pride ourselves on our value-driven culture. Preferred Location: New York Alternate Locations: Atlanta, Boston, Chicago, Dallas, Houston, Philadelphia, Scottsdale   Position Summary:...

Account Manager – United States, Accident & Health (A&H)  Join us as an Account Manager US (A&H) to play a highly influential role in protecting our clients and growing our business. Make your mark in Accident & Health The Account Manager US A&H will report to the Head of Sales and Distribution, North America A&H.  This role is responsible for the development of trusted relationships with key clients and brokers to drive business growth and retention through good stewardship, strategic development, service delivery, and problem solving.  This role will work closely with the Head of Sales and Distribution to optimize existing broker and client relationships in close partnership with underwriting leadership. How you will create an impact: Build and maintain strong, long-lasting relationships with assigned key clients and brokers Develop a trusted advisor relationship and serve as the main point of contact for servicing with assigned key...

The Head of High Net Worth (HNW) Sales bridges sales execution, portfolio construction, and strategic alternatives positioning, ensuring HNW advisors receive consistent guidance, scalable frameworks, and repeatable outcomes across both managed and brokerage platforms.  You will Core Responsibilities (Revenue, Advisor Coverage, and Growth): Business Development & Advisor Engagement Drive new and existing advisor growth through sales presentations, discovery, and solutioning tied to production goals. Managed account proposals: position model/strategy fit, overcome objections, and convert proposals into funded assets. Alternative investments: increase advisor adoption and client allocations through education, case sourcing, and follow-through to close. Structured notes: position as return-seeking and risk-managed solutions, partnering with advisors to source opportunities and execute trades. Lending: originate and grow lending penetration as a core...

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...

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...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Assistant/Associate General Counsel – U.S. Retail Brokerage Location: Remote - USA Who are we?  Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and...

Join us as an Underwriting Leader, Tax Liability Insurance - Financial Lines M&A to make an impact through your technical expertise and people skills. This could be the ideal chance to step up into your first Senior level role. Make your mark in Underwriting We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact This role is your opportunity to drive profitable growth in M&A Tax Underwriting by working on creative solutions for complex risks. You will be responsible for underwriting tax business, using your proven relationship building skills. We want you to work closely with brokers to communicate risk appetite and our value proposition – and to understand the deal...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. On-site role based in NYC or Atlanta Responsibilities: Work closely with internal and external business partners. Have ability to see downstream implications resulting from change in scope and/or requirements. Analyze and document current processes, controls and workflows. Resolve reported problems, manage issues, and track vendor deliverables against requirements. Evaluate data quality issues and define/implement corrective action. Support data mapping,...

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business within the Fine Art space, including being responsible for service, placement, cross-selling, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Your Impact Responsible for high volume book of business of the Fine Art Practice’s small-mid clients - renewal strategy and execution, prepping and sending submissions, preparing proposals and binders, handling all mid-term requests, invoicing, preparing schedules of insurance, certificates of insurance, reviewing contracts. Remarket existing accounts as client requests or...

Position Title Head of Financial Institutions Group (FIG) Location New York, NY 10018 Job Summary A Senior Director – Head of Financial Institutions Group (FIG) will oversee and direct the specialty banking activities of the team. This role requires a deep understanding across the Financial Institution industry, sectors, and the specific needs of clients to position the team as advisors, capital providers, and strategic partners, in close coordination with capital markets, treasury management, and investment management teams. Responsible for the management of a team who focuses on new business development, portfolio management, credit quality and overall relationship management of their assigned portfolio of customers, which may include clients in private equity, private credit, asset managers, broker deals, hedge funds, banks, insurance companies, and other specialty finance businesses. Ensures the generation of revenue by cultivating account relationships and ensuring...

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. This Technical Director will focus on the Manufacturing & Distribution industry segments, and can be hired in a remote/work-from-home (WFH) capacity or in one of our offices. Some limited travel is required, averaging 1x/month. Qualified candidates should have an expertise in Commercial Lines Insurance. Strong preference for technical underwriting experience (with authority) and experience underwriting Manufacturing & Distribution accounts. This role...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This position is responsible for developing and managing the overall trading relationship and building preference between Markel Specialty and several of its top broker partners. Develop and execute business strategies with each trading partner to support Markel’s annual goals. Ensure executive level relationship development between Markel senior leaders and broker senior leaders. Work with Markel regional leaders and underwriting teams to cascade business strategies, tailor for regional nuances and develop...

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a Guardian. Learn more about Guardian at guardianlife.com. Guardian has set out an ambitious growth strategy over the next 5 years, referred to as our Journey To ’30.  This strategy focuses on continuing the growth of businesses by diversifying our product portfolio, increasing our distribution footprint, growing our customer base, and leveraging technology, data and AI as a strategic enabler. This growth strategy requires ongoing transformation across the...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

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 Manager to join our growing team in Garden City, NY!   The Commercial Lines Account Manager is responsible for managing and servicing a portfolio of commercial insurance accounts, including policy administration, renewals, coverage analysis, and client support. This role partners with producers and internal teams to strengthen client relationships, ensure compliance, and identify opportunities to retain and grow the book of business. How You Will Contribute:    Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms,...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 2 days per week at our New York office location. Risk Strategies Company Retirement Plan Services seeks an experienced and highly skilled Senior 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires a deep understanding of ERISA regulations and fiduciary responsibilities. Your Impact Manage workflows and communications for retirement plan Trustees and Participants Develop analysis on retirement options and performance Prepare client presentations and reporting Attend client enrollment and ongoing support meetings Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans. Act as liaison between plan sponsors and various internal groups. Promote customer satisfaction through effective service delivery. Ensure prompt and effective response to all plan sponsor inquiries. Respond to...